Legal Account Processing Specialist

We are seeking a detail-oriented and organized individual to join our team as a Mail and Account Processing Specialist. In this role, you will be responsible for efficiently managing incoming mail and handling account-related tasks. Your ability to analyze requests, prioritize work, and collaborate with team members will be crucial to success.

- Account Processing:

o Perform account-related tasks consistently.

o Regularly check account requests to determine if they are related to customers or non-customers.

o Execute specific transactions and place holds as needed based on account balance information

- Analyzing Requests:

o Understand the nature of requests thoroughly.

o Identify and prioritize legal orders from courts and the IRS.

o Collaborate with relevant departments to ensure compliance with legal requirements.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to .

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Required Skills & Experience

2 years professional experience either within banking/financial services OR legal background

Basic knowledge of Excel

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.