Corporate Paralegal
1 week ago
Wings Credit Union is searching for a Corporate Paralegal to assist the legal team with research, investigation, document retrieval, and drafting of legal documents, regulatory filings, and response to member complaints. Also responsible for all aspects of legal processing, including but not limited to, member requests, subpoenas and third-party requests for information and documentation. This role may include training other staff, coordinating workload and processing.
ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.
- Prepares, drafts and reviews legal documents such as contracts, pleadings, and responses to discovery requests
- Prepares and organizes document production, exhibits, and affidavits for legal matters
- Drafts regulatory documents for filing such as Articles and Bylaw amendments, applications for field of membership changes and applications for merger/acquisition
- Administrator for Policy and Procedure platform which includes general administration of the platform, uploading all policies and procedures, setting up workflow for policy/procedure approval, setting up questionnaires/acknowledgement of employee policies and procedures
- Research, investigate and compile information/documentation for litigation and lawsuits
- Prepares and drafts quarterly Board Reports for the Wings Financial Foundation
- Research, investigate and draft written response to member complaints
- Processes third party request for information and documentation
- Processes third party levy/garnishments as backup support
- Leads the processing of subpoenas and court orders for member records
- Communicates with third parties, vendors, outside attorneys, the IRS, and members
- Process member’s request for information and documentation
- Assists other departments with requests for letters, documentation, and information
- Scans and files correspondence and documentation into the legal file in Application Extender
- Manages legal files and documents, coordinates with internal departments and external partners, expedites workflow, and maintains management systems, schedules and deadlines
EDUCATION, SKILLS and EXPERIENCE
- Bachelor’s degree (Business Administration or Business Management degree) preferred.
- Minimum of 5-7 years legal experience, financial institution or corporate experience preferred.
- Legal Assistant/Paralegal certification preferred
- Attention to detail and accuracy
- Excellent organizational and time management skills
- Critical thinking and problem-solving skills
- Strong written and verbal communication skills
- Ability to multi-task
- Advanced PC and Windows skills
- Ability to work in a fast-paced environment
- Ability to work independently and well with others
- Experience dealing with records management and legal documents preferred
- Bondable
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