Member Care Intern (Collections)

Trax Credit Union•Tampa, FL

About The Position

The Member Care Intern (Collections) supports Trax Credit Union’s Member Care team by reviewing member accounts, financial records, and general ledger entries according to established parameters and procedures. The role includes documenting and tracking account reviews, fund reallocations, legal and third-party collection referrals, and other account-related actions. The intern also maintains financial spreadsheets, applies account codes, and assists with account research, data verification, and reporting. The position requires careful handling of confidential member information and compliance with internal policies and financial guidelines.

Requirements

Strong attention to detail and accuracy, with the ability to review financial information while following established guidelines.
Strong organizational, time-management, and problem-solving skills, with the ability to work independently and meet deadlines.
Effective written and verbal communication skills, including the ability to ask questions and seek guidance when needed.
Ability to maintain confidentiality and handle sensitive financial and member information with professionalism and discretion.

Nice To Haves

Basic understanding of accounting, financial records, or account reconciliation.
Proficiency in Microsoft Excel.

Responsibilities

Review general ledger entries and member accounts to determine whether funds should be reallocated under established parameters and guidelines.
Document and track reviews and fund reallocations.
Review member accounts and applicable guidelines to identify accounts appropriate for referral to an attorney for judgment collections.
Prepare and submit required documentation to attorneys, track referrals, and update account notes.
Evaluate accounts for referral to a third-party collection agency based on established criteria, apply appropriate account codes, and document actions.
Complete and maintain spreadsheets containing accurate, complete, and current financial information.
Review and code accounts according to established procedures.
Maintain detailed records of account reviews, fund reallocations, legal referrals, third-party collection referrals, and other account-related actions.
Follow internal policies, financial guidelines, confidentiality requirements, and established procedures when handling member account information.
Assist the Member Care team with account research, data verification, reporting, and other duties as assigned.