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 with account reviews, collections referrals, fund reallocations, financial data management, and related administrative work. The role involves handling sensitive member and financial information and carrying out account-related actions in accordance with established guidelines, internal policies, confidentiality requirements, and procedures. The intern reviews general ledger entries and member accounts to determine whether funds should be reallocated, identifies accounts that may be appropriate for judgment collections or third-party collection agency referral, and documents and tracks reviews and actions. The position also maintains financial spreadsheets, codes accounts, supports account research and data verification, and helps with reporting and other duties as assigned.

Requirements

Strong attention to detail and accuracy, with the ability to review financial information while following established guidelines.
Proficiency in Microsoft Excel.
Strong organizational, time-management, and problem-solving skills.
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.

Responsibilities

Review general ledger entries and member accounts to determine whether funds should be reallocated according to established parameters and guidelines.
Document and track account 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, maintain a tracking log of 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 taken.
Complete and maintain spreadsheets containing updated financial information, ensuring entries are accurate, complete, and current.
Review and code accounts according to established procedures.
Maintain detailed records of account reviews, fund reallocations, legal referrals, third-party collections 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.