Wolf v. Discover Financial Services Incorporated

District Court, D. Arizona·Decided February 8, 2021·No. 2:19-cv-04989·Unknown

Opinion

1 WO 2 3 4 5 6 IN THE UNITED STATES DISTRICT COURT 7 FOR THE DISTRICT OF ARIZONA

9 Joan Wolf, No. CV-19-04989-PHX-JAT

10 Plaintiff, ORDER

11 v.

12 Discover Financial Services Incorporated,

13 Defendant.

14 Before the Court is Defendant’s Motion for Summary Judgment (Doc. 92). Plaintiff 15 filed a Response (Doc. 116)1 and Defendant filed a Reply (Doc. 117). The Court now rules. 16 I. BACKGROUND 17 The following facts are either undisputed or recounted in the light most favorable to 18 Plaintiff, the non-movant. Ellison v. Robertson, 357 F.3d 1072, 1075–76 (9th Cir. 2004). 19 Plaintiff worked for Defendant for approximately 25 years from September 21, 1993 20 to December 3, 2018. (Docs. 12 at 5, 92 at 2). Plaintiff was originally hired as a customer 21 service representative and then became a fraud analyst; a position Plaintiff occupied 22 through the end of her employment with Defendant. (Doc. 92 at 2). During her career as a 23

24 1 Plaintiff also submitted a Declaration in Support of Opposition to Defendant’s Motion for Summary Judgment (Doc. 113) which functions as a separate statement of facts. Per 25 the Court’s November 20, 2019 Order, “parties may not file separate statements of facts or controverting statements of facts, and instead must include all facts in the motion, response 26 or reply itself.” (Doc. 30 at 4). Because of this, the Court will not consider Plaintiff’s separate statement of facts in its analysis of Defendant’s Motion for Summary Judgment. 27 The Court notes, however, that the separate statement of facts is largely duplicative of the facts in Plaintiff’s response, and the non-duplicative facts are irrelevant to the instant 28 issues. Thus, even if considered by the Court, Plaintiff’s separate statement of facts would not alter the Court’s analysis. 1 fraud analyst, Plaintiff regularly worked night and weekend shifts and, because of this, was 2 paid more than her peers who worked the day shift during the week. (Id.). 3 All fraud analysts performed the same job functions. (Id.). Over the course of 4 Plaintiff’s employment her job functions varied and included reviewing accounts, speaking 5 on the phone, and “queue work,” which refers to investigating accounts flagged for 6 suspicious activity. (Id.).2 An essential, and in fact the primary, job function of a fraud 7 analyst was speaking on the phone for a full shift. (Id. at 3). Wolf spent her entire shift on 8 the phone with customers unless there was an internal meeting, or she was participating in 9 a learning exercise. (Id.). On occasion, fraud analysts would be pulled off the phone 10 temporarily for special projects. (Id.). 11 Plaintiff took a medical leave of absence from August 22, 2017 to February 14, 12 2018, and in that time, Plaintiff got throat and nose surgery to treat sleep apnea. (Doc. 12 13 at 5; Doc. 92 at 4). Plaintiff returned to work on February 15, 2018 with no work 14 restrictions. (Doc. 92 at 4). 15 On March 5, 2018 A.G., a Department Manager for Defendant, held a meeting for 16 employees with high average call handling time (“AHT”), to discuss ways to reduce AHT 17 and address any concerns or questions employees had. (Id. at 5, Doc. 116 at 3). Plaintiff 18 attended the meeting and read a prepared statement. (Doc. 92 at 5). Plaintiff raised age 19 discrimination as a possible reason for having the meeting, and A.G. became offended, 20 raising his voice to Plaintiff. (Id. at 5–6) On March 9, 2019, Plaintiff and A.G. had a 21 separate one-on-one meeting where Plaintiff again read prepared remarks after which the 22 meeting ended. (Id. at 5). On March 12, 2018, Plaintiff filed a complaint with Human 23 Resources against A.G. alleging that he was “rude, bullying, hostile, condescending and 24 insulted her integrity” during the March 5, 2018 meeting. (Id. at 5–6). After Human 25 Resources investigated the complaint, A.G. was coached on ways to run more effective 26 meetings and better address performance issues. (Id. at 6). 27 2 In 2012, an Identity Protection Team (“IPT”) was created to handle queue work, so 28 Plaintiff performed no queue work during the last five years of her employment. (Id. at 2– 3). 1 On March 29, 2018, Plaintiff claimed that the “phone work” that was required by 2 her position was straining her voice, and she requested no phone work until May 23, 2018 3 based on a doctor’s recommendation. (Docs. 12 at 7, 92 at 6).3 Plaintiff sought an 4 accommodation from Defendant to be assigned only non-phone related work. (Docs. 92 at 5 6, 116 at 4). Defendant claimed that there were no available non-phone positions for 6 Plaintiff and declined to consolidate non-phone job functions into a single new position for 7 Plaintiff. (Doc. 92 at 6). Instead, Plaintiff was placed on temporary leave. (Id.). 8 On March 30, 2018 Employee Relations Advisor R.D. began searching for 9 alternative jobs that would not require Plaintiff to speak on the phone. (Id. at 7). Plaintiff 10 declined other alternative accommodations including working only part-time or taking 11 extra breaks. (Id.; Doc. 116 at 4–5). R.D. reviewed job listings to determine if there were 12 any vacant positions that would meet Plaintiff’s needs but did not find any such position 13 for Plaintiff.4 (Doc. 92 at 7). Plaintiff’s medical issues did not resolve, and her doctor 14 extended her “no phone work” restrictions to July 30, 2018. (Id.). As a result, Plaintiff’s 15 temporary leave was extended. (Id.). 16 On July 18, 2018, Plaintiff filed an EEOC discrimination charge alleging disability 17 discrimination and retaliation in violation of the Americans with Disabilities Act (the 18 “ADA”). (Id.). Plaintiff received her right to sue based on the charge on May 25, 2019 19 (Doc. 12 at 11). 20 Plaintiff’s medical issues did not resolve by the end of July 2018, and her doctor 21 extended her “no phone work” restrictions multiple times through December 17, 2018. (Id. 22 at 8, Doc. 116 at 5). During this period, Defendant did not find a no-phone-work position 23 for Plaintiff, so Plaintiff remained on temporary leave. (Docs. 92 at 8, 116 at 5–6). 24 Plaintiff’s leave was ultimately exhausted, so she was terminated on December 3, 2018. 25 (Doc. 92 at 8). 26

