Trust Review Officer

Seacoast Bank Careers • Stuart, FL

7d

About The Position

The Trust Review Officer is r esponsible for r eviewing Trust documents across retail, commercial, and mortgage areas, and providing dedicated support to Trust Review, Probate & Guardianship, and the broader Trust Department. This position focuses mostly on trust document review and approval, while also serving as a resource for compliance questions and client inquiries as needed. This role requires a strong focus on quality, compliance, and timely completion of trust document reviews.

Requirements

• Bachelor’s Degree in a relevant field required
• JD Degree from an accredited university and an active Florida Bar license required.
• Minimum of 2 years with trust and estate document reviews (experience with personal trusts, estates, guardianships, etc.)
• Strong verbal and written communication skills
• Demonstrates sound professional judgment using analytical and problem solving skills
• Proven track record in building relationships across lines of business.

Nice To Haves

• Graduate of Florida Trust School, Cannon Trust School, National Trust School, or CTFA designation

Responsibilities

• Lead the review of Trust documents across multiple lines of business
• Responsible for reviewing all Trusts for the following: Retail Account Trust Review Mortgage Trust Review Commercial Loan Trust Review and Trust legal opinions when needed ALOC legal opinion letters
• Probate & Guardianship support (as needed and based on any excess capacity)
• Continually supports Trust Review, Probate & Guardianship, and the Trust Department
• S erving as a resource for compliance questions and client inquiries when needed.
• Ensures accuracy, compliance, and efficiency during all trust document review processes.
• Committed to a prompt SLA response.
• Responsible to correspond with all teammates Bank wide as need to provide quick approvals or feedback.
• Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
• Adhere to Seacoast Bank’s Code of Conduct.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level