Member Care Intern (Collections)

Job Type
Part-time, Internship

Description

Who We Are

At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Key Responsibilities

- General Ledger and Fund Reallocation: Review general ledger entries and member accounts to determine whether funds should be reallocated based on established parameters and guidelines. Document and track all reviews and reallocations.
- Judgment Collections Review: Review member accounts and applicable guidelines to identify accounts appropriate for referral to an attorney for judgment collections. Prepare and submit the required documentation to attorneys and maintain an accurate tracking log of referrals and update account notes.
- Third-Party Collections: Evaluate accounts for referral to a third-party collection agency based on established criteria. Apply the appropriate account codes and document actions taken.
- Financial Data Management: Complete and maintain spreadsheets containing updated financial information, ensuring all entries are accurate, complete, and current.
- Account Coding: Review and code accounts according to established procedures, ensuring consistent and accurate classification.
- Documentation and Tracking: Maintain detailed records of account reviews, fund reallocations, legal referrals, third-party collection referrals, and other account-related actions.
- Accuracy and Compliance: Follow internal policies, financial guidelines, confidentiality requirements, and established procedures when handling member account information.
- Administrative Support: Assist the Member Care team with account research, data verification, reporting, and other duties as assigned.

Requirements

- Strong attention to detail, accuracy, and the ability to review financial information while following established guidelines.
- Basic understanding of accounting, financial records, or account reconciliation preferred, with proficiency in Microsoft Excel.
- Strong organizational, time-management, and problem-solving skills, with the ability to work independently and meet deadlines.
- Effective written and verbal communication skills, with the ability to ask questions and seek guidance when needed.
- Ability to maintain confidentiality and handle sensitive financial and member information with professionalism and discretion.

Why Trax Credit Union

At Trax, we invest in our employees so they can deliver their best every day. We are proud to offer the following benefits:

- Medical, Dental, and Vision coverage
- Employer-paid Short-Term & Long-Term Disability
- Life and AD&D Insurance
- 401(k) Retirement Plan
- Free Choice Plus Checking Account
- Exclusive Employee Financial Perks after 90 days on the job
- Loan discounts for consumer and home loans

Our Commitment

At Trax Credit Union, we don’t just manage finances—we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.