2d ago

Financial Assistance Representative II

Napa, California

โœจ $50k-$65k / yearest.

full-timefinance

๐Ÿ’ผ About This Role

You'll contact members with delinquent loans, negotiate payment plans, and handle high-risk accounts. You'll also support loan modifications and mentor team members. This role offers a chance to work for a top-rated credit union with a people-first culture.

๐ŸŽฏ What You'll Do

  • Contact delinquent members to arrange payments
  • Handle high-risk accounts and negotiate payment plans
  • Support loan modifications and financial assistance packages
  • Perform skip-tracing and manage escalated situations

๐Ÿ“‹ Requirements

  • Solid knowledge of Fair Debt Collections Act
  • Knowledge of repossession processes
  • Knowledge of skip tracing, small claims, and bankruptcies
  • Ability to work a rotating schedule including Saturdays

โœจ Nice to Have

  • Call center experience
  • Knowledge of credit union collection activities

๐ŸŽ Benefits & Perks

  • ๐Ÿ–๏ธ Best Places to Work award 20 years in a row
  • ๐Ÿฆ 5-Star Bauer Rating credit union
  • ๐Ÿ“ˆ World-class Employee Engagement scores
  • ๐Ÿ† Top Corporate Philanthropist in SF
  • ๐Ÿ’ณ Industry leading Net Promoter Scores

๐Ÿ“จ Hiring Process

Estimated timeline: 2-3 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Team Interviewยท 45 min

๐Ÿšฉ Heads Up

  • Role lists semi-routine duties but requires senior-level discretion and independent analysis
  • Requires rotating Saturdays
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