Overview
As part of Affinity Solution’s Client Experience & Operations department, the Calculation Services Specialist plays an important role in ensuring new clients experience a smooth transition to Securian and our payment protection products are accurately integrated into their systems. This role supports calculation testing and validation, product setup accuracy, and compliance requirements throughout the client onboarding process, while also providing ongoing support as client systems, products, and requirements change.
This is a great opportunity for someone who enjoys working with numbers, solving problems, collaborating with others, and making a meaningful difference in the client experience. As we continue to modernize our operations, the ideal candidate will also bring curiosity, adaptability, and an interest in leveraging technology and new ways of working to improve quality and efficiency.
Responsibilities include but are not limited to:
Support new client implementations by validating product setup assumptions, testing calculations, and ensuring payment protection products are accurately configured and meet applicable compliance requirements.
Develop and execute testing scenarios to validate premiums, fees, refunds, and related calculations within client loan origination and core systems.
Analyze testing results, investigate calculation discrepancies, identify root causes, and partner with clients and internal teams to resolve issues.
Serve as a key point of contact for clients, distribution partners, third-party vendors, and internal stakeholders regarding calculation-related questions and requirements.
Partner with cross-functional implementation teams to coordinate calculation-related deliverables, resolve questions, and help keep new client onboarding activities on track.
Provide ongoing calculation support for existing clients as systems, products, rates, or other requirements change, ensuring continued accuracy and compliance.
Document testing scenarios, results, discrepancies, and resolutions to support consistency, knowledge sharing, and efficient issue resolution.
Identify opportunities to improve processes, reduce manual effort, and enhance service quality, including adopting new technologies and automated testing capabilities as they become available.
Qualifications:
Strong analytical and problem-solving skills with mathematical aptitude and attention to detail.
Strong customer service orientation and communication skills, including the ability to explain complex calculation or technical information to non-technical audiences.
Ability to investigate issues, evaluate information, identify root causes, and exercise sound judgment.
Strong collaboration and organizational skills, with the ability to manage multiple priorities and work effectively across teams.
Demonstrated willingness to learn, adapt to change, and embrace new technologies and ways of working.
Working knowledge of Microsoft Office applications, including Excel and Word, for routine business activities.
Preferred Qualifications:
Knowledge of credit insurance, debt protection products, or related financial services products.
Experience with calculation testing, quality assurance, system implementations, or discrepancy resolution.
Knowledge of financial institution loan types, loan processes, and systems.
Knowledge of compliance requirements and legal structures supporting debt protection.
Experience with process improvement, automation, or technology-enabled operational processes.
At Securian Financial, the internal job title for this position is Business Operations Specialist.
Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you’re in a commutable distance (90 minutes) you’ll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal…