Financial Assistance Specialist I

Rockland Federal Credit UnionCanton, MA
$24 - $26Hybrid

About The Position

Rockland Federal Credit Union is seeking a Financial Assistance Specialist I to join their team. This role performs a variety of duties to support the effective operations of the Financial Assistance Department. The position is responsible for member communication regarding delinquent accounts, payment processing, account research, and maintaining accurate records while ensuring compliance with regulatory standards and Credit Union policies and procedures.

Requirements

  • Minimum of 1 year of experience in first-party collections required.
  • Basic proficiency in Microsoft Office applications, including Excel, Word, Teams, and Outlook.
  • Working knowledge of regulatory requirements related to collections, including FDCPA and Massachusetts state regulations.

Nice To Haves

  • Prior Credit Union experience preferred.

Responsibilities

  • Handle all member communication, including inbound and outbound phone calls and emails regarding past due accounts, and conduct skip tracing when necessary.
  • Complete loan research and resolution by collaborating with internal departments and accurately documenting all account activity in accordance with established Credit Union service level standards.
  • Process member payments through debit card, ACH, and internal transfers with accuracy and compliance with departmental and Credit Union procedures.
  • Maintain a strong working knowledge of the Credit Union’s full loan portfolio, including but not limited to credit cards, unsecured loans, auto loans, real estate loans, and auto leases.
  • Consistently achieve departmental performance metrics while maintaining professionalism in all interactions with members and cross-departmental partners.
  • Accurately document all collection calls and update account information within the collections system, ensuring notes and file maintenance are complete and accurate.
  • Perform additional duties and responsibilities as assigned.

Benefits

  • Cigna medical benefits
  • dental benefits
  • vision benefits
  • a 401(k) plan with company match
  • profit-sharing potential
  • flexible health and dependent care plans
  • life, AD&D, and LTD insurance
  • a generous and flexible tuition reimbursement program
  • a PTO package designed to help employees recharge and enjoy time with family and friends.
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