JBA International ยท 5 months ago
Financial Assistance Representative I
Napa, California, US
Full-time
Onsite
New Grad, Entry Level
$26/hr - $34/hrJBA International is seeking a Financial Assistance Representative I to manage member accounts and assist with delinquent payments. The role involves contacting members, providing excellent service, and supporting administrative tasks related to loan management.
ConsultingHealth CareLegalProfessional Services
No H1B
U.S. Citizen Only
Responsibilities
Contact Members with delinquent loans, negative shares and Visa accounts for the purpose of obtaining delinquent payments, arranging for payment schedule to bring loans current, rescheduling existing payment or determining Member present status in order to make provisions for obtaining outstanding balance
Initiate outbound calls and accept all incoming calls at all times, strictly adhering to required department compliance and member information security procedures
Provide excellent quality service to all Members and all RCU departments always, making sound, timely decisions and judgment calls in restoring services impacted by delinquent account status, engaging management assistance, where needed
Perform skip-tracing functions routinely
Ensure high quality member service by implementing credit union policy, as well as departmental procedures and standards in relation to the establishment and maintenance of loans and accounts, minimizing escalations and/or working closely with management to address escalations. Serve delinquent members and accounts by accepting phone payments, processing extension requests and workout loans
Recommend accounts for repossession of collateral securing delinquent loans, preparing recommendation documentation for manager approval and hand off to the Collateral Recovery Officers. Assist Collateral Recovery Officer(s), as needed
Assist with the follow up on all delinquent and non-delinquent bankruptcy accounts and deceased member accounts, as assigned (when notification is received by FAD)
Assist in processing request for charge off accounts for those loans determined to be un-collectible
Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents
Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned
Prepare periodic specialty reports or balance department related general ledger accounts, as assigned
Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans
Participate in departmental meetings and training programs
Qualification
Required
Contact Members with delinquent loans, negative shares and Visa accounts for the purpose of obtaining delinquent payments, arranging for payment schedule to bring loans current, rescheduling existing payment or determining Member present status in order to make provisions for obtaining outstanding balance
Initiate outbound calls and accept all incoming calls at all times, strictly adhering to required department compliance and member information security procedures
Provide excellent quality service to all Members and all RCU departments always, making sound, timely decisions and judgment calls in restoring services impacted by delinquent account status, engaging management assistance, where needed
Perform skip-tracing functions routinely
Ensure high quality member service by implementing credit union policy, as well as departmental procedures and standards in relation to the establishment and maintenance of loans and accounts, minimizing escalations and/or working closely with management to address escalations. Serve delinquent members and accounts by accepting phone payments, processing extension requests and workout loans
Recommend accounts for repossession of collateral securing delinquent loans, preparing recommendation documentation for manager approval and hand off to the Collateral Recovery Officers. Assist Collateral Recovery Officer(s), as needed
Assist with the follow up on all delinquent and non-delinquent bankruptcy accounts and deceased member accounts, as assigned (when notification is received by FAD)
Assist in processing request for charge off accounts for those loans determined to be un-collectible
Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents
Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned
Prepare periodic specialty reports or balance department related general ledger accounts, as assigned
Serve non-delinquent Members by accepting phone payments, processing extension requests and workout loans
Participate in departmental meetings and training programs
Company
JBA International
JBA International provides financial, life science, healthcare, legal, and office administration services.
Founded in 1988
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jacqueline Buickians
Chief Executive Officer
Company data provided by crunchbase