27 3 “Phone work” describes work that required speaking on the phone to customers or other Discover employees. 28 4 Plaintiff disputes the diligence of the review undertaken, calling it “inconsistent” but does not appear to dispute that a review was undertaken. (See Doc. 116 at 5). 1 II. LEGAL STANDARD 2 Summary judgment in favor of a party is appropriate when that party “shows that 3 there is no genuine dispute as to any material fact and [it] is entitled to judgment as a matter 4 of law.” Fed. R. Civ. P. 56(a). Stated conversely, a party “can defeat summary judgment 5 by demonstrating the evidence, taken as a whole, could lead a rational trier of fact to find 6 in its favor.” S. Cal. Gas Co. v. City of Santa Ana, 336 F.3d 885, 888 (9th Cir. 2003) (per 7 curiam). 8 The movant must first establish that there is no genuine dispute of material fact and 9 that, based on the undisputed material facts, the movant is entitled to judgment as a matter 10 of law. Celotex Corp. v. Catrett, 477 U.S. 317, 323 (1986). The burden then shifts to the 11 nonmovant to demonstrate the existence of any dispute of material fact. Id. at 323–24. The 12 nonmovant “must do more than simply show that there is some metaphysical doubt as to 13 the material facts” by “com[ing] forward with ‘specific facts showing that there is a genuine 14 issue for trial.’” Matsushita Elec. Indus. Co. v.

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Wolf v. Discover Financial Services Incorporated, (D. Ariz. 2021).

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