Financial Wellness Advocate
About The Position
At UVA Community Credit Union, we are dedicated to making a meaningful difference in the life of our members and the communities we serve. Our mission, working together to strengthen the financial wellness of our members and local communities, guides everything we do. We foster an environment where every team member plays a vital role in building the financial wellness of those we serve. Our core values are Integrity, Service Excellence, Collaboration, and Gratitude. These values shape how we support our members, interact with one another, and drive the success of our shared purpose. If you’re passionate about making a positive impact and want to be part of a purpose-driven organization, we invite you to explore a career with us. Financial Wellness Advocate – FULL TIME – Hybrid - Charlottesville, VA SUMMARY: Successful Financial Wellness Advocates play a critical role in helping the Credit Union achieve its mission by supporting our members and assisting them towards the goal of strengthening their financial wellness. Through outreach to our most vulnerable members, the Financial Wellness Advocate will work alongside them to aid the members in navigating financial stressors and difficulties with repayment of loans and other financial deficits. The position is tiered into levels I, II, & III. Placement within the tiers is based on experience within the role, and compensation is commensurate with tier and experience.
Requirements
- A minimum of 1- 3 years of similar or related experience with 5+ years of member service experience
- Exceptional communication skills,
- Familiarity with FRCA, MLA, SCRA, FDCPA, FCRA, UDAAP.
- Computer savvy and adept with industry related software programs
- Possess strong critical thinking, analytical, and follow up skills
- Organized, detail-oriented, and able to juggle multiple tasks and priorities
- High school diploma or equivalent
Nice To Haves
- A minimum of 1 – 3 years of similar or related experience
- Familiarity with industry related software programs and core servicing system
- Possess call center environment experience
- Multilanguage skills are preferred
Responsibilities
- Conduct outreach calls to help members navigate financial stressors
- Analyze financial situations to determine best course of action to assist members
- Provide internal and external resources to guide members through financial crisis
- Generate correspondence to Members and retain appropriate documentation for files
- Handle GAP and CPI claim processing
- Assist with credit bureau disputes
- Charge Off Loans in core system
- File proof of claim and objections for bankruptcies
- Manage account adjustments and resolutions
- Process Recovery Payments
- Manage all aspects of the repossession process
Benefits
- Health
- Dental
- Vision
- a company Retirement Plan Contribution of up to 7% after the first year of employment.
- Life Insurance
- Long-Term Disability
- Health & Wellness Spending Account
- Tuition Reimbursement
- Employee Loan Discounts
- 16 days accrual annually
- 13 company paid holidays
- Family Forming Leave
- Volunteer Time Off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
