Member Solutions Assistant
Landmark Credit Union · Brookfield, WI · 3 days ago
ManufacturingFull-time
Nature and Scope
This position reports to the Manager, Member Solutions. This role will assist the Member Solutions Department, internal and external business partners, and occasionally members by performing a variety of backend member solution’s processes, data sourcing and conducting research. This role will be responsible for managing data and distributing to appropriate partners.
Requirements
- High school diploma or equivalent.
- Must be able to learn all account types, loss mitigation tools, and department specialty areas.
- Excellent verbal and written communication skills, problem solving skills, organizational skills, and the ability to work independently.
- Must have experience or ability to gain proficiency in all programs and systems used for this job.
- Must develop a thorough understanding of company policies and procedures as they relate to this position.
- Must comply with all company policies and procedures and all job-related state and federal laws and regulations.
Principal Accountabilities
- Completes financial transactions in the collections and servicing systems, and validates system information requests and ensures appropriate coding.
- Prepares and sends repossession notices, cancels dealer refunds, files insurance claims, and assists with gap claims.
- Works warranty, credit life, disability, and gap refund queues daily.
- Follows up on refund status with the dealerships.
- Updates system and prepares sale of collateral letters.
- Reviews and processes right to cure default documents on loans and credit cards.
- Prepares documents to submit to attorneys for legal filings.
- Processes incoming mail, give instructions to other departments on checks received for default processes.
- Manages supply procurement and inventory control for the department.
- Scans documents and distributes to requesting internal or external partners.
- Performs other duties as assigned.