Financial Insurance Specialist; Hybrid

Position: Financial Insurance Specialist (Hybrid)
*** ONE YEAR CONTRACT, 3 DAYS IN OFFICE PER WEEK**
* Professional Summary

The Specialist, Short Insurance is responsible for managing complex short insurance cases while balancing the needs of both the credit union and its members. This role serves as a key liaison between internal teams and external partners, including insurance carriers, GAP providers, and dealerships. The Specialist handles a high volume of inbound and outbound communication, conducts detailed loan and claims analysis, and ensures timely resolution of insurance-related matters.

Success in this role requires strong analytical capabilities, customer service expertise, and the ability to navigate multiple systems in a fast-paced environment.

Key Responsibilities

+ Handle inbound and outbound calls (10-30 daily) and email correspondence to assist members with insurance-related inquiries and documentation needs

+ Facilitate GAP claims, service contract cancellations, and resolution of escalated member inquiries

+ Evaluate and audit complex loan files related to total losses, ensuring compliance with internal policies and procedures

+ Process and verify loan obligations, including settlements, refunds, payoffs, and reconciliation of financial transactions

+ Conduct research and support special projects aligned with departmental initiatives and process improvements

+ Partner with insurance companies, GAP providers, and dealerships to gather documentation and resolve claims efficiently

+ Track and follow up on settlement checks, lien releases, and required documentation to ensure timely completion

+ Maximize claim recoveries and refunds while supporting accurate loan resolution outcomes

+ Lead resolution of deficiency balances or credit balances on loans, ensuring proper closure

+ Identify gaps in processes and recommend improvements, contributing to operational efficiency

+ Mentor and support Servicing Associates by providing guidance on processes, claims handling, and customer interactions

Qualifications

+ Minimum of 2 years of experience in customer service or administrative support, preferably within financial services

+ Call center experience with a mix of inbound and outbound communication

+ Strong customer service skills with the ability to manage sensitive and complex member interactions

+ Proficiency in Microsoft Office Suite and ability to navigate multiple systems simultaneously

+ Strong analytical, research, and problem-solving skills with high attention to detail

+ Ability to manage competing priorities in a fast-paced, high-volume environment

+ Effective written and verbal communication skills across diverse audiences

+ Demonstrated ability to handle confidential information with professionalism

+ Working knowledge of loan contracts, including APR, interest calculations, and default provisions preferred

+ Familiarity with financial regulations (FCRA, SCRA, FDCPA) preferred

+ Knowledge of bankruptcy, loan modifications, and GAAP/TDR guidelines is a plus

+

Experience with core banking systems preferred

+ Bachelor's degree in Business Administration or equivalent experience preferred but not required

Job Type & Location

This is a Contract position based out of Hillsboro, OR.

Pay and Benefits

The pay range for this position is $23.50 - $25.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:  - Medical, dental & vision  - Critical Illness, Accident, and Hospital  - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available  - Life Insurance (Voluntary Life & AD&D for the employee and dependents)  - Short and long-term disability  - Health Spending Account (HSA)  - Transportation benefits  - Employee Assistance Program  - Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Hillsboro,OR.

Final date to receive applications

This position is anticipated to close on Jun 17, 2026.

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