IRA Specialist / Savings Processor – Deposit Operations (Hybrid - Cleveland, OH)

Third Federal Career•Cleveland, OH

5d•$20 - $26•Hybrid

About The Position

Third Federal is a leading lender of conventional home mortgages lending in 27 states, plus the District of Columbia, with retail branch offices in Ohio and Florida. Our mission is to help people achieve the dream of home ownership and financial security while creating value for our customers, our communities, our associates, and our stockholders. Our value system of love (concern for others), trust, respect, a commitment to excellence, and fun is at the heart of our commitment to our mission, and just as importantly, to our company culture. Through this, we help people find the loan or savings product that makes sense for them. At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs, and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a ‘Great Place to Work’ multiple times in the last decade alone, and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them – from their professional development to their health and wellness. Role Summary Join a team that values excellence, collaboration, and making a real impact. We’re looking for a motivated and detailâoriented Retirement Specialist / Savings Processor to join our Deposit Operations team. In this role, you’ll support our customer service teams, retail branches, and external customers by providing expert guidance on IRA and savings transactions while helping ensure accuracy, compliance, and exceptional service across all touchpoints. If you’re passionate about helping others, enjoy problemâsolving, and thrive in a fastâpaced environment, we’d love to meet you. You’ll love working here because you’ll be part of a supportive team environment where your ideas and contributions truly matter. You’ll have opportunities to grow your knowledge of retirement and deposit operations, all while making a meaningful difference for customers and colleagues every day. You’ll also work within an organization that genuinely values integrity, excellence, and enjoying the work you do.

Requirements

Previous IRA and deposit regulations experience
Minimum of a high school diploma or GED
A positive, customerâfocused mindset and a commitment to our core values of Love, Trust, Respect, Commitment to Excellence, and Fun
Strong verbal and written communication skills
Active listening skills and the ability to build strong internal and external relationships
Ability to work independently or as part of a team
Willingness to learn, adapt, and embrace feedback
High attention to detail with strong research and analytical skills
Ability to ask the right questions, solve problems, make sound decisions, and meet deadlines
Proficiency with Microsoft Excel, Word, Teams, and Outlook

Nice To Haves

Prior teller or savings counselor experience (a plus)
Experience documenting procedures or conducting training (a plus)

Responsibilities

Deliver exceptional customer service by assisting internal teams and customers with questions about retirement accounts, regulations, and IRS reporting.
Maintain and support all IRA plan activities – including tracking documentation, processing daily mail, updating records, and monitoring transaction accuracy.
Review daily account and transaction reports, identifying issues and making timely corrections.
Participate in key annual and seasonal projects such as: Required Minimum Distributions IRS reporting and corrections Dormancy reviews Federal and backup withholding Systems testing and process improvements
Collaborate with teammates to support broader Deposit Operations responsibilities as needed.