Job Description

Accounting & Card Services Rep

At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as an Accounting & Card Services Rep.

We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable.

Essential Duties include:

• Manage and resolve debit, credit card, & BillPay disputes and fraud cases, ensuring full compliance with applicable regulations and credit union policies. Conduct detailed investigations by gathering documentation, analyzing data, and preparing comprehensive case packets.
• Monitor and analyze card activity and reports to identify trends, discrepancies, and potential risks. Regularly review CAMS alerts and take prompt action to prevent or mitigate fraudulent activity.
• Provide operational and financial support for card-related functions, assisting branches with member issues, balancing and maintaining related general ledgers, and processing necessary write-offs to ensure financial accuracy.

• Maintain the balance of the Debit Fraud GL and process necessary GL Write Offs to ensure financial accuracy and compliance.
• Receive, verify, and post wire transactions accurately and efficiently, maintaining stringent adherence to transactional protocols and security measures.
• Handle accounting-related duties involving mortgage servicing transfers and FICS balancing to ensure accuracy, completeness, and proper reconciliation of loan records.
• Perform file maintenance on Indirect and Direct loan accounts—including Gravity, DLO, and loan promotions—in preparation for month-end FASB 91 postings.
• Scan and organize relevant documents into the Synergy system for accessibility and proper record-keeping.
• Work in conjunction with the Servicing Director, outsourced accounting firm and Accounting Coordinator on accounting related spreadsheets and duties.
• Help maintain the credit union’s financial and accounting records, making sure they are accurate and follow required rules and standards.
• Primary backup for Accounting Coordinator as required, ensuring continuity of operations, and maintaining efficiency during peak times or in the absence of team members.

Required Skills:

• Keep the Servicing Director informed regarding key operating issues affecting the department
• Provide friendly, professional, accurate service and support to all members, vendors, and staff
• Create and develop procedures and forms for job related duties

Education and Experience:

• Two-year accounting and one year credit/debit/bill pay experience or related experience, preferably in a financial institution.
• High school diploma or equivalency required.

Some of our Benefits include:

• Medical, Dental and Vision Insurance
• Paid Time Off
• Paid Holidays (13)
• 401k & Company Match
• Life Insurance, Short-Term and Long-Term Disability Insurance
• Incentive Plan
• Discount savings on movie tickets, theme parks and more

The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values.

Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws.

PI93836c3a1169-30492-38975863

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