Legal Associate

• Document retrieval and redaction of all personal identifiable information in preparation for filing with court system.




• Review all incoming levies and garnishments and freezing funds in accounts immediately upon receipt of same.




• Manage estate/probate claims process, including filing claims and satisfactions, reviewing accounts with filed claims, and corresponding with estate counsel or personal representatives to settle claims.




• Review all incoming subpoenas issued to Connexus, prepare required documents, and submit them to requesting authorities.




• Process and code new bankruptcy filings in applicable programs, protect credit union interests, and continue processes appropriately and timely upon termination of the stay.




• Determine bankruptcy status, utilize internal department applications, and move loans to the next stage in the process.




• Prepare and send documents and correspondence to attorneys.




• Verify critical dates, review electronic court dockets for updated case status, and make appropriate notes and follow-ups.




• Respond to phone calls, internal requests, and written correspondence from parties involved in legal matters.

Requirements

• Associates degree or commensurate experience is Required.




• 3+ years with legal field or financial institution is Required.




• Excellent verbal, written, listening, and interpersonal communication skills are Required.




• Strong attention to detail and a high level of accuracy is Required.




• Proficient computer skills, with intermediate level skills in Excel, with the ability to navigate among several system applications and software programs is Required.

Core Competencies

Demonstrates expertise in document retrieval, redaction, and management of estate/probate claims processes, ensuring compliance with legal requirements and accuracy in documentation. Proficient in handling bankruptcy filings and maintaining communication with legal representatives while utilizing various software applications effectively.

Highest-signal resume keywords

• Document Retrieval




• Estate/Probate Claims Management




• Bankruptcy Filing Processing




• Communication Skills




• Attention to Detail

Hard Skills

• Document Redaction




• Claims Filing




• Bankruptcy Processing




• Data Verification




• Legal Document Preparation

Soft Skills

• Interpersonal Communication




• Listening Skills




• Written Communication

Certifications & Qualifications

• Associates Degree

Industry Keywords

• Legal Field




• Financial Institution




• Subpoena Management




• Garnishments




• Personal Identifiable Information

Tools & Technologies

• Excel




• Internal Department Applications




• Court Docket Systems