Specialist - Loan Resolutions Reporting

Essential Duties and Responsibilities:

Work with collections management on tackling delinquency for credit union’s portfolio.

Work closely with the Loan Resolutions management to document processes, identify new business requirements, and automate those processes using computerized systems.

Responsible for development, testing, implementation and production of daily business reporting, analytics and forecasting including delinquency and loss.

Prepare data for internal and external audit requests.

Alert operations to any projected shortfalls or production problems.

Communicates effectively in both verbal and written formats with individuals or groups and gives presentations utilizing various audio/visual support aids.

Develop, schedule, and maintain a dialer calendar to ensure that performance needs align technology usage with the business strategy plan.

Coordinate dialer work and provide reports to the executive management team for tracking dialer utilization.

Manages multiple projects, works in a fast-paced environment, and meets all deadlines, as required.

Ensure all campaigns are within company policies, client guidelines and federal and state regulations. Ensure FDCPA, TCPA, Company, Federal and State compliance requirements.

Stays abreast of changes within the credit union relating to services and procedures and completes all mandatory compliance testing within designated time frame and other compliance assignments including Office of Foreign Assets Control (OFAC), Unusual Activity Reports (UAR), and Security processes.

Minimum Qualifications:
Education:

Bachelor's or four-year degree from an accredited university preferred. Plus, specialized or technical training or an equivalent mix of education and experience.

Experience:

Previous experience in Call Center Operations, Customer Service, Collections or related fields preferred.

Experience in a financial institution preferred.

Experience using MS SQL and Power BI/Tableau is a plus.

Experience with decision sciences / predictive analytics, decisioning strategy and operational integration, especially Experian’s PowerCurve Customer Management system, a plus.

Knowledge, Skills, and Abilities:

Strong analytical, organizational, and time management skills are necessary.

Intermediate to advanced skills in MS Excel, including understanding of functions such as VlookUp/XlookUp, Sumifs/Countifs, Pivot Tables and Power Query.

Experience with data visualization tools such Power BI or Tableau strongly preferred.

Prior experience working with Telephony systems such as Five9, Livevox, Genesys, Cisco, Avaya or other such software.

Advanced PC/Windows-based software experience required with proficiency in other Microsoft applications such as PowerPoint and Word.

Ability to effectively communicate, organize, problem-solve and execute.

Presentation skills are needed.

Ability to utilize a personal computer, telephone, facsimile, copier, calculator and other general office equipment.

Physical Demands and Work Environment:

(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently lift and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions. 

Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. 

Our company offers a dynamic hybrid work arrangement, which requires three days in office.

Our retail roles are required to be onsite at the branch locations

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.  

Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.