Summary:

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.
 

This position offers comprehensive exposure to legal processes and procedures throughout the lifecycle of a placement. 

Essential Functions and Duties:

• 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 & Perks Include:

• 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
• Eligibility in Annual Discretionary Bonus
• Building amenities include: Free parking, onsite restaurant, & onsite free gym

Required Education & Experience:

• High School Diploma required; Associate’s or Bachelor’s degree preferred.
• Experience in Legal industry a plus

Competencies:

• 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.
• Successful candidates must pass a drug and background screening.

Work Environment and Physical Demands:

This role operates in a professional office setting, routinely working with standard office equipment. Generally, due to the nature of this office position, the person in this role would be required to talk and hear, sit or stand for long period of time, and use their hands and fingers, to handle and feel. Occasionally required to walk, reach with arms and hand, climb or balance, and to stoop, kneel, or crouch. Regularly required to lift and/or move up to 10 pounds, occasionally lift and/or move up to 25 pounds. Vision abilities required by the job include close vision.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and to meet job requirements.