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Legal Documentation Specialist II

2 months ago

Remote, Oregon, United States Pathward Full time

We are a hybrid, remote-office company dedicated to growing our talent anywhere

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

At Pathward, we take tremendous pride in our purpose to create financial inclusion for allTM. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.


About the Role:

Provides legal assistance to attorneys and operations support, including contract review, project management, process management, and supporting other drivers of operational effectiveness for the team and the legal department. Responsible for drafting, reviewing and negotiating contracts for all business units.

What You Will Do:

  • Assists attorneys with general legal matters as needed.
  • Serves as the contract administrator for contract management system and actively supports, monitors, and manages contracts.
  • Conducts legal review of third-party contracts and documents, consulting attorneys as needed.
  • Maintains Business Continuity Plan and Risk Control Self-Assessment.
  • Drafts documents, including customized documents with special terms.
  • Negotiates terms of documents, consulting attorneys as needed.
  • Reviews and approves loan closing packages for funding.
  • Supports the Legal and Government, Risk, and Compliance (GRC) technology, processes, and tools, including procedures across the department.
  • Updates and assists with surveys, benchmarking, Key Risk Indicator/Key Performance Indicator (KRI/KPI) planning, including development opportunities.
  • Ensures external law firm compliance with OC Billing Guidelines in support of overall outside counsel management; tracks and maintains law firm data; acts as point of contact for law firms related to inquiries and conducts research.
  • Works with Accounts Payable to verify accuracy of vendor data in payables database.
  • Serves as the system administrator for e-billing system and actively supports, monitors, and manages legal invoice data.
  • Provides first-level end-user technical support of key legal department systems and introductory end-user training.
  • Creates and collaborates with the GRC and Legal team on department presentations, focus meetings, and related requests.
  • Other duties as assigned.

What You Will Need:

  • High School Diploma or equivalent.
  • 2+ years related experience.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $23.07 hourly – $42.60

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate's experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote


Don't have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you're excited about this role but your experiences don't match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing –

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.