WORKFLOW ANALYST - DOCUMENT SPECIALIST

Job Description

Job Description

Description : 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.

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.

Requirements :

Required Education & Experience :

Competencies :

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.

All applicants must pass a criminal background and drug screening before commencing employment with Messerli & Kramer, P.A.

Wage Disclaimer : The starting wage for this position is $19.00-$22.00 / hour. The wage range for this position is $19.00 / hour to $22.00 / hour.

About Us :

Messerli Kramer is a leading law firm in the Twin Cities founded in 1965 with locations in Minneapolis, St. Paul and Plymouth, Minnesota. We have a well-earned reputation within the business community of providing sound, reasoned and comprehensive legal advice. Our professionals take the time to listen and understand their legal issues within the larger framework of their business as a whole. Known for our dedication and responsiveness, our attorneys and staff are focused on finding pragmatic solutions and producing remarkable results for our clients.

Messerli Kramer serves individuals and businesses through three unique, yet complementary, divisions. We represent a variety of clients—from large corporations, banks and closely-held businesses—to individuals seeking divorce and family law or estate planning services. Our clients trust us to help them navigate the myriad of legal issues that confront them in their business and personal lives.