WORKFLOW ANALYST - DOCUMENT SPECIALIST jobs in United States
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Messerli Kramer, P.A. · 3 weeks ago

WORKFLOW ANALYST - DOCUMENT SPECIALIST

Messerli & Kramer, P.A. is an industry-leading consumer collection firm representing numerous national creditors. The Workflow Analyst – Document Specialist plays a vital role in creating, maintaining, and optimizing legal documents and workflows within the Cogent Application, ensuring efficient and compliant execution of legal document workflow aligned with firm policies.

ConsultingLaw EnforcementLegal

Responsibilities

Create and maintain legal documents/letters based on requests from Legal Assistants, Attorneys, Client Services, and management
Manage and update the Document Workbook detailing all letters and documents in Cogent
Organize and store legacy templates
Assist in the design and creation of reports using Crystal Reports as needed
Foster communication and build relationships with vendors and Client Services (e.g., Cogent, High Cotton, Pitney Bowes)
Collaborate with Audit and Compliance teams to ensure adherence to client and internal compliance standards
Act as a backup for overall workflow maintenance within the collection system
Develop and maintain legal document operating procedures and recommend process improvements
Implement a continuous improvement approach for document management and workflow efficiency
Contribute to operational projects
Prioritize and manage backlog items in alignment with Agile methodologies

Qualification

Document managementLegal document creationCrystal ReportsCogent applicationMicrosoft OfficeCompliance knowledgeCommunication skillsAttention to detailOrganizational skills

Required

High School Diploma/GED
Strong verbal and written communication skills
Ability to engage with both technical and non-technical personnel effectively
Proven ability to manage multiple deadlines and implement process automation to enhance efficiency
Exceptional attention to detail and proofreading capabilities
Basic understanding of legal documents and the legal debt collection process
Basic understanding on how to process bank and wage garnishments
Solid organizational and prioritization skills
Proficiency in Microsoft Office, Cogent, and Crystal Reports
Familiarity with compliance requirements and remediation processes
All applicants must pass a criminal background and drug screening before commencing employment

Preferred

Associate's or Bachelor's degree preferred
Experience in Legal industry a plus

Benefits

Medical, Dental, & Vision Insurance
HSA & FSA Accounts
401K, with 4% company contribution (after 1 year of service)
Paid time off (17 days per year)
Paid holidays off (7 days per year + a floating holiday)
Company Paid Life Insurance
Employee Assistance Program
Building amenities include: Free parking, onsite restaurant, & free onsite gym

Company

Messerli Kramer, P.A.

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WHO WE ARE At Messerli Kramer, we’ve spent 60 years building a reputation as a firm of “attorneys and advisors” – or, as we like to say, a place where the law isn’t always the best answer.

Funding

Current Stage
Growth Stage

Leadership Team

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David Oxley, CLM, CISM
Chief Information and Security Officer
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