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Legal Documentation Specialist II

Remote
Legal

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.

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