Messerli Kramer, P.A.→
DOCUMENT SPECIALIST at Messerli Kramer, P.A. in Plymouth, MN
Entry LevelOn-siteFull-timePlymouth, MN$40k–$48k/yr
Skills
legal document creationcogent applicationcrystal reportsmicrosoft officelegal debt collection processbank and wage garnishments processingcompliance requirements
Job Description
Summary: Messerli Kramer, a trusted Twin Cities law firm since 1965, is looking for a full-time, in-person Document Specialist to join their team in Plymouth, MN. The Document Specialist plays a vital role in creating, maintaining, and optimizing legal documents and workflows while collaborating with various teams to ensure efficient execution of legal document workflows aligned with firm policies.
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
Required Qualifications:
- High School Diploma/GED
- Experience in Legal industry a plus
- 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
Preferred Qualifications:
- Degree in related field
Required Skills: Legal document creation, Cogent application, Crystal Reports, Microsoft Office, Legal debt collection process, Bank and wage garnishments processing, Compliance requirements
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, & onsite free gym
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, & onsite free gym