Legal Processor

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [email protected] and every reasonable effort will be made to accommodate your needs in a timely manner.

Job SummaryUnder supervision, this position is responsible for the day-to-day processing of incoming legal requests, including but not limited to levies, garnishments, and subpoenas. This position assists in processing all submitted legal documents, filing and cataloging paperwork, and escalates matters related to legal processing to senior staff prior to the escalation to counsel. This position is also responsible for explaining the actions (e.g. holding funds, accounts affected) taken by the Credit Union in response to court orders.

Job Description

LOCATION

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully.

• Reviews all incoming legal documents.
• Processes garnishments, levies, and subpoenas, and other legal process.
• Examines legal documents for sufficiency of information and returns unacceptable documents, noting discrepancies or reasons for rejection.
• Answers phone calls directed toward the Legal Team, accurately answers questions from MACU teams and members who are the subject of legal process.
• Processes payments to third parties including law firms and state agencies for garnishments and levies.
• Ensures all requirements are met in accordance with internal and external regulatory guidelines.
• Assists management and corporate counsel with daily functions of the department.
• Performs other duties as assigned.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Experience

1+ year of professional experience in a progressive financial or legal setting.

Education

Associate’s degree or equivalent work experience.

Licenses, Certifications, Registrations

N/A

Managerial Responsibility

No supervisory/ managerial responsibilities.

Computer/Office Equipment Skills

• Adding machine/10-Key, Type 35+ words per minute.
• Basic computer operating skills including windows navigation, mouse/keyboard functionality.
• Intermediate/Advanced with Microsoft Word and Excel.
• Demonstrated experience with financial core operating systems.

Language Skills 

• Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally and in writing.
• Demonstrated ability to document outcomes and present information in a manner appropriate for key stakeholders and all levels of the organization.
• Must have the ability to read, understand, and carry out instructions in written and oral form.

Other Skills and Abilities

• Courtesy and good business acumen are vital, as are good communication and coordination skills.  Ability to project and maintain a professional image.
• Ability to work both autonomously and collaboratively in a fast-paced environment.
• Self-starter with strong organization and time management skills and the ability to work productively and efficiently on multiple projects, having various timelines.
• The ability to adapt quickly change as circumstances or conditions evolve.
• Possess a desire and willingness to learn and continually update knowledge base on financial concepts, strategies, systems etc.
• Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to sit, talk and hear consistently.

Ability to stand, walk, and use hands to handle or reach occasionally.

Vision Requirements

Close vision (clear vision at 20 inches or less).

Distance vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted

Frequently lifts up to 25 pounds, occasionally lists up to 50 pounds.

Environmental

Office Environment

Noise Environment

Moderate noise

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#LI-PN1

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.