Credit Solutions Advisor

San Antonio, TX, US • Posted 3 days ago • Updated 22 hours ago
Full Time
On-site
Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Job Details

Skills

  • Payment Processing
  • Insurance
  • Regulatory Compliance
  • Credit Cards
  • Research
  • Payments
  • Documentation
  • Legal
  • Recovery
  • Collaboration
  • Account Management
  • Loan Servicing
  • Financial Services
  • Customer Service
  • Communication
  • Problem Solving
  • Conflict Resolution
  • Management
  • Attention To Detail
  • Microsoft Office
  • Collections
  • Bankruptcy
  • Loss Mitigation
  • Symitar
  • Core Banking
  • Finance
  • Human Resources

Summary

JOIN Soarion Credit Union in 2026!!

We take care of our people: Joining Soarion Credit Union is the career move to make in 2026! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

The Credit Solutions Advisor (CSA) helps members resolve delinquent loan and share accounts by identifying payment solutions and providing guidance through financial challenges. This role is responsible for collection activities, account research, skip tracing, payment processing, and recommending appropriate loss mitigation strategies, including loan modifications, refinancing, repossession, foreclosure, and charge-offs. The CSA partners with members to address delinquency, insurance-related matters, and other account issues while maintaining compliance with Credit Union policies and delivering exceptional member service.

Work Location:

This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.

What You Will Be Doing:
  • Contact members regarding delinquent loans, credit cards, mortgages, and negative share accounts.
  • Work with members to establish payment arrangements and account resolution plans.
  • Research and resolve delinquent account issues while maintaining a positive member experience.
  • Perform skip tracing activities to locate members and obtain updated information.
  • Recommend loss mitigation solutions to reduce delinquency and minimize losses.
  • Process payments and maintain accurate account documentation.
  • Assist with bankruptcy, legal, and recovery-related activities.
  • Review accounts and recommend appropriate actions, including extensions, modifications, or charge-offs.
  • Ensure collection activities comply with all applicable regulations and Credit Union policies.
  • Collaborate with internal departments to resolve member concerns and account issues.
  • Monitor account performance and follow up on outstanding commitments.
  • Maintain confidentiality and safeguard member information.
  • Identify opportunities to improve processes and member service.
  • Provide exceptional service while balancing member needs and Credit Union objectives.
  • Support the overall financial health of the Credit Union through effective account management.


What you\'ll bring along:

  • High School Diploma or GED required.
  • 1-3 years of collections, loan servicing, financial services, or related experience.
  • Strong customer service, communication, and problem-solving skills.
  • Ability to manage multiple priorities while maintaining attention to detail.
  • Working knowledge of Microsoft Office applications and general computer systems.
  • Ability to interpret policies, procedures, and applicable collection regulations.
  • Self-motivated with the ability to work independently and collaboratively within a team environment.
  • Commitment to providing exceptional member service.

Preferred Qualifications:
  • Experience working within a credit union or financial institution.
  • Knowledge of consumer lending, collections, skip tracing, bankruptcy processing, and loss mitigation practices.
  • Familiarity with Symitar or similar core banking systems.
  • Willingness to obtain the CUNA Certified Financial Counselor certification within the first year of employment.
Additional Requirements:
  • Must be bondable.
  • Must be available to work overtime or Saturdays as needed.
  • Ability to travel locally or work from other branch locations as needed.
  • Ability to process a high volume of member requests accurately and efficiently.
  • Ability to lift up to 25 pounds occasionally.

We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our reaffirms this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at

PIb5430f3eeb73-8
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: jobtfeed
  • Position Id: b5430f3eeb73-30632-41859998
  • Posted 3 days ago
Create job alert
Never miss an opportunity! Create an alert based on the job you applied for.