<p>Overview</p> <p>Compensation: $20.00 - $29.00 based on experience and credentials</p> <p>Location Type: Hybrid with an onsite rotation approximately every 9 weeks</p> <p>Position Type: Full Time</p> <p>Schedule: Monday through Friday 8:30 AM to 5:30 PM</p> <p>The Special Accounts Advocate manages activities for special accounts such as deceased accounts, fiduciary accounts, power of attorney accounts, garnishments, and levies. This individual implements complex business processes by evaluating requirements, design, and testing. An ideal candidate is a problem-solver with keen communication skills.</p> <p>Responsibilities</p> <ul> <li>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 </li><li>Perform operational tasks to maintain accounts upon the acceptance or denial of legal documents </li><li>Draft, prepare, and file legal documents with courts, attorneys, and members </li><li>Conduct document and transaction research to investigate the facts </li><li>Assist staff, members, or other approved parties by providing detailed information regarding the member's account </li><li>Conduct account maintenance to service deceased accounts </li><li>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 </li><li>Approve the creation of new accounts </li><li>Perform account maintenance to service trusts, guardianships, estates, rep payees, and uniform transfers to minor accounts </li><li>Facilitate account amendments and transactions approvals </li><li>Collaborate with other business units such as Member Solutions, Risk Management, and Consumer Lending to resolve deceased members' unpaid debts </li><li>Provide courteous service while observing CIP and Red Flag requirements </li><li>Adhere to security, audit, and compliance requirements </li><li>Support Suncoast Credit Union's growth by recognizing opportunities to promote products meeting members' needs </li><li>Attend educational events to increase professional knowledge </li></ul> <p>Qualifications</p> <ul> <li>High school diploma or equivalent </li><li>1+ years of financial or legal service experience </li><li>Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines </li><li>Accurate, detail-oriented, and organized with task management </li><li>Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators </li><li>Ability to communicate information requiring explanation or interpretation </li><li>Ability to work independently and in a team-oriented environment </li></ul> <p>Skills</p> <ul> <li>Customer Service </li></ul> <p>Benefits</p> <ul> <li>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 </li><li>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 </li><li>Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO </li><li>Community Involvement: Paid Volunteer Hours </li><li>Growth: Degree Assistance up to $5,000 per year </li><li>Flexibility: Remote, Hybrid and Onsite Schedules </li><li>Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance </li></ul> <p>For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits</p> <p>Company Overview</p> <p>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.</p> <p>For more information, please visit our careers site at https://careers.suncoastcreditunion.com/</p> <p>Responsibilities</p> <ul> <li>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 </li><li>Perform operational tasks to maintain accounts upon the acceptance or denial of legal documents </li><li>Draft, prepare, and file legal documents with courts, attorneys, and members </li><li>Conduct document and transaction research to investigate the facts </li><li>Assist staff, members, or other approved parties by providing detailed information regarding the member's account </li><li>Conduct account maintenance to service deceased accounts </li><li>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 </li><li>Approve the creation of new accounts </li><li>Perform account maintenance to service trusts, guardianships, estates, rep payees, and uniform transfers to minor accounts </li><li>Facilitate account amendments and transactions approvals </li><li>Collaborate with other business units such as Member Solutions, Risk Management, and Consumer Lending to resolve deceased members' unpaid debts </li><li>Provide courteous service while observing CIP and Red Flag requirements </li><li>Adhere to security, audit, and compliance requirements </li><li>Support Suncoast Credit Union's growth by recognizing opportunities to promote products meeting members' needs </li><li>Attend educational events to increase professional knowledge </li></ul> <p>Qualifications</p> <ul> <li>High school diploma or equivalent </li><li>1+ years of financial or legal service experience </li><li>Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines </li><li>Accurate, detail-oriented, and organized with task management </li><li>Proficient written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators </li><li>Ability to communicate information requiring explanation or interpretation </li><li>Ability to work independently and in a team-oriented environment </li></ul> <p>Skills</p> <ul> <li>Customer Service </li></ul> <p>Benefits</p> <ul> <li>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 </li><li>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 </li><li>Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO </li><li>Community Involvement: Paid Volunteer Hours </li><li>Growth: Degree Assistance up to $5,000 per year </li><li>Flexibility: Remote, Hybrid and Onsite Schedules </li><li>Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance </li></ul> <p>For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits</p> <p>Company Overview</p> <p>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.</p> <p>For more information, please visit our careers site at https://careers.suncoastcreditunion.com/</p>