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Retirement Plan Loan Specialist — Client Advocate

Charles Schwab

Charles Schwab Corporation is seeking a Loan Specialist to support the Retirement Plan Services group. You will manage 100+ client relationships, act as a subject matter expert on retirement plan loans, and provide consultative assistance to resolve loan needs with accuracy and urgency. The role emphasizes process improvements, risk mitigation, and strong client outcomes. You will collaborate with sponsors and internal partners, maintain sharp attention to detail, and use Excel, Word, and #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 3 days ago
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