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Paralegal Specialist

2 months ago

Dublin California, United States Patelco Credit Union Full time

About Patelco Credit Union

Patelco Credit Union is a not-for-profit financial institution with a mission to build financial health and wellbeing for our members. With a rich history dating back to 1936, we have grown from $500 in assets to over $9 billion in assets and are the 7th largest credit union in California with branches throughout Northern California.

We are committed to serving our members throughout all stages of life, providing them with the products and services they need to plan purposefully for their futures and secure our life-long partnership as their trusted financial advocate. As one team, we are dedicated to delivering exceptional service, empowering financial literacy, creating innovative products, and providing cutting-edge technology for our members.

Our Culture

We believe that work should be rewarding, challenging, and enjoyable. We strive to create a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco Credit Union could be the perfect fit for you.

Job Summary

Under the general supervision of the Legal Department, this role will support the implementation and maintenance of legal risk management programs and policies, provide guidance and advice to various business units on legal matters, and assist in managing relationships with external legal counsel.

Responsibilities

  • Perform legal research and analysis on various legal issues and regulatory matters.
  • Review and revise legal documents using track changes and the compare function in MS Word.
  • Manage and maintain legal files.
  • Coordinate responses to legal correspondence, including but not limited to summons, subpoenas, depositions notices, etc.
  • Assist the Legal Department in providing counsel, guidance, and strategy regarding legal and regulatory matters or issues involving the credit union.
  • Assist the Legal Department to ensure that the policies, procedures, and forms of the credit union comply with all applicable laws, regulations, and credit union policy.
  • Remain informed of legal and regulatory changes and developments affecting the credit union industry and financial services.
  • Coordinate with the Legal Department and Specialized Accounts in advising on guardianships, POAs, etc.
  • Coordinate with the Legal Department and Member Experience in advising on regulatory complaints, CEO/Board complaints, etc.
  • Manage Litigation Case Management for existing cases and new ones.

Requirements

  • An associate degree is required and/or 5 to 7 years of legal related experience in a financial institution, government agency, or law firm.
  • Capable of quickly identifying and resolving issues, including balancing legal and business risks, and giving clear and concise advice in order to drive matters to close.
  • Experience in financial institution is preferred but not required.

Benefits

  • Exceptional Medical, Dental, Vision, and Life Insurance benefits.
  • Onsite fitness center at HQ and rewards for completing wellness-related activities.
  • Competitive compensation packages with bonus opportunity.
  • 401(k) with 3% Safe Harbor and 5% employer match.
  • Discounts on loan products.
  • Tuition reimbursement.
  • Employee Assistance Program (EAP).
  • PTO for part-time and full-time positions.
  • Paid holidays.
  • On-the-job training and skills development.
  • Internal transfer opportunities for career growth.
  • Volunteer work.
  • Flexible work arrangements available for specific positions.

Equal Opportunity Employer

Patelco Credit Union is an Equal Opportunity Employer, including individuals with disabilities and protected veterans.