Legal Clerk

C

CrossCheck, Inc.

Posted 3 months ago

Full Time

Petaluma, California

Remote OK

Smart Summary

Responsibilities

The Legal Clerk provides administrative support to attorneys and paralegals, focusing on managing bankruptcy filings and outside firm matters. Key duties include preparing legal correspondence, processing payments, and handling departmental communications.

Qualifications

You have administrative assistant education or training, with a strong understanding of relevant laws and regulations. You are proficient in MS Office programs and possess excellent English, grammar, typing, and computer skills.

Must Have Skills for ATS

MS Office

GAAP

IFRS

HIPAA

SOC 2

Driver's license

Job Description

The Legal Clerk’s primary purpose is to provide support to the Department’s attorneys and paralegal

Responsibilities:

  • Manage matters placed with outside firms
  • Review, process and manage bankruptcy filings, including filing proofs of claim and informing manager of any matters which need attention, such as bankruptcy motions, dismissals on active matters, and claims which may fall outside the scope of bankruptcy
  • Prepare legal correspondence
  • Open and distribute daily mail
  • Process payments received by the Legal Department
  • Assist with skip trace on legal files
  • Primary responsibility for answering the Legal Department phone and directing calls.
  • Assist with preparation and filing of various legal documents and forms
  • Ability to establish and maintain positive working relationships with other employees.
  • Ability to meet department attendance requirements
  • Ability to work effectively under departmental pressure/stress situations

 Knowledge and Experience:

  • Basic knowledge of and familiarity with relevant laws and regulations applicable to the Company and Legal Department functions
  • Administrative Assistant education or training
  • Legal office experience preferred
  • Must be proficient in MS Office programs

 Skills and Abilities:

  • Detail oriented with ability to multi-task
  • Good English, grammar, math, typing and computer skills
  • Maintain confidentiality as outlined in the company’s Confidentiality Agreement
  • Work well independently and as part of a team
  • Convey professionalism in all day-to-day activities

 Licenses or Certificates Required:  

  • Driver's license

Optio Solutions, LLC is a company focused on improving clients’ ROI and protecting their brands through extensive financial services experience, advanced technology, certified data security, legal compliance, and professionally designated staff. Optio is a member of ACA International and the California Association of Collectors. The company is headquartered in Petaluma, California, with additional team members working remotely across the country.

C

CrossCheck, Inc.

CrossCheck helps businesses get paid faster, more securely, and with greater confidence by combining streamlined payment experiences with guaranteed protection. Designed for today’s payment expectations, CrossCheck reduces friction at checkout and makes it easier for customers to complete transactions, improving payment performance for businesses that rely on high-ticket sales. CrossCheck delivers fast, streamlined payment experiences backed by guaranteed protection, giving businesses speed, simplicity, and certainty in every transaction. With specialized expertise supporting industries such as automotive, auto aftermarket, motorsports, home furnishings, heavy equipment, building supplies, construction, and veterinary services, CrossCheck is built for transactions where reliability and performance matter most. Founded in 1983, CrossCheck combines decades of payment expertise with a fintech-driven approach to how businesses get paid today. Headquartered in Petaluma, California, with a second location in Southlake, Texas, CrossCheck supports merchants nationwide. Philanthropy: In the community, CrossCheck employees participate in annual philanthropic programs for the Alzheimer’s Association, American Cancer Society, American Red Cross, Dallas Fallen Officers Fund, Annual Food & Funds Drive for the Redwood Empire Food Bank, Salvation Army Angel Tree program, and the ACA Collectors Challenge.
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