Legal Operations Associate

Broadview Federal Credit Union•Albany, NY

7d•$19 - $23

About The Position

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: Intake subpoenas, restraining orders, and other legal documents received in electronic and hard copy form. Evaluate, and work the requests, and assign accordingly to Subpoena, Account Operations, and Legal teams. Essential Job Functions/Responsibilities: Process subpoenas and other legal document requests for account information. Maintain subpoena tracking system records to ensure fulfillment is completed by deadlines. Monitor subpoena shared mailbox for both new and outstanding requests with imminent due dates. Follow-up on flagged requests pending additional information. Production of records from OnBase, DNA and other related records systems. Train and assist Account Operations on maintaining the subpoena tracking system. Assist with disposing of imaged records past retention date in accordance with procedures. Maintain a high-level of confidentiality. Perform other duties as assigned relating to subpoena fulfillment.

Requirements

High School Diploma plus one to three years of relevant experience; or equivalent combination of education and experience.
Management related rules, regulations, and guidelines.
Proficiency in data entry, use of personal computers.
Proficiency in MS Office tools.
Proficiency in navigating the internet and utilizing database systems.
Extremely high level of accuracy, including reliable and accurate data gathering and reporting.
Excellent oral, written, and auditory communication skills.
Strong interpersonal skills.
Ability to multi-task while using multiple systems for various functions.
Strong problem resolution skills.
Must be able to maintain a high level of confidentiality and integrity.

Nice To Haves

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

Responsibilities

Process subpoenas and other legal document requests for account information.
Maintain subpoena tracking system records to ensure fulfillment is completed by deadlines.
Monitor subpoena shared mailbox for both new and outstanding requests with imminent due dates.
Follow-up on flagged requests pending additional information.
Production of records from OnBase, DNA and other related records systems.
Train and assist Account Operations on maintaining the subpoena tracking system.
Assist with disposing of imaged records past retention date in accordance with procedures.
Maintain a high-level of confidentiality.
Perform other duties as assigned relating to subpoena fulfillment.