WORKFLOW ANALYST - DOCUMENT SPECIALIST

MESSERLI KRAMER P.A. • Plymouth, MN

6d • $19 - $22 • Onsite

About The Position

Summary: Messerli & Kramer, P.A. is an industry-leading consumer collection firm representing numerous national creditors. The Collections Division located in Plymouth, MN is seeking an experienced full -time Workflow Analyst - Document Specialist who will excel in a challenging, fast-paced environment. The Workflow Analyst – Document Specialist plays a vital role in creating, maintaining, and optimizing legal documents and workflows within the Cogent Application. Collaborating closely with Legal Assistants, Attorneys, Client Services, and Data Operations teams. This position ensures an efficient and compliant execution of legal document workflow aligned with firm policies. In addition to managing daily operations, this role involves contributing to projects that drive the success and growth of the firm.

Requirements

• High School Diploma/GED; Associate’s or Bachelor’s degree preferred.
• 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.

Nice To Haves

• Experience in Legal industry a plus

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees