Palmetto Citizens Federal Credit Union

Collections Clerk

Job Locations US-SC-Columbia
ID
2025-1900
Category
Customer Service/Support
Type
Full Time - 8:30 a.m. - 5:00 p.m. Monday through Friday

Overview

The Collections Clerk plays a vital role in supporting the operations of the Collections Department. This position is responsible for handling administrative tasks, managing departmental logistics, and providing general office support to ensure the team operates efficiently. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to multitask in a face-paced environment.

Responsibilities

  • Handle incoming and outgoing mail, including sorting, distributing, and preparing correspondence. 
  • Assist in the transition to a paperless environment by scanning and indexing member loan documents into the digital records system, maintaining accuracy and confidentiality throughout the process.
  • Monitor and order office supplies, ensuring adequate inventory for departmental needs. 
  • Accurately process and post check-by-phone payments to member accounts in a timely and secure manner, ensuring compliance with internal procedures and regulatory guidelines.
  • Assist in scheduling meetings, preparing agendas, and taking meeting minutes when required. 
  • Manage office equipment and coordinate repairs and maintenance as necessary. 
  • Maintain a clean and organized workspace for the department. 
  • Assist with generating and distributing reports, letters, and other documents related to collections. 
  • Perform basic data entry and update member account information in the system. 
  • Respond to member inquiries, directing them to appropriate team members or resources. 
  • Help track and follow up on delinquent accounts as directed by the VP and AVP. 
  • Provide general assistance to the VP and AVP of Collections, including managing calendars, organizing files, and handling confidential information. 
  • Assist in preparing presentations or materials for departmental meetings or credit union leadership. 
  • Collaborate with team members on special projects or initiatives. 
  • Perform additional clerical or administrative tasks to support the department’s goals. 
  • Perform other duties as assigned, ensuring accountability and alignment with organizational objectives.

Qualifications

  • High School Diploma or equivalent.
  • Previous administrative or clerical experience, preferably in a financial or credit union setting.
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
  • Strong organizational skills, attention to detail, and ability to manage multiple tasks simultaneously.
  • Excellent verbal and written communication abilities.
  • High level of discretion and professionalism in handling sensitive information.
  • Attention to detail and accuracy.
  • Capability to work both independently and in a team environment.
  • Strong problem-solving skills and adaptability.
  • Commitment to providing excellent internal and external service.
  • Ability to maintain stable personal financial affairs.
  • Professional appearance, punctuality, and a cooperative attitude towards colleagues and members.

 

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

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