Cal Coast Credit Union ยท 1 day ago
Collections Assistant II
San Diego, CA, US
Full-time
Onsite
Mid, Senior Level
$20.77/hr - $25.96/hr
7+ years expCal Coast Credit Union is seeking a Collections Assistant II to provide clerical and administrative support to their Collections and Loss Recovery team. The role focuses on minimizing financial losses while delivering exceptional service to credit union members and employees.
BankingFinancial ServicesLending
Responsibilities
Provides clerical and administrative support to the Collections & Loss Recovery Department
Post checks and reconcile General Ledger accounts
Audit all applicable general ledgers daily to balance
Process CPI Collateral Protection Insurance Claim
Document all action on member account Probate Finder Manager
Maintain a productivity level consistent with those established for the department
Ensures third-party invoices are processed through Finance to be paid
Prepares deficiency balance letters
Processes service and gap contract cancellations and forced placed insurance expense claims and maintains refund log
Posts member cash advance payments and close shares on charged off accounts
Assigns field chases and updates collection notes with results
Ensures third-party invoices are paid
Sends requests for attorney demand letters
Documents and processes Consumer Credit Counseling proposals; obtains approvals, sends responses and monitors accounts for compliance
Files creditor/probate claims with court for deceased members
Posts credit and debit entries to loans or general ledger for repossession, impound or legal fees
Active participant in meetings, shows initiative to improve processes and offers ideas to control costs and reduce losses
Retrieves documents and files from Keyfile and the file room as requested
Supports department and corporate goals and objectives
Produce and maintain reports as assigned by management
Provides high quality, consistent work and documentation
Performs other relevant and related duties, as required
Qualification
Required
High school diploma or GED plus 7 years general office clerical or administrative experience and one year financial institution experience
General knowledge of collections or banking and loan terminology and documents
Ability to work under pressure, handle multiple priorities and details, and resolve issues with tact and diplomacy
Strong analytical, time management and organizational skills
Experience with Microsoft Office Applications (Excel, Word and Outlook)
Working knowledge of business machines such as telephone systems, computers, copiers, fax machines, etc
Excellent verbal/written communication skills; interpersonal skills, combined with flexibility and diplomacy
Ability to interface with members and credit union staff at all levels in courteous and professional manner in person or by phone
Must be self motivated and goal oriented
Company
Cal Coast Credit Union
California Coast Credit Union is the longest-serving financial institution in San Diego.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Lane
President/CEO
Matthew Ficco
Chief Financial Officer
Recent News
2026-01-13
2026-01-12
San Diego Union-Tribune
2026-01-11
Company data provided by crunchbase