Legal Processing Specialist I - Remote

Overview

The Legal Processing Specialist I is responsible for processing routine legal orders served to the Bank while ensuring accuracy and adherence to established procedures.

In Short

• Process routine legal orders (bankruptcies, levies, garnishments, etc.) with supervision.
• Perform basic research in internal systems to identify the associated BaaS partner.
• Distribute time‑sensitive notifications to BaaS partners in accordance with SLAs with supervision.
• Escalate incomplete, unclear, or non‑standard documents.
• Maintain confidentiality and comply with all regulatory and bank policy requirements.
• Provide customer service in accordance with Coastal’s Core Values.
• Other duties as assigned.

Requirements

• Strong attention to detail and accuracy.
• Ability to follow defined procedures and meet deadlines.
• Basic research and problem-solving skills.
• Effective communication and organizational skills.
• Ability to work and collaborate effectively with team members in a fully remote and fast‑paced environment.
• Proficiency in Microsoft Office and ability to learn and use new systems and tools effectively.

Benefits

• Medical Coverage with competitive plans.
• Health Savings Account (HSA) with employer contributions.
• Flexible Spending Accounts (FSA) for healthcare and dependent care.
• Dental and Vision Insurance.
• Company-paid basic life insurance with options for additional coverage.
• Long-Term/Short-Term Disability (LTD) income protection.
• 401(k) Retirement Plan with company matching.
• Generous vacation and sick leave policies.
• 11 paid holidays throughout the year.