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Credit Card Specialist

OC Federal Credit Union
Cleveland, OH Full Time
POSTED ON 2/25/2025 CLOSED ON 4/21/2025

What are the responsibilities and job description for the Credit Card Specialist position at OC Federal Credit Union?

Job Summary: Process plastic card applications for approval; provide service and resolution on all plastic card product inquiries; and develop goals and processes for card programs.

Essential Functions and Responsibilities:

  • Act as point of contact for all matters involving the third party card processor.
  • Manage project tickets. Lead activity between CU staff and card processor.
  • Review and make decisions regarding user requests for all card processor applications.
  • Communicate directly with members and staff.
  • Analyze claims and decide on which to open cases with the card processor.
  • Determine if denied claims qualify for write off under CU policy.
  • Order new and deactivate aged gift cards. Manage users on gift card system.
  • Train staff on card processes and procedures.
  • Card ordering instructions are maintained and communicated. Make final decisions regarding early replacement and waiver of fees.
  • Card closure instructions are maintained.
  • Month end close responsibilities.
  • Determine and complete fraud write offs.
  • Review and approve Credit Card vendor invoices.
  • Balance general ledger accounts related to Credit Card activity.
  • Accounting and Reporting.
  • Manage loan participation analysis and reporting.
  • Complete daily general ledger entries for card activity.
  • All other duties assigned.
  • This job description is subject to change at any time.

Job Requirements:

  • 1 – 3 years of experience in a plastic's card financial environment, preferably in a lead or supervisory role.
  • Exemplary follow through.
  • Superb customer service techniques including a proficient command of the English language both verbally and in writing.
  • Demonstrated knowledge of plastic product rules and regulations.
  • Proficient using Microsoft Word and Excel.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) 5% Match
  • 401(k) matching
  • AD&D insurance
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance

Physical Setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus opportunities
  • Holiday pay

Work Location: In person

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