Supervisor Member Services Legal

2 weeks ago


Hauppauge, United States Teachers Federal Credit Union Full time

**Join Our Team**

For 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Named one of America's Best-In-State Credit Unions by Forbes Magazine in 2022, Teachers has grown into one of the leading credit unions in the United States. As we broaden our national reach, we will continue to ensure that Teachers is a Best Place to Bank and a Best Place to Work. Teachers offers a variety of exciting career opportunities ranging from part-time and full-time staffers to executive leadership roles.

**Summary**:
Supervises and develops Member Services Representatives that respond to requests from business partners and members. Acts as the point of contact for legal counsel, attorneys and state representatives. Assists legal department processing staff with inquiries.

**Responsibilities**:

- Ensures that work is reviewed and approved prior to processing, and that all required information, notations and transactions are accurately documented
- Responds to escalated issues to facilitate solutions
- Maintains relationships with outside officials such as attorneys and representatives of the state(s) and brings any concerns following the law to legal counsel
- Oversees the process for restraining notices, information subpoenas, levies, guardianships, trusts, Subpoena Duces Tecums, and deceased member accounts by ensuring all required documentation is complete and accurate, established procedure was followed accurately, and approving required actions
- Assists branch personnel and members with the creation, closure, or maintenance of Trust accounts
- Handles correspondence from agencies regarding Subpoena Duces Tecums inquiries as well as keeping agencies informed on fees associated with processing and if there is a delay in the turnaround of documents
- Prepares periodic reports according to policies and procedures
- Ensures that Salesforce Cases are assigned and that team members are aligned with regulation time frames
- Perform all duties inherent in the role of a supervisor
- Perform all duties as needed upon request from immediate supervisor

**Education/Experience**:

- Associates degree required or four years directly related experience
- Minimum three years legal experience required
- Proficiency in Microsoft Excel and Word required
- Strong communication skills, interpersonal, problem solving, multitasking and computer skills and detail orientation required

**Essential Skills**:

- Oral/written communication, mathematical, problem-solving, multitasking and internet skills, and excellent telephone etiquette required
- Ability to write routine reports and correspondence

**Benefits of Joining the Teachers Team**:
We provide a competitive compensation and benefits package that includes, but is not limited to:

- Paid time off for vacation, personal days, and holidays
- Fully-funded pension plan
- 401(k) company contribution
- Teachers pay 100% of Vision & Dental Care
- Tuition reimbursement is offered to full-time employees
- Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers
- Flexible hybrid schedule for eligible positions

Good Faith Salary Range for this position: $30.75 - $36.20

LI-MC1



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