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Years of Experience
Legal - Paralegal II - Consumer Banking Responsibilities: Review and interpret account-related paperwork, powers of attorney, trust agreements, entity documents (e. g. corporate resolutions, by-laws, partnership agreements), court orders, guardianship documents. Conduct legal research on statutes, regulations (federal and state) and cases affecting the banking industry, including in the area of Trusts & Estates law and Guardianship law. Work closely with the attorneys and other paralegals in the Consumer Banking legal teams as well as Consumer Banking personnel and members of other departments in the company on matters related to Consumer Banking. Provide support in responding to escalated questions and issues raised by Consumer Banking customers, customers’ attorneys and other representatives. Monitor changes to state law applicable to Consumer Banking. Answer questions related to line of business policies and procedures. Draft memoranda, summaries of legal research and issues, responses to customer correspondence, and such other documents as necessary. Assist in collection, organization and maintenance of legal documents. Other responsibilities as assigned.
Qualification and Experience
Qualifications: 4 year college degree and paralegal certificate required. 3 years paralegal experience or relevant experience in a legal environment. Specific experience in banking (e. g. bank branches, deposit accounts) is a plus. Proficiency with Lexis, as well as standard Microsoft Office applications. Ability to learn new applications such as deposit servicing systems. Ability to multi-task and manage priorities effectively under tight deadlines. Excellent verbal and written communication skills. Excellent interpersonal skills interacting with peers, customers and attorneys. Self-starter and ability to work with minimal supervision. Good judgment and discretion.
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