Customer Service Clerk jobs in United States
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First Credit Union ยท 3 weeks ago

Customer Service Clerk

First Credit Union is seeking a Customer Service Clerk to support the day-to-day activities, programs, procedures, and administrative needs of the Credit Management department. The role involves handling member inquiries, managing accounts, and ensuring compliance with relevant regulations.

FinanceFinancial ServicesNon Profit
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Growth Opportunities

Responsibilities

Answer phone professionally and promptly, directing calls within department from members, employees, and outside agencies, and filing / scanning paperwork in appropriate member files for each aspect of the Credit Management process
Professionally responds and assists members who may have negative shares, delinquent loans, repossessions, or fraud on their account
Assign accounts to appropriate collections agency and/or legal counsel when necessary
Assist with Courtesy Pay Overdraft (CPO) and non-CPO accounts, including outbound calls and mailing letters to negative account holders, closing accounts, etc
Assist with the Collateral Protection Insurance (CPI) program; uploading insurance docs to 3rd party CPI Company site and explaining CPI process to members
Posting payments to delinquent loans and/or deposits to negative accounts
Distribute mail to appropriate recipients within department
Typing of correspondence for Credit Management department with a strong focus on accuracy
Respond to employee questions/requests whether in person, by email or phone
Participate in department staff meetings and attends other meetings, seminars or training
Comply with the Bank Secrecy Act (BSA) and the Fair Debt Collection Practices Act (FDCPA)
Completes special projects as assigned

Qualification

Customer service orientationMS Office SuiteNumeric abilityCredit management experienceMulti-lingual (Spanish)Attention to detailCommunication skillsTeamworkIntegrity

Required

Associates degree preferred
One year related experience and/or training; or equivalent combination of education and experience

Preferred

Previous credit management experience with a credit union highly desirable
Multi-lingual capabilities to include Spanish are a plus

Company

First Credit Union

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First Credit Union is a not-for-profit financial firm that provides credit cards, loans, personalized, member-priced products and services.

Funding

Current Stage
Growth Stage

Leadership Team

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Lori Gallegos
EVP/COO
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Company data provided by crunchbase