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
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.
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.