Financial Assistance Representative I (Collections Representative)

🇺🇸 Napa, California
Posted 3 weeks ago
Expires May 29, 2026

Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures.

Key Responsibilities
Member Contact:
o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.
o Handle inbound and outbound calls while adhering to compliance and member information security protocols.
o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary.
o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans.
o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up.
o Support bankruptcy and deceased member account processes as assigned
Admin Support:
o Assist in processing request for charge off accounts for those loans determined to be un-collectible.
o Complete departmental and back-office tasks as assigned including (but not limited to) typing, routine letter and/or documents.
o Assist in the preparation of documents needed for the pursuit of legal action against Members and/or support the bankruptcy process, as assigned.
o Prepare periodic specialty reports or balance department related general ledger accounts, as assigned.
o Serve non- delinquent Members by accepting phone payments, processing extension requests and workout loans.

Join us and discover why you'll love working at Redwood Credit Union!

ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class cus...

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