Transactions Paralegal 2

1 month ago


Charlotte, North Carolina, United States Truist Full time

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Utilize strong knowledge of the law, legal processes, and management skills to assist attorneys with financial services contract reviews and drafting. Responsible for large volume of varying or moderate to complex matters with minimal supervision and has an established expertise in one or more specific skill sets or specialized legal practice areas.

Position can be located in Charlotte, NC or Richmond, VA. Requires ability to work in office 4 days per week beginning October 1, 2024*

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Resolve complex to highly-complex issues, transactions, or projects where significant professional expertise is required to apply law, regulation, policies, and guidelines.
  2. Investigate facts of a large volume of varying or complex to highly-complex matters, cases, or transactions, including by interviews with clients or witnesses. Organize, review, and analyze large volumes of detailed information.
  3. Perform moderately complex legal research, apply results to facts, and develop and communicate legal conclusions.
  4. Draft and review moderately complex legal and business documents including correspondence, agreements, contracts, pleadings, and other legal documents.
  5. Summarize matters, including events, facts, depositions, testimony, and interrogatories.
  6. Design, maintain, and/or manage one or more Legal Department workflow processes, reports, tools, and databases.
  7. Maintain and update files, forms, databases, and records.
  8. Interact on a professional level with other departments, internal and external clients, outside counsel, vendors, and others, including managers.
  9. Provide guidance and training to less experienced paralegals or other support staff, as applicable.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor's degree in an American Bar Association approved curriculum or equivalent education; or paralegal training program; or paralegal certification; or prior experience
  2. 5 or more years of related legal or financial experience
  3. Strong understanding of legal concepts, terminology, principles, and procedures
  4. Strong analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information, and develop substantiated conclusions with minimal supervision
  5. Strong communication skills with the ability to express complex facts and legal principles clearly and concisely, both verbally and in writing
  6. Strong knowledge of the principles, methods, and practices of legal research and writing with demonstrated proficiency in online legal research
  7. Creative problem-solving skills with ability to identify and resolve complex problems in a timely manner seeking input of others as needed
  8. Strong leadership and relationship management skills with the ability to positively influence others and achieve desired results
  9. Ability to work effectively under pressure and meet multiple deadlines
  10. Ability to manage numerous projects that require interaction with multiple attorneys, departments, and internal and external clients, including managers
  11. Strong organizational and project management skills; attention to detail and accuracy
  12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

  1. Experience with complex contract reviews and negotiations
  2. Experience with secondary market financial transactions, particularly asset sales and securitizations

OTHER JOB REQUIREMENTS / WORKING CONDITIONS

Sitting

Constantly (More than 50% of the time)

Standing

Occasionally (Less than 25% of the time)

Walking

Occasionally (Less than 25% of the time)

Bending

Occasionally (Less than 25% of the time)

Lifting

Up to 25 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel

Minimal and up to 10%

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site )

. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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