Legal Processor

Job description

Why join this team Under general supervision, performs moderately difficult processing of legal and organizational documents while verifying member information and ensuring compliance with both governmental and internal regulations. Follows and complies with UNFCU policies and procedures, and performs related duties as assigned. This position is hybrid. NYC Salary Range - $55,130 - $60,000 annually; compensation is commensurate to geographic location. What you'll do: - Regardless of seniority or role, uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors - Review communications for deceased memberships and ensure timely responses - Evaluate documents and apply risk-based analysis to determine validity - Review tax documents and apply risk-based analysis process - Perform due diligence as required by state laws for yearly escheatment; organize funds transfer to state agencies for final payout - Verify member’s taxpayer status by mailing certification forms and ensure that member records are up to date - Perform additional responsib...