Financial Health Generalist       

Brief Summary

The Financial Health Generalist is responsible for managing the collection activities of the credit union’s loan portfolio, ensuring timely repayment of member obligations while maintaining a member-centric approach. This role also provides cross-functional support within the lending and collections departments, contributing to the overall financial well-being of the membership and the soundness of the credit union.

Key Responsibilities

• Manage the remarketing process for repossessed collateral, including valuation analysis, vendor coordination, title processing, and inventory tracking.
• Contact members with delinquent loans to assess financial situations and establish repayment solutions.
• Maintain accurate records, perform skip tracing, and recommend actions such as repossession or charge-off.
• Monitor and resolve negative deposit accounts through member outreach and timely account closure; process related documentation and reporting.
• Support claims processing (disability, GAP, warranty), assist with departmental communication, mail handling, and general inquiries.
• Provide backup support across Financial Health Solutions, assist in training, and contribute to process improvements through effective use of technology.
  
  

Qualifications

• High school diploma required; at least one year of experience in the financial industry preferred, with a focus on collections.
• Strong communication skills with the ability to interact professionally across all levels of the organization.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and database applications; able to quickly learn new systems.
• Capable of analyzing information, drafting professional correspondence, and solving practical problems using critical thinking.
• Must be adaptable, detail-oriented, and able to interpret written, verbal, and diagrammed instructions.
• State-issued Driver’s License.
  
  

Schedule

Monday - Friday 8 a.m. – 5 p.m. Must be able to work one or more evenings, some Saturdays

Wage & Hour Details

• Full-time
• This is a non-exempt position
• Starting pay range: $22.00-$25.00 per/hr, pay commensurate with experience
  
  

Benefits

• Medical, dental and vision plan options
• Health Saving Account and Flexible Spending Account options
• 401(k) with competitive company match
• Paid time off, paid holidays, personal time and paid volunteer time
• Development time and tuition reimbursement
• Company provided life insurance, short-term and long-term disability insurance
• Voluntary benefits including life, critical illness, accident and hospital indemnity coverage
• Paid parental leave
• Discretionary, annual profit-sharing bonus
  
  

Equal Opportunity Employer/Veterans/Disabled?

Members Cooperative Credit Union (MCCU) is an Equal Employment Opportunity employer. We are committed to an inclusive organizational environment that encourages the full participation of all members of our diverse workforce and enables everyone to maximize their talents, skills, and abilities to serve our members. MCCU recruits, hires, employs, trains, promotes, and compensates individuals based on job-related qualifications and skills. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

For questions or, if you need assistance completing the application process, please contact [email protected].