Financial Processor, Money Out

Date: Jan 10, 2019

Location: Fort Wayne, IN, US

Company: Lincoln Financial

Alternate Locations: Fort Wayne, IN (Indiana)

Relocation assistance is not available for this opportunity.

Requisition #58077

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role


As a Financial Processor for the Money Out team, you will be responsible for analyzing, researching and processing financial transactions related to Contract Issues, Payment Processing, Transfers and/or Redemptive Requests. You will operate in an environment of multiple markets, products, funds under unique tax laws, SEC and FINRA rulings, as well as multiple administrative systems.


The hours for this position are 8:15 a.m. – 5:00 p.m. with a potential for required overtime. Training hours for this role could vary.






  • Provides technical product information
  • Collaborates with a team to ensure all transactions are processed in a timely manner


Data Entry


  • Monitors and clears suspense activity
  • Calculates gain/loss activity
  • Processes allocations for periodic and/or lump sum remittances
  • Processes loan requests
  • Processes automatic withdraws




  • High School diploma/GED




  • No prior experience required
  • Banking experience preferred
  • Educational experience and/or proficiency in at least one primary processing system, such as AWD, OASYS or TRAC preferred
  • Demonstrates an ability to consistently meet and/or exceed performance expectations
  • Possesses a bias for action and avoids workplace distractions
  • Drives tasks to completion

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.


Nearest Major Market: Fort Wayne

Job Segment: Financial, Data Entry, Finance, Administrative