Manager - Service Solutions delivering personalized client experiences for a leading financial services firm. Building relationships and driving process improvements in client and advisor services.
About the role
- Bankruptcy Manager ensuring accurate execution of bankruptcy processes at the Bank. Collaborating with legal teams and maintaining compliance with U.S. Bankruptcy Code and internal policies.
Responsibilities
- Monitor all manners of receipt of information regarding the filing of bankruptcy cases related to bank customers including but not limited to, AACER or paper delivery; triage new matters for determining next steps and accurately report new matters; collaborate with internal counsel on case issues and/or engage outside counsel when necessary; support the timely movement of cases to resolution.
- Execute daily reconciliation of all financial transactions within the bankruptcy portfolio, including post-petition payments, fees, and escrow accounts. Document all actions to support internal and external audits.
- Serve as a primary point of contact for external legal counsel, trustees and customers on case-specific inquiries, ensuring prompt delivery of required loan documentation and timely followup to maintain efficient workflow and compliance.
- Ensure communications are professional, empathetic, and strictly compliant with the Automatic Stay provisions, FDCPA and internal bank policy.
- Internally, provide accurate data and reports as requested for reporting current state bankruptcy metrics to senior management and others.
- Attend key meetings within Collections, Special Assets and Loss Mitigation (and others as requested) for the purpose of providing relevant information as to current bankruptcy matters.
- Accurately and timely input and update critical bankruptcy information (e.g., case number, filing date, plan status, attorney information) into all applicable bank systems to ensure bank records reflect the current legal status of all impacted accounts.
- Actively adhere to all departmental policies and procedures, identify potential workflow bottlenecks or process gaps, and recommend solutions to internal bank counsel to improve efficiency, accuracy, and compliance controls.
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Requirements
- Bachelor’s Degree in a related field or Paralegal Certificate or specialized continuing legal education (CLE) credits focused on creditor bankruptcy law; other related industry certifications.
- Direct experience administering bankruptcy software (e.g., PACER, Epiq AACER)
- Prior experience with legal, financial, and procedural knowledge required to minimize risk in this specialized area.
- Minimum 3-5 years of direct experience in a similar role at a financial institution, law firm or other company in the lending space or similar legal/paralegal role managing creditor-side bankruptcy cases for both consumer and commercial debtors.
- Working knowledge of the U.S. Bankruptcy Code (Chapters 7, 11, 13) and the legal framework governing creditors’ rights, the bankruptcy process, and secured debt.
- Attention to detail, demonstrated by experience in financial transaction processing, critical for managing strict court deadlines and ensuring the accuracy of financial and legal filings.
- Working knowledge of federal and state consumer financial protection laws including FDCPA, SCRA, and generally applicable privacy law.
- Proficient computer skills, including experience with Microsoft applications, core servicing and collections software, reporting tools, and skilled in tracking data, reconciling payments, and performing financial analysis.
- Excellent written and verbal communication skills, with proven ability to draft clear, compliant documents and communicate effectively with bankruptcy trustees, customers in bankruptcy, external and internal counsel, and other bank personnel.
Benefits
- Must be able to pass a criminal background & credit check
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