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Financial Wellness Advocate
Community Trust BankFinancial Wellness Advocate working to support members in navigating financial stressors. Conducting outreach calls and providing resources to aid financial challenges.
Posted 7/3/2026full-timeCharlottesville • Virginia • 🇺🇸 United StatesJunior💰 $21 - $28 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis and member support, with a strong focus on communication and problem-solving skills. Proficient in managing financial claims and navigating regulatory compliance to assist members effectively.
Highest-signal resume keywords
Financial AnalysisMember Service ExperienceCommunication SkillsRegulatory ComplianceCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Claim ProcessingCredit Bureau DisputesAccount AdjustmentsRecovery PaymentsGAP ProcessingCPI ProcessingBankruptcy FilingFinancial DocumentationFinancial Crisis ManagementTask Prioritization
Soft Skills
Exceptional CommunicationOrganizational SkillsDetail-OrientedAnalytical SkillsFollow-Up Skills
Tools & Technologies
Industry Related SoftwareCore System
Industry Keywords
FRCAMLASCRAFDCPAFCRAUDAAP
About the role
Key responsibilities & impact- Conduct outreach calls to help members navigate financial stressors
- Analyze financial situations to determine best course of action to assist members
- Provide internal and external resources to guide members through financial crisis
- Generate correspondence to Members and retain appropriate documentation for files
- Handle GAP and CPI claim processing
- Assist with credit bureau disputes
- Charge Off Loans in core system
- File proof of claim and objections for bankruptcies
- Manage account adjustments and resolutions
- Process Recovery Payments
- Manage all aspects of the repossession process
Requirements
What you’ll need- A minimum of 1-3 years of similar or related experience
- 5+ years of member service experience
- Exceptional communication skills
- Familiarity with FRCA, MLA, SCRA, FDCPA, FCRA, UDAAP
- Computer savvy and adept with industry related software programs
- Possess strong critical thinking, analytical, and follow up skills
- Organized, detail-oriented, and able to juggle multiple tasks and priorities
- High school diploma or equivalent
Benefits
Comp & perks- Health, Dental, Vision
- Retirement Plan Contribution of up to 7% after the first year of employment
- Life Insurance
- Long-Term Disability
- Health & Wellness Spending Account
- Tuition Reimbursement
- Employee Loan Discounts
- Paid Time Off starting with 16 days accrual annually
- 13 company paid holidays
- Family Forming Leave
- Volunteer Time Off