Banking Paralegal Specialist

6 days ago


San Antonio, Texas, United States Soarion Credit Union Full time
Job Title: Banking Paralegal

We are seeking a highly skilled Banking Paralegal to join our team at Soarion Credit Union. As a key member of our legal department, you will provide critical legal support and perform tasks to support departmental legal requests.

Key Responsibilities:
  • Manage a portfolio of bankruptcy accounts, respond to inquiries, and process relevant documents.
  • Understand and interpret bankruptcy laws, rules, and regulations, and ensure compliance.
  • Attend meetings with stakeholders, debtors, attorneys, trustees, and creditors.
  • Consult with employees regarding collection actions.
  • Collaborate with the bankruptcy team on account performance and evaluate monthly loan losses.
Additional Responsibilities:
  • Process IRA-related requests while adhering to IRS regulations and credit union policies.
  • Conduct retirement and benefits-related calculations and serve as an IRA Subject Matter Expert for inquiries.
  • Serve as the IRA Subject Matter Expert and respond to department inquiries timely through the appropriate communication channels.
  • Liaise with Ascensus and develop IRA rate sheets, assisting with transactions and compliance.
Requirements:
  • Associate's degree in paralegal studies, Legal Studies, or a related field; Bachelor's degree preferred.
  • Paralegal certification (e.g., NALA, NFSPS) is a plus.
  • Minimum of 3 years of experience as a paralegal, with significant experience in IRA, fiduciary accounts, bankruptcy, collections.
Preferred Qualifications:
  • Extensive knowledge of IRA regulations, fiduciary accounts, bankruptcy laws, and collection practices.
  • Strong research, analytical, and drafting skills.
  • Proficient in legal research tools and Microsoft Office Suite.
  • Detail-oriented with excellent organizational skills.
  • Effective communication and interpersonal skills across all levels of audience, capable of interacting professionally with members, attorneys, and legal professionals.
  • Ability to use independent judgment to make quick decisions within written policy and standard operating procedures.

Soarion Credit Union is an equal opportunity employer and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.



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