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ProfileParalegal The candidate will prepare and provide legal opinions and advice to the General Counsel and to business units as delegated by the General Counsel in compliance with state and federal regulations, company policies, and established Standard Operating Procedures (SOPs). Will participate with Advisors to provide exceptional service and sensible advice to customers and Advisors holding the company Values to the highest esteem. Attend various negotiating sessions, administrative hearings, arbitration and litigation hearings; collect, analyze, organize, and present legal and business information orally and in writing; research law, investigate facts, prepare documents, and communicate effectively to assist and provide a range of (1) business, real estate, lending, and litigation legal support and administration and (2) governmental and support and administration to the General Counsel, outside counsel, and other professionals and paraprofessionals inside and outside the company as delegated by the General Counsel. Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written, and telephone communications. Accountable for adherence to all regulatory and compliance standards. Actively protect confidentiality of company, advisor, customer, and account information. Perform legal and factual research and conduct in-depth analysis. Conduct records research. Cross-check and validate information. Prepare written reports. Review and monitor new and updated laws and regulations. Identify relevant judicial decisions, statutes, legal articles, codes, and other pertinent material. Collect, analyze, organize, and present legal and business information orally and in writing. Prepare, review, and edit legal forms and documents including contracts, corporate records, agreements, deeds, applications, briefs, pleadings, and legal memoranda. Formulate, review, and edit correspondence for communications with internal and external persons. Assist with litigation preparation. Locate and communicate with witnesses. Organize, manage, and track matter/case files and maintain legal resources. Maintain calendars and ensure deadlines are met. Create departmental reports such as outside legal fee spend and legal metrics. Perform clerical duties such as scheduling appointments, providing information, composing and keyboarding routine communications, and reading and responding to mail. Report suspicious transactions or unusual occurrences to supervisor. Conduct and document periodic risk reviews and run reports as needed. Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions. Maintain customer confidence and protect bank operations by keeping information private and confidential. Participate in ongoing skill, compliance, risk management, and security training as required for the position and apply knowledge in daily tasks.
Qualification and Experience
The candidate should have a Bachelor's degree from a paralegal program or equivalent education and experience, preferably with corporate, real estate, or banking background. Must be NALA certified or able to obtain certification. Thorough knowledge of legal principles and practices and experience monitoring the legal environment is required. Relevant computer knowledge and experience with word processing, spreadsheet, and pdf programs needed. Command of computer and paper legal research techniques is essential. Should be proficient in legal terminology.
Pacific Horizon Bancorp
2626 Foothill Blvd.
La Crescenta, CA 91214