Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
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
About the Role:
As a Legal Associate, you will play a key role in supporting the Legal Team by performing a variety of administrative and operational functions that help protect the credit union’s interests and mitigate risk. This position requires exceptional attention to detail, strong analytical and numerical skills, and the ability to accurately process high volumes of information. Reporting to the Legal Services Manager, the Legal Associate is responsible for reviewing and processing legal documents, bankruptcy notices, estate matches, levy orders, account research, document retrieval requests, and other legal support activities. Success in this role requires strong organizational skills, accuracy, critical thinking, and the ability to identify discrepancies, analyze data, and ensure legal matters are handled promptly and correctly.
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.
Position Requirements:
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.
Connexus Credit Union's Employer Recognitions:
2026 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35
Skills Required
- Associates degree or commensurate experience
- 3+ years of experience in the legal field or at a financial institution
- Excellent verbal, written, listening, and interpersonal communication skills
- Strong attention to detail and a high level of accuracy
- Proficient computer skills
- Intermediate Excel skills
- Ability to navigate several system applications and software programs
- Ability to work remotely
What We Do
Our Commitment to Employees: We foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to personally and professionally thrive. We are proud to share our success with our employees and those we serve. Serving more than 477,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $5.0 billion in assets and more than 700 employees. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate. Our organizational values of Integrity, Respect, Synergy, Transparency, and Wellbeing influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team. Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has donated over $12 million to charitable organizations nationwide. At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset. We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org
