Job Details

Financial Assistance Coordinator

  2025-11-13     Redwood Credit Union     Santa Rosa,CA  
Description:

Redwood Credit Union is looking for a Financial Assistance Coordinator who will perform a variety of specialized support duties associated with Recovery, Paralegal, Collateral Officer, and Financial Assistance team functions under limited supervision. Duties require ability to exercise discretion, high attention to detail, strong follow up and use of judgment and initiative.

Key Responsibilities

  • Support Paralegal through accurate and timely drafting of all relevant legal documents such as complaints, summons, documents for service, for attorney and paralegal review, and filing in appropriate court system, including but not limited to small claims, civil and bankruptcy
  • Support Paralegal in accurate and timely drafting post-judgment documents as applicable, including but not limited to settlement agreements, satisfaction of judgments, partial satisfaction of judgment, all forms of enforcement forms such as wage garnishment and bank levies
  • Support Paralegal through the timely and accurate follow up on enforcement actions with all applicable agencies, maintaining accurate records and documentation, timely informing Paralegal and Recovery team members of status of enforcement actions
  • Support Paralegal in arranging for document transport to all applicable agencies, including but not limited to, sheriff's offices, courts, or legal counsel offices
  • Support Recovery team in performing complex skip tracing, including by not limited to, pulling credit and background reports, determining member present employment, and assets, making sound recommendations for legal pursuit or enforcement actions

Member Contact

  • Supporting the Paralegal, Recovery Team and Collateral Officer, serve delinquent and charged off Members by accepting calls to assist them with any needs, issues or complaints, ensuring the coordination of timely resolution
  • Supporting Collateral Officer, Paralegal, and Recovery Team by accepting calls from all related vendors or agencies, including but not limited to, repossession companies, remarketing vendor, RCUAS, attorneys, auto dealerships, State National, sheriff's departments, courts, process servers

Minimum Qualification: Knowledge, Skills and Abilities

  • Strong written and verbal communication skills, with ability to communicate effectively, accurately, and professionally
  • Skill in the operation of a PC with word processing and spreadsheet software, and internet/intranet access
  • Current, working knowledge of real estate or business loan origination, liquidation, or asset disposition process, auto loan repossession, NOI and deficiency balance letter process, and/or collection and legal enforcement process and procedures
  • Organizational skills, with ability to accurately prioritize, manage time, and work under deadlines to handle multiple tasks in a fast-paced environment
  • Knowledge of or ability to understand the Fair Debt Collection Act
  • Knowledge of or ability to understand Federal and state laws, rules and regulations concerning Credit Union collection activities
  • Knowledge of or ability to understand skip tracing processes, including use of related tools
  • Ability to provide quality professional service to all Members in line with RCU's Service Standards
  • Ability and desire to work in a team environment
  • Ability to keep Members information confidential
  • Ability to measure performance in a productivity driven environment

Compensation and Benefits

Base starting range: $23.00 to $31.00 per hour commensurate with experience. Redwood Credit Union offers a robust benefits package to our eligible employees including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, salary advancement, 401(k) program with employer match, and time off.

Equal Opportunity Employer

We are an Equal Opportunity Employer.

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