Collections Reporting Specialist II

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a (Hybrid) Collections Reporting Specialist II at our San Antonio, Texas service center. The Collection Reporting Specialist is accountable for the design and delivery of meaningful reporting of data and analytics supporting collections strategic initiatives.  The Collection Reporting Specialist will design and build technical reporting solutions that support and enhance collection unit decision-making, and ensure data is stored, collected, and disseminated throughout the collection unit and PenFed.

*This role is expected to be onsite in our San Antonio, Texas office 4 days a week.*

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.

• Work with collection leadership and others in consumer banking to create new reports that are impactful to the collection strategy.
• Maintain historical reports on the performance and liquidation of accounts.
• Coordinate the evaluation, scope and completion of new development requests.
• Conduct regular and ad hoc analytical efforts and provide recommendations for enhancements to current reports.
• Participate in internal and external audits, and regulatory examinations, as needed.
• Regularly examine data reports to locate and resolve mistakes throughout.
• Accurately analyze and collect data for various types of business reports and creating an open dialogue with upper management regarding the interpretation of the data.
• Create business reports that provide insight into key data points.
• Communicate the results of data analysis in written and verbal form to managers.
• Monitor data to identify changes in financial and business trends.
• Ensure that the data accuracy of all reports include data validation and quality checks.
• Produce proof of concepts to better demonstrate potential and/or proposed solutions to internal collection stakeholders and others at PenFed needing collections information.
• Develop and document user guides relating to reports.
• Partner with various teams across Consumer Banking to coordinate report distribution and knowledge sharing across the organization, including to key stakeholder for executive meetings.
• Represent Collections (and PenFed) in Investor calls identifying and reporting collection issues with investor-owned accounts.
• Effect changes as necessary when it comes to Investor-owned loans to ensure that PenFed is not only performing at the standard Service Level Agreement (SLA) but also providing information requested by Investors to be great partners.
• Assist Leadership in monitoring Key Performance Indicators (KPIs) and metrics. Highlighting and calling out potential concerns.
• Provide training and support to Leadership and the collection department on reporting tools and data interpretation.

Equivalent combination of education and experience is considered.

• Associate’s degree in related field required.
• Minimum of three (3) years’ experience in analyzing data and interpreting data to draw logical conclusions.
• Minimum of three (3) years’ experience in the creation of presentations with data sets for distribution to groups.
• Minimum of one (1) year experience with Tableau and SQL and relational databases.
• Strong written and verbal communication skills to effectively relate data to coworkers.
• Excellent critical thinking skills to help solve business problems and make decisions.
• Ability to pay close attention to small details, ensuring accuracy with results.
• Extensive knowledge of business operations, objectives, strategies, process and information flows.
• Effective time management, problem solving and multi-tasking skills.

• Power user in Microsoft Applications including Word, Excel, and Power Point required.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

No additional licenses or certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Ability to travel to various worksites and be on-call is not required.

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.
 
We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.
 
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
 
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.

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