Member Solutions Support

VERVE A CREDIT UNIONOshkosh, WI
Onsite

About The Position

The Member Solutions Support Specialist is responsible for providing clerical and research support to the Member Solutions department, other Credit Union departments and all our members. This role maintains a professional image of the credit union by providing friendly, helpful assistance, upgrading knowledge of financial products, and protecting member confidentiality. The specialist must comply with all aspects of BSA/AML and OFAC regulations as it relates to this position and complete their position education plan as defined by Management.

Requirements

  • High school diploma or GED.
  • Extensive experience supporting collections operations, recovery efforts, and member financial solutions within a financial institution.
  • To assure member service is top priority; treat members and other employees professionally with courtesy and respect, always handle situations with the strictest of confidentiality.
  • To maintain overall delinquency at below 1.00%.
  • Quality of work is satisfactory, with few exceptions.
  • Occasionally identifies and resolves issues outside the normal scope of responsibility.
  • To be aware of departmental goals and deadline requirements and attain as required.
  • To have a thorough knowledge of the job, including knowledge of Fair Debt Collections Practices Act; to be cross-trained on all loan types; to be knowledgeable and in compliance with all bankruptcy laws and restrictions on collections and member contact; rarely need to ask questions.
  • To use sound judgment when making decisions in normal situations.
  • Keeps management informed regarding key operational issues affecting the department.
  • To be a good team player, assisting other areas of the department as needed; occasionally make recommendations for operational improvements.
  • To be adaptable; to adjust to change with reasonable instruction.
  • To continually expand knowledge and develop skills.
  • Must have good telephone technique and both written and verbal communication skills; ability to work with numbers and attention to detail; computer and key boarding skills.

Responsibilities

  • Provide clerical and support services to Member Solutions department.
  • General filing and document scanning.
  • Creation and mailing of various collection related notices or correspondence, including but not limited to Right to Cures, HUD notices, deficiency letters, retitling document etc.
  • Complete necessary account maintenance as needed.
  • Prepare monthly charge off loans for submission to collection agency.
  • Gather, scan and document mail received for department.
  • Assist with any daily, weekly or monthly Member Solution department reports and queries.
  • Ensure assigned related procedures are accurate and up to date.
  • Provide general information and assistance to members in a timely manner.
  • Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position.
  • Maintain a professional image of the credit union in dealing with members: provide friendly, helpful assistance, upgrade knowledge of financial products and protect member confidentiality.
  • Completion of position education plan as defined by Management.
  • Additional duties as assigned.
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