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.
Because we are a rapidly changing organization, there will be other duties as assigned.

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
High school diploma or equivalent required
0–1 year of banking, operations, or administrative experience preferred

Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
Holidays: Enjoy 11 paid holidays throughout the year.

Legal Processing Specialist I

Key skills