Document Preparation Specialist

Description

Position Summary

Genesis is seeking a detail-oriented Document Preparation Specialist to support its in-house legal team by completing and processing templated legal documents. This is an administrative role, no legal experience, license, or degree is required. The ideal candidate has excellent attention to detail, strong data entry accuracy, and the ability to follow precise instructions and formatting standards. All documents are prepared using established templates under the review of attorneys, paralegals, or legal department staff.

Requirements

Key Responsibilities

• Complete and populate legal document templates (letters, notices, forms, and pleadings) using account and case information provided by the legal team.

• Accurately enter and verify data from account records, intake forms, or case files into document templates and internal systems.

• Proofread completed documents for accuracy, formatting, and completeness before routing for attorney or paralegal review.

• Track document status and queues; flag missing or inconsistent information and follow up with legal or collections staff to obtain it.

• Organize and file completed documents, both physical and electronic, according to department naming and filing conventions.

• Prepare documents for mailing, e-filing submission, or internal routing as directed by legal staff.

• Maintain and update document templates as directed; flag formatting inconsistencies or errors to the legal team.

• Maintain strict confidentiality of sensitive account, customer, and legal information.

• Support the legal team with other general administrative and clerical tasks as needed.

Qualifications

Required:

• High school diploma or equivalent.

• Exceptional attention to detail and accuracy, particularly with data entry and proofreading.

• Strong typing and computer skills; proficiency with Microsoft Word, Excel, and Outlook.

• Ability to follow detailed written instructions and templates precisely and consistently.

• Strong organizational skills and the ability to manage a high volume of documents and deadlines.

• No prior legal experience, paralegal certification, or degree required.

Preferred:

• Prior administrative experience a plus in a legal, financial services, or collections office environment.

• Familiarity with document management, case management, or mail-merge/forms-based software.

• Experience working with high-volume, deadline-driven document processing.

Reporting & Logistics

Reports To: SVP of Training and Projects

Location: Phoenix, AZ metro area (in-office)

Employment Type: Full-Time, Exempt

Schedule: Monday–Friday, 7:00 am to 4:00 pm business hours

Benefits

• Medical, dental, and vision insurance

• Paid time off and company holidays

• 401(k) with company match (per company policy)