Paralegal (Legal Operations Coordinator)

Legal Operations Coordinator Summary: At the direction of the Chief Risk Officer & General Counsel, assists in providing a wide range of exceptional support with regulatory compliance, risk management, vendor management, contract reviews, complaint management and corporate paralegal support. Fulfills legal duties and adheres to regulatory requirements. Always acts in the best interests of the Credit Union and its members to ensure its safe, legal, compliant and prudent operation. Legal Operations Coordinator Responsibilities: Provides support with reviewing, editing, drafting, and proofreading of legal documents, including commercial contracts and correspondence. Assists in the development or improvement of templates, department-wide business processes, and policies and procedures. Acts as an administrator for and works within the vendor contract repository and performs reviews to identify areas of legal risk and operational concerns. Ensures all vendors adhere to full onboarding process and requirements. Performs all necessary follow-ups and escalations to ensure timely execution. Organizes the development of the vendor management process, consistently offering improvements that increase vendor compliance and continuity. Maintains matters organized by triaging priorities, monitoring and updating status, documenting actions, tracking deadlines, maintaining logs, and preparing reports. Exercises independent problem-solving techniques to resolve administrative problems; proactively follows up on pending matters; works well as a team player with key business units through transparent and frequent communication. Coordinates and prepares meetings with internal and external stakeholders as needed. Maintains privacy and confidentiality of all matters. Works collaboratively with other departments and outside counsel. Responds to requests from internal and external parties. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Serves as one of the collaborators with respect to the contract management system, utilizing the company contract management system. Prepares reports, correspondence, presentations, forms and other documents often of a confidential nature and requiring individual judgment, without significant instruction or review. Reviews and interprets account-related paperwork, powers of attorney, trust agreements, entity documents (e.g. corporate resolutions, by-laws, partnership agreements), court orders, guardianship documents. Provides support in responding to escalated questions and issues raised by members, consumer regulatory inquiries, and other internal departments. For Internal Use Only REV 08.2023 Provides support for corporate governance matters, including responsibility for the management and coordination of meetings of the board and board-level committees as well as all post-meeting actions, to include preparation of minutes and other governance documents. Monitors corporate governance and corporate secretarial developments with oversight of the Chief Risk Officer & General Counsel. Leads and/or assists with project management for legal department projects. Contributes to the team effort by performing other legal operations tasks and support as needed. Actively supports the achievement of credit union’s strategy, mission and goals. Other duties as assigned. Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the credit union’s purpose, mission and core values. Legal Operations Coordinator Requirements: Associate's degree or completion of a specialized course of study at a business or trade school. Paralegal certificate from an accredited program required (J.D. degree also accepted). 5-7 years of experience working with attorneys as a paralegal in a corporate legal department. 5 years of experience providing direct support to boards of directors and executive management. Experience drafting, reviewing, and negotiating agreements or contracts under attorney supervision strongly preferred. Familiarity with credit unions and financial institutions preferred. Experience using administrative and legal technology, with a demonstrated ability to quickly learn new programs. Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. Detail-oriented and can work autonomously on a wide variety of assignments and projects. Possesses a strong drive for excellence, attention to detail, an ability to adapt to change, and a “can do” positive attitude. Excellent written and verbal communication skills. Ability to problem-solve, use judgment and discretion. Proactive and flexible, with the ability to work in an environment with shifting priorities and demands. Strong organizational skills, detail-oriented and ability to work with precision. Strong interpersonal skills and professional demeanor. Ability to handle multiple tasks in a high-paced environment simultaneously and balance priorities and timelines. Ability to receive and complete assignments with minimal supervision. Ability to handle and manage confidential information.