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Job Description


Provides broad legal support for the credit union, including processing court orders (e.g. garnishments), legal correspondence and document production requests (e.g. subpoenas), general correspondence with opposing counsel, current and former members, and other parties engaged in disputes and other legal actions adverse to the credit union. Provides guidance to credit union employees on legal and regulatory matters, including proper handling of special accounts, contracts, policies and procedures, and other matters necessary for the safe and sound operation of the credit union.

Duties & Responsibilities

  • Produces written correspondence to credit union employees and members, law enforcement, and courts on a variety of legal matters;
  • Processes properly served consumer and commercial garnishment requests, and places holds on member accounts as appropriate;
  • Ensures timely payment of held funds and completes responses as required by court order;
  • Reviews and responds to subpoenas and document production requests from law firms, and other agencies, including state and federal law enforcement;
  • Reviews and approves simple Powers of Attorney;
  • Researches and responds to front line inquiries on legal matters;
  • Reviews and distributes incoming legal related correspondence, as needed;
  • Initiates requests for due diligence for the credit union’s low and moderate risk vendors and tracks progress;
  • Assists with inputting contract-related information into the credit union’s contract management software to be used for tracking and reporting;
  • Gathers monthly member escalations data for reporting and trend analysis;
  • Communicates professionally and effectively with members, employees, local court officials and attorneys as needed;
  • Works with other credit union departments to ensure the workflow or process is providing the best service to the members;
  • Provides on-site training to management and front-line staff as appropriate;
  • Maintains the database of legal correspondence requests, their disposition, and provides periodic reports of results to management;
  • Promotes honest and open communication throughout the credit union; and
  • Provides notarial acts to credit union employees as needed;


Education and Experience Requirements:

  • High School diploma required 
  • At least one year of experience in a credit union, bank, or non-bank consumer financial services company
  • At least one year of experience in a law firm, corporate law department, government law department, or similar experience in the legal profession preferred 


Required Knowledge, Skills and Abilities:

  • Legal analysis skills, such as application of law to a set of facts or circumstances
  • Basic understanding of attorney-client privilege, attorney work product, and certain evidentiary concepts, such as duty to preserve evidence in a dispute
  • Ability to write concise, accurate, and advocacy-based correspondence
  • Function autonomously in a matrixed corporate environment
  • Proficiency with credit union technology applications (e.g. Fiserv DNA, Salesforce)
  • Ability to produce high quality work on a deadline
  • Flexibility to work independently as well as with others as needed
  • Knowledge of credit union services and products
  • Ability to communicate effectively verbally and in writing
  • Ability to resolve interpersonal conflict and miscommunication
  • Ability to handle sensitive situations in a calm, objective manner
  • Proficiency with Microsoft Office (primarily Outlook, Excel and Word)
  • Ability to hold sensitive information in confidence
  • Ability to be bonded

Preferred Knowledge, Skills and Abilities:

  • Vendor Management knowledge / experience
  • Special Account knowledge / experience (e.g. Estates, Trusts, Other Fiduciary Roles)
  • Knowledge of garnishment and subpoena laws and regulations
  • 4-year college degree
  • Paralegal certificate
  • KS Notary Public

Company Overview

  • Website
  • Headquarters KANSAS CITY, MO
  • Size 200 - 500
  • Founded 1940
  • Type
  • Revenue <$5M
  • Industry Retail & Wholesale
  • About communityamerica credit union
  • Kansas City Pride. It sure is easy to feel it around here. It smokes through our barbeque, flows through our fountains and chops with our Chiefs. CommunityAmerica's heart is the people of Kansas City. And if you live or work in Kansas City, come bank with us. Or, even better, join our team! We're always seeking community-minded, friendly people to work with us. Be sure to check out our current openings at if you are looking for a rewarding career, not just a job. Our employees enjoy a fun culture within our not-for-profit environment, and a quality work/life balanc ... e to boot! We offer a full suite of financial products and services for individuals and businesses, including online and mobile banking, checking, savings, loans, credit cards, investments, insurance and financial planning. Federally insured by the National Credit Union Administration; chartered as a credit union in Missouri. More

Skills for Legal Specialist

The job skills required for Legal Specialist include Microsoft Office, Law Enforcement, outlook, Products and Services, Financial services,and Communicates Effectively etc. Having related job skills and expertise will give you an advantage when applying to be a Legal Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Legal Specialist. Select any job title you are interested in and start to search job requirements.

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Career Path for Legal Specialist

The following is the career advancement route for Legal Specialist positions, which can be used as a reference in future career path planning. As a Legal Specialist, it can be promoted into senior positions as a Judge Magistrate that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Legal Specialist. You can explore the career advancement for a Legal Specialist below and select your interested title to get hiring information.