Legal Associate

Summary

Connexus Credit Union is a member-focused financial cooperative serving members across the United States. The Legal Associate supports the Legal Team by processing legal documents, bankruptcy notices, estate claims, levy orders, subpoenas, and account research while helping protect the credit union’s interests and mitigate risk.

Responsibilities

• 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 which includes filing claims and satisfactions, review accounts with filed claims, and correspondence with estate counsel or personal representative to get the claim settled
• Review all incoming subpoenas issued to Connexus, prepare all required documents, and submit same to requesting authority
• Process and code new Bankruptcy filings in all applicable programs. Ensure that CU interests are protected as well as processes are continued appropriately and timely upon termination of the stay, including determining bankruptcy status, utilizing internal department applications, and moving loans to the next stage in the process. Prepare and send documents and correspondence to attorneys
• Verify critical dates and review electronic court docket for updated case status and make appropriate notes and follow-ups
• Respond to phone calls, internal requests, and written correspondence from all parties involved in legal matters

Skills

• This position is Remote
• 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

Qualifications

Must Haves

• This position is Remote
• 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

Benefits

• 20 days of paid time off and 10 paid holidays
• 16 hours of paid Volunteer Time Off
• 401K Retirement with up to 6% employer match
• Excellent Health, Dental, Vision insurance, including multiple plan options
• Health Savings Account with generous employer contributions
• Employer paid Life insurance, Short-Term and Long-Term Disability
• Tuition Reimbursement from $4,000 - $7,000 per calendar year
• Robust Learning and Development program that includes an annual professional development stipend
• This position is Remote.