Financial Assistance Specialist
4 weeks ago
Do you have a minimum of one year collecting on a wide variety of consumer loan products? Do you have a working knowledge of the Fair Debt Collection Act? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we’d love to talk with you about Monterra Credit Union’s Financial Assistance Specialist Position Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $28.00 - $32.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more POSITION SUMMARY Responsible for delinquent loans at least 11-days past due and loans Responsible for initiating calls, researching applications and skip tracing to resolve delinquency. PRIMARY RESPONSIBILITIES Initiates telephone contact on loans at least 11-days past due. Monitors all past due loans in these aging categories to assure receipt of payment Follows-up on a daily basis on any promises that were not kept. Makes the necessary telephone contact as required. Maintains complete documentation of collection activity on our system and flags delinquent accounts as required Responsible for recovery of all negative share accounts and follow-up. Recommends repossessions for final review and approval Responsible for closing Visa line of credit based on member’s payment record/credit scores. Reconcile member disputes i.e. misapplied payments, reversal of finance charges, and late fees when it is deemed necessary Recommends workout loans and extension agreements for final review and approval Initiates skip tracing techniques to locate member for recovery of security and legal action Responsible for collection related bills and collection agency communication Performs other duties as assigned. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications 1-2 years or more experience collecting on a wide variety of consumer loan products; financial institution is a plus. Has a very good “working knowledge” of the Fair Debt Collection Act and other state laws as required Must be able to understand and execute instructions accurately and efficiently The ability to manage multiple tasks and meet established goals Must demonstrate flexibility, tactfulness and persistence in the daily follow-up of loan repayment Excellent telephonic and organizational skills Able to handle a high volume of work
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Financial Assistance Specialist
3 months ago
Redwood City, United States Monterra Credit Union Full timeDo you have a minimum of one year collecting on a wide variety of consumer loan products? Do you have a working knowledge of the Fair Debt Collection Act? Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? If so, we’d love to talk...
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Financial Data Specialist
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Redwood City, California, United States Adecco US, Inc. Full timeAre you looking for a challenging role where you can utilize your analytical skills to drive business growth? Adecco US, Inc. is seeking a highly skilled Financial Data Specialist to join their team in Redwood City, CA.Salary: $30.00 per hourJob Description:We are seeking an experienced Financial Data Specialist to support our client's controllership team....
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Financial Collections Specialist
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Financial Assistance Specialist
4 weeks ago
Redwood City, CA, United States Monterra Credit Union Full timeDo you have a minimum of one year collecting on a wide variety of consumer loan products? Ensure all your application information is up to date and in order before applying for this opportunity. Do you have a working knowledge of the Fair Debt Collection Act? Would you like to work at a collaborative organization that thrives on providing outstanding member...
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Redwood City, California, United States Monterra Credit Union Full timeMonterra Credit Union is a community-centric financial institution located in the heart of the Bay Area.We are seeking an experienced Financial Assistance Specialist to join our team, responsible for delinquent loans at least 11-days past due and loans.The ideal candidate will have 1-2 years or more experience collecting on a wide variety of consumer loan...
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grove city, United States Creative Financial Staffing Full time Embark on a Fulfilling Accounts Payable Opportunity in Columbus, Ohio! Are you a detail-oriented Accounts Payable enthusiast with a passion for precision? It's time to unleash your skills as an Accounts Payable Specialist and be the unsung hero of our financial operations! Join our dynamic team in Columbus, Ohio, and be part of a company where your...
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new york city, United States Creative Financial Staffing Full timeAbout Us: CFS of New York is working with a leading manufacturing company dedicated to delivering high-quality products and innovative solutions to our customers. They are committed to excellence and are seeking a detail-oriented Accounts Receivable Specialist to join our finance team. Responsibilities of the Accounts Receivable Specialist: Process and post...
