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Claims Recovery Representative II

Job in Tustin, Orange County, California, 92681, USA
Listing for: SchoolsFirst Federal Credit Union
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Compliance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Claims Recovery Representative II Pay Range

$24.56 - $35.62

Scheduled Weekly Hours

40

What You’ll Be Doing

Responsible for assisting and completing basic debit and credit card investigations, including fraud, and/or reviewing basic cardholder claim reports in order to take appropriate action to mitigate loss to the organization. Performs a wide range of servicing duties relating to Credit Union share accounts.

  • Responsible for the Member Service experience as it relates to all debit and credit card claim recovery processes.
  • Assists in investigating external fraud, crimes and criminal acts against the Credit Union or its Members. This includes all aspects of a debit or credit card claim or fraud investigation including interviews, criminal report filing, loss recovery and recommendations for charge-off, legal action when necessary.
  • Maintains confidentiality of information as well as controls and protects sensitive information and materials.
  • Thorough understanding of the department's controls and responsible for recommending additional controls to safeguard the Members and Credit Union assets.
  • Researches and resolves account and general ledger issues on a daily basis. Reconciles high volume general ledger accounts.
  • Effectively and courteously deals with internal/external Members with claim filings or suspicious account activity or when seeking supporting documentation in order to accurately complete the complete claim process. Also responsible for conducting interviews both internally and externally with Members, merchants and law enforcement agencies resulting from claim filings, suspicious or fraudulent activity.
  • Understands the legal and regulatory requirements relative to the financial services industry and credit unions.
Additional Job Functions
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
  • High School Diploma or GED required
  • 1-3 years of previous related experience required
Knowledge, Skills, And Abilities
  • Organize, prioritize, and complete multiple tasks in a high production fast-paced setting, navigating through multiple computer systems.

Schools First FCU is committed to Diverse, Equitable, and Inclusive Hiring. At Schools First FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.

Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

Schools First Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Schools First FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

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