Job Description

****Must live within commutable distance of Moon Township, Pa 15108

• High school diploma or equivalent required
• 1-3 years of similar or transferable experience required
• Exceptional problem-solving skills and strong desire to provide effective solutions
• Ability to read and interpret credit bureau reports
• Work in team environment to ensure that the department goals are met
• Ability to navigate multiple computer programs simultaneously
• Ability to negotiate and overcome objections
• Proficient in computer skills including Word, Windows and Excel
• Demonstrates general knowledge of or willingness to learn how AI tools are being used in a responsible way to improve results, adapt workflows, and support a culture of innovation
• Excellent organization and communication skills
• Ability to work independently and accurately with detailed information

• Perform all collection efforts such as telephone contact, email contact, and written correspondence and maintain detailed notes in Temenos
• Identify the reason for delinquency by contact with member
• Attempt to cure delinquency by assisting members with payment arrangements
• Process electronic loan payments by initiating ACH transactions from outside accounts or debit cards
• Respond to all email, text messages, and voicemails in a timely manner
• Possess knowledge of the Credit Union’s products and services
• Document all conversations and actions accurately
• Build relationships with members through cross selling when appropriate
• Maintain a working knowledge regarding locating delinquent members, utilizing tools such as credit reports, internet, and image system in analyzing/researching information
• Provide members who are financially distressed with the numerous financial relief options, such as Green Path Counseling, interest-only payments, re-ages, loan workouts and extensions.
• Remain aware of and adhere to Clearview FCU policies and procedures, and regulations pertaining to the Bank Secrecy Act (BSA) and Fair Credit Reporting
• Learn and maintain a thorough knowledge of lending policies, guidelines, and bankruptcy laws
• Ensure all collection efforts are following both Clearview policies, as well as federal regulations
• Maintain daily call volumes assigned by management
• Assist Member Resolutions to surpass the Board of Directors’ annual critical measures
• Attending training sessions, webinars, and seminars when required
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance, including completion of required training and protection of confidential information
• Accept and expect regular change
• Ability to work occasional evenings and weekend shifts
• Perform other duties as assigned by management
• Always project the following relationship service core values to Clearview’s members, co-workers, and vendors: Friendly, Adaptable, Caring, Trustworthy, and Secure
• Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success