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Coastline Federal Credit Union · 1 day ago

Accounting & Card Services Rep

Jacksonville, FL

Full-time

Onsite

Entry Level

2+ years exp

Coastline Federal Credit Union is dedicated to making meaningful connections and providing financial solutions. They are seeking an Accounting & Card Services Rep to manage card disputes, monitor card activity, and provide operational support while ensuring compliance and financial accuracy.

BankingFinanceFinancial Services

Responsibilities

Manage and resolve debit, credit card, & BillPay disputes and fraud cases, ensuring full compliance with applicable regulations and credit union policies. Conduct detailed investigations by gathering documentation, analyzing data, and preparing comprehensive case packets

Monitor and analyze card activity and reports to identify trends, discrepancies, and potential risks. Regularly review CAMS alerts and take prompt action to prevent or mitigate fraudulent activity

Provide operational and financial support for card-related functions, assisting branches with member issues, balancing and maintaining related general ledgers, and processing necessary write-offs to ensure financial accuracy

Maintain the balance of the Debit Fraud GL and process necessary GL Write Offs to ensure financial accuracy and compliance

Receive, verify, and post wire transactions accurately and efficiently, maintaining stringent adherence to transactional protocols and security measures

Handle accounting-related duties involving mortgage servicing transfers and FICS balancing to ensure accuracy, completeness, and proper reconciliation of loan records

Perform file maintenance on Indirect and Direct loan accounts—including Gravity, DLO, and loan promotions—in preparation for month-end FASB 91 postings

Scan and organize relevant documents into the Synergy system for accessibility and proper record-keeping

Work in conjunction with the Servicing Director, outsourced accounting firm and Accounting Coordinator on accounting related spreadsheets and duties

Help maintain the credit union's financial and accounting records, making sure they are accurate and follow required rules and standards

Primary backup for Accounting Coordinator as required, ensuring continuity of operations, and maintaining efficiency during peak times or in the absence of team members