Updated 6/25/19

Member Service Specialist - UM Federal Credit Union, Phoenix, Arizona

Position: Member Service Specialist
Reports To: COO
Hours: Part Time 30 hours a week
Employee Status: Non-Exempt

Position Summary:
The primary purpose of this position is to assist the Credit Union in fulfilling our core purpose and Mission Statement: To enhance the financial lives of our members and United Methodist churches. To achieve this purpose the position must deliver high quality service. A key component of this service is to identify the financial needs of the members and effectively suggest an appropriate UMFCU solution. In addition, the position builds and maintains member relationships by providing knowledgeable, prompt, reliable and courteous member service.

Principal Duties and Responsibilities:

1.       Deliver member services including but not limited to: deposits,  withdrawals, inquiries, transfers, advances, loan payments, check  cashing and file maintenance.

2.      Maintain knowledgeable information on UMFCU products and services.

3.      Pursue and recognize opportunities for UMFCU product/service member cross-sells and opens new accounts.

4.      Pursue opportunities for professional growth and knowledge through training, education and self-study.

5.      Acknowledge and deliver UMFCU approved service promises to all members.

6.      Perform member service duties as assigned.

7.      Perform Business Development support as assigned by COO.

8.      Always represent UMFCU in a professional manner.

9.      Perform all other duties and responsibilities as assigned.

Please send resume’s to

Collection Specialist - UM Federal Credit Union, Montclair, CA

Position: Member Service Specialist
Reports To: Lending Manager
Hours: Full Time 40 hours a week
Employee Status: Non-Exempt

Collection Specialist Job Summary:

United Methodist Federal Credit Union is seeking a Collection Specialist who can help our company achieve its financial goals. The Collection Specialist will be responsible for reviewing each account/loan to determine the best way to approach members and execute a plan to resolve delinquency. The ideal candidate for this position can work as part of a dynamic team and able to work in an environment where work assignments change frequently.

Principal Duties and Responsibilities:

1) Research delinquent account/loans using resources made available

2) Conduct collections efforts as allowed by all governing agencies and laws within the state member resides

3) Pull credit, obtain a loan application, proof of income and evaluate member’s current financial position

4) Work with members to determine a mutually beneficial resolution to bring account/loan(s) current

5) Respond and investigate all disputes received through E Oscar on a daily basis to insure completion prior to the DNR date.

6) Order repossession on collateral when deemed necessary

7) Facilitate liquidation of repossessed collateral in a timely manner

8) Work with insurance adjuster during claims

9) File judgments, relief from stay and any other court required filing and processes required and related to the collection process

10) Maintain good collection record and notes
11) Recommend uncollectable account/loans for charge off

12) Work with recovery companies to collect on charged off account/loans

13) Run daily delinquency reports

14) Prepare monthly-end delinquency reports

15) Other Duties as assigned

Required Education and Experience

1) High school diploma/GED required (college degree preferred)

2) Must possess a through knowledge of lending policies and regulation as they pertain to collection, including bankruptcy, small claim fillings, judgment and statues

3) Proven ability to overcome obstacles and get results

4) Strong communication and negotiation skills

5) Goals oriented

6) 2+ years’ collection experience

 Please send resume’s to