Senior Legal Accounts Specialist Position Available In Hillsborough, Florida

Senior Legal Accounts Specialist
6536 E Hillsborough Ave, Tampa, Florida, US, 33610
ADMIN
5963
04/24/2025
Job Description
Overview

Compensation:

$22 – $36 per hour based on experience and credentials

Location Type:

Hybrid with an onsite rotation approximately every 9 weeks

Position Type:

Full Time Schedule:

Monday through Friday 8:30 AM to 5:30 PM
The Senior Legal Accounts Specialist is responsible for reviewing, drafting, preparing, and managing activities for moderate to complex processes. This includes problem-solving, evaluating requirements, communicating, designing, testing, and implementing business unit products and processes related to deceased accounts, fiduciary accounts, garnishments, levies, child support, and powers of attorney under our Special Accounts department.
Responsibilities
Review and decision the acceptance of legal documents for power of attorney, trust agreements, letters of guardianship, letters of administration, summary of administration, dispositions without administration, deeds, notary affidavits, survivor affidavits, objection to claims, satisfaction of claims, writ of garnishments, IRS levies, child support levies, sales tax levies, and other court order documents
Perform operational tasks to maintain accounts upon the acceptance or denial of legal documents
Draft, prepare, and file legal documents with courts, attorneys, and members
Conduct document and transaction research to investigate the facts
Assist staff, members, or other approved parties by providing detailed information regarding the member’s account
Conduct account maintenance to service deceased accounts
Process routine workflows and reports such as the daily social security notification reports, Akcelerant entries, joint owner provisions, credit card memos, and right of offset procedures
Approve the creation of new accounts
Perform account maintenance to service trusts, guardianships, estates, rep payees, and uniform transfers to minor accounts
Facilitate account amendments and transactions approvals
Collaborate with other business units such as Member Solutions, Risk Management, and Consumer Lending to resolve deceased members’ unpaid debts
Provide courteous service while observing CIP and Red Flag requirements
Adhere to security, audit, and compliance requirements
Support Suncoast Credit Union’s growth by recognizing opportunities to promote products meeting members’ needs
Attend educational events to increase professional knowledge
Qualifications
Associates degree in Paralegal Studies or related field preferred. (A comparable combination of work experience and training may be substituted for education requirements).
Minimum of three years of experience in financial or legal services, with a proven track record of handling complex legal documents and processes.
Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
Accurate, detail-oriented, and organized with task management
Ability to analyze and resolve difficult and often complex problems or situations
Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
Strong knowledge and understanding of credit union products, services, policies, and procedures
Strong knowledge and understanding of regulatory compliance
Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties
Skills
Customer Service Benefits

Financial Well-Being:

Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness:

Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance:

11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement:

Paid Volunteer Hours

Growth:

Degree Assistance up to $5,000 per year

Flexibility:

Remote, Hybrid and Onsite Schedules

Security:

Pet Insurance, Free Identity Theft Protection, Legal Assistance
For more information, including additional benefits, please visit our benefits website at Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #

LOVEWORK!

Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.