Sr Special Accounts Advocate

Suncoast Schools Federal Credit Union Tampa , FL 33602

Posted 5 months ago

Position Overview

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.

Physical Demands

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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Customer Care Advocate


Posted 3 days ago

VIEW JOBS 8/22/2019 12:00:00 AM 2019-11-20T00:00 Summary Esurance is looking for a Customer Care Advocate to join a dynamic and award-winning team of individuals who are committed to making insurance smarter, easier, and dare we say- cooler. As part of a growing company that is focused on providing an outstanding customer experience, you'll have the opportunity to expand your skills and discover your potential. If you're looking for a career at a socially conscious company that offers great benefits — including matching 401k and tuition reimbursement — then you may have just found your new home. Esurance combines the spunk of a startup company with the backing of Allstate (the largest publicly held personal lines insurer in the U.S.) to create a unique, energized, and exciting place to work. Working in a phone intensive environment, Customer Care Advocates secure the first notice of loss details for all inbound phone reports. Individuals also provide additional services to those new losses that meet Express Claims criteria, including explanation of coverage, liability and the setup of both rental and inspections as appropriate. Responsibilities * Takes phone calls including first notice of loss and inquiry calls for the claims organization * Provides services to customers that include but is not limited to appraisal assignment, tow assignment, rental car support, benefit explanation, and liability explanation * Obtains facts of loss to determine liability and exposures for handling * Identifies higher level exposures and refers files or features to management for triage * Sends necessary correspondence as it relates to the claim and department of insurance regulations * Uses Esurance systems to properly document files and process claims * Promptly identifies and transfers total loss features to the Total Loss Unit for settlement handling * Identifies referrals, completes proper summaries and forwards files to subrogation for collection in a timely manner Qualifications * Detail-oriented with strong organizational skills, able to work well under deadlines in a fast paced call center environment and perform multiple tasks effectively and concurrently * Demonstrated ability to manage relationships with both internal and external customers * Demonstrated ability to work effectively under pressure and within a collaborative team oriented environment using sound judgment in decision-making * Excellent communication skills, both oral and written * Demonstrated proficiency with Microsoft Office products (Outlook, Excel, PowerPoint, and Word) and claims related software programs * Excellent customer services skills Experience / Education: * Bachelor's degree and/or equivalent education required preferred * Two years of customer service or call center experience preferred * Auto insurance background preferred Physical Demands and Work Environment: Representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be able to operate a PC and sit for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits At Esurance, being committed to our employees is not just something we say, it's something we do. Our benefits package is designed to help our associates stay healthy, meet their long-term financial goals, and balance the demands of work and personal life. Esurance rewards hard work, dedication, and creativity with competitive salaries and a generous bonus system. We are committed to our employees and we are dedicated to creating a diverse, positive, innovative and team-oriented work environment. Health & wellness * Medical, vision, and dental insurance * Life Insurance * Accidental death and dismemberment coverage * Wellness tools and coaching * Group critical illness coverage * Accident indemnity and hospital indemnity plans * Group legal * Student Loan Repayment Program * Identity Protection Savings * 401(k) plan with annual matching contribution * Choice Dollars * Referral bonuses * Performance-rewarding bonus system * Tuition assistance program (up to $5,250 per year) * Health savings and flexible spending accounts * Commuter benefits Family & community * Adoption assistance * Buckle Up Baby program * Pet insurance discount * Charitable gift matching * Give Time, Get Time volunteer program * Employee Assistance Program Time off * Paid time off (holidays, vacation, personal days) * Short-term disability * Long-term disability (employee-paid option) Esurance Tampa FL

Sr Special Accounts Advocate

Suncoast Schools Federal Credit Union