Account Resolution Specialist I
1 week ago
As a key member of the GreenState Credit Union team, you will play a critical role in resolving delinquent and overdrawn accounts through effective communication and problem-solving skills. You will work closely with members to understand the reasons behind their account status and develop a plan to bring their accounts back to good standing.
Key Responsibilities- Adhere to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.
- Demonstrate a positive member service focus at all times, greeting members and guests with a smile and eye contact.
- Develop and maintain positive working relationships with coworkers and members.
- Ensure confidentiality of member information.
- Support a diverse and inclusive work environment.
- Contact and confer with members to determine the reason for delinquency and/or overdrawn status.
- Initiate workflows for appropriate action for those accounts that cannot be contacted or for which satisfactory arrangements cannot be made.
- Maintain and update member records, recording all communications and collection activity.
- Follow-up on early stage past due mortgages, loans, credit cards, and overdrawn accounts.
- Perform skip-tracing duties as required and directed.
- Take check net payments over the phone and process transactions.
- Initiate workflow for review of modification, TDR, workout, deferment requests.
- Make collection contacts to delinquent accounts and perform tasks to aid in collection.
- Refer members to financial counseling resources when necessary.
- Cross-sell Credit Union products and services when appropriate.
- Participate in community service organizations and/or credit union-sponsored events.
- One year of similar or related working experience.
- High School Diploma or GED.
- Ability to work independently and as part of a team.
- Strong interpersonal and persuasive skills.
- Ability to prioritize assignments and organize work efficiently.
- Ability to communicate thoughts and ideas in a clear and concise manner.
- Ability to handle multiple tasks in a fast-paced and changing environment.
- Accuracy and attention to detail required.
- Ability to operate related computer applications and office equipment.
- Must be bondable.
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