Legal Administrative Specialist

Supports the Director of Legal with legal matters such as commercial loan documentation, real estate transactions, collection and litigation issues, and other banking-related legal needs, including drafting legal documents. Assists with legal research, correspondence, file management, and communications with outside counsel, clients, and vendors. Plays a key role in organizing matters, tracking deadlines, and managing follow-ups to ensure timely completion of legal tasks, with strong attention to detail. Anticipates potential issues, resolves problems proactively, and helps streamline processes.

Key Responsibilities:

• Drafts and processes legal documents, including commercial loan closings and real estate-related filings, ensuring accuracy and completeness.
• Assists with litigation matters, including preparing pleadings, discovery, and related filings, and coordinating with outside counsel as needed.
• Communicate and coordinate with outside counsel, real estate brokers, title companies, and municipalities as needed.
• Tracks ongoing matters, deadlines, and follow-ups to maintain departmental organization and workflow.
• Prepare correspondence and sensitive materials with precision, timeliness, and discretion.
• Maintains both paper and electronic files, ensuring proper organization, accessibility, and accuracy.
• Supports daily operations of the Legal Department, including scheduling, calls and special projects.
• Conducts research and gathers information to assist in legal matters.
• Collaborates with other departments, including lending, compliance, and operations to support cross-functional initiatives and ensure seamless processes.
• Ensures compliance with internal policies, banking regulations, and professional standards.
• Upholds the Bank’s core values: Caring & Compassion, Excellence, Relationships, Trust, and Enrichment. 

Other Duties and Responsibilities:

• Attends all required meetings and training, maintaining a commitment to personal and professional growth in alignment with the Bank’s values.
• Complies with federal and state banking regulations, as well as with all bank and department policies and procedures.
• Interacts harmoniously, professionally, cordially and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.
• Serve on various committees as assigned, actively contributing to the improvement of branch operations and customer satisfaction.

Working Conditions:

• Office environment with occasional temperature variations.
• Ability to sit or stand, use computers and office equipment extensively, and handle routine physical activity associated with office work.

• Associate’s degree or equivalent work experience; paralegal program preferred.
• CLA or CP certification a plus.
• Minimum 10 years’ experience in corporate law, real estate law, collection litigation, and commercial loan documentation.
• Strong organizational, analytical, and communication skills; detail-oriented and dependable.
• Proactive problem-solving skills, anticipating issues and streamlining processes.
• Ability to work independently, prioritize tasks, and collaborate effectively.
• Handles sensitive information with discretion and professionalism.
• Proficient in Microsoft Office and legal document management.
• Capable of traveling to Court and Bank locations as needed.