Broadview Federal Credit Union · 1 month ago
Legal Operations Associate
Albany, NY
Full-time
Onsite
Entry Level
$18.91/hr - $22.69/hr
1+ years expBroadview Federal Credit Union is a company that cares about its employees, members, and community. They are seeking a Legal Operations Associate to manage legal documents, ensuring timely processing and confidentiality while assisting various teams with subpoena-related tasks.
CreditEducationFinanceFinancial Services
Responsibilities
Process subpoenas and other legal document requests for account information
Maintain subpoena tracking system records to ensure fulfillment is completed by deadlines
Monitor subpoena shared mailbox for both new and outstanding requests with imminent due dates
Follow-up on flagged requests pending additional information
Production of records from OnBase, DNA and other related records systems
Train and assist Account Operations on maintaining the subpoena tracking system
Assist with disposing of imaged records past retention date in accordance with procedures
Maintain a high-level of confidentiality
Perform other duties as assigned relating to subpoena fulfillment
Qualification
Required
High School Diploma plus one to three years of relevant experience; or equivalent combination of education and experience
Management related rules, regulations, and guidelines
Proficiency in data entry, use of personal computers
Proficiency in MS Office tools
Proficiency in navigating the internet and utilizing database systems
Extremely high level of accuracy, including reliable and accurate data gathering and reporting
Excellent oral, written, and auditory communication skills
Strong interpersonal skills
Ability to multi-task while using multiple systems for various functions
Strong problem resolution skills
Must be able to maintain a high level of confidentiality and integrity
Preferred
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply
Benefits
A competitive benefits package
Company
Broadview Federal Credit Union
Broadview FCU provides personalized banking solutions, financial education, and a platform for bonus enrollment.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Castellana
Chief Executive Officer
Earl T. Young
Chief Lending & Credit Officer
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