Contributes to the daily operations related to the Credit Union's Special Accounts department, including the Credit Union's fiduciary accounts, deceased accounts, and member garnishments. Provides quality, efficient member service and effectively communicates with members, beneficiaries, employees, attorneys, and in-house legal counsel. Maintains member confidentiality.
Duties and Responsibilities
Performs moderately complex operational tasks related to fiduciary accounts, deceased accounts, and member garnishment matters including account workflows, reports and communication with members and appropriate parties.
Reviews and approves legal documents to ensure adherence to Florida Statutes.
Provides assistance to employees regarding fiduciary accounts, deceased accounts, and member garnishment matters.
Processes member correspondence in a timely manner.
Researches and interprets Florida Statutes to ensure resolution of moderately complex issues.
Performs new release testing and verification of changes on the credit union's core and/or third party vendor releases.
Contributes to maintenance of the e-manual and departmental procedures.
Supports Credit Union growth by recognizing opportunities to promote Credit Union products to meet members' needs.
Serves as liaison with appropriate business units including, but not limited to, Member Solutions, Risk Management, Mortgage Servicing, and Consumer Lending, to resolve deceased members' unpaid debts when appropriate.
Adheres to security, audit, and compliance requirements to ensure that all work is completed in accordance with applicable state laws and federal regulations.
Attends job-specific training classes as requested by manager. Completes annual BSA/AML compliance training and understands employee's role in maintaining an effective BSA/AML compliance program, and completes FACT Act Red Flag training.
Minimum Education, Experience and Skill Requirements
High school diploma or equivalent.
Associates degree in Paralegal Studies or related field preferred. (A comparable combination of work experience and training may be substituted for education requirements).
Three or more years of experience in financial or legal services.
Able to prioritize tasks, deal effectively with competing and changing priorities, and meet deadlines. Accurate, detail-oriented, and organized. Able to resolve problems and situations that may require minor adjustments to working methods.
Good knowledge and understanding of Credit Union products, services, policies, and procedures pertinent to the job.
Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities.
Good knowledge and understanding of all Credit Union computer systems and software applications required to perform job duties.
Good verbal and written communication skills and interpersonal skills in order to interact professionally and effectively with members, staff, vendors, and government regulators. Able to communicate information that requires explanation or interpretation.
Works under moderate supervision.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds.
Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.
This job description is not intended to be all inclusive. Employee may perform other related duties as assigned to meet the on-going needs of the Credit Union.
Suncoast Schools Federal Credit Union