Legal Administrative Specialist

This position provides support to the Director of Legal by performing secretarial duties utilizing legal terminology, procedures and documents. In addition to preparing legal papers and correspondence, the incumbent may also assist with legal research and may interact with outside counsel, clients and suppliers and their related counsel.

• Provides professional, courteous, and efficient service to all internal and external customers, reflecting the Bank’s commitment to high standards of integrity and service excellence.
• Embrace the Bank’s core values: Caring & Compassion, Excellence, Relationships, Trust, and Enrichment. Be a source of possibilities.
• Assist Director of Legal with daily tasks of the Legal Department.
• Prepares and processes legal documents and papers, including those for loan closings.
• Manages flow of written, highly sensitive materials received by and transmitted from Legal Department.
• Prepares and arranges for delivery of legal correspondence.
• Makes photocopies of correspondence, documents and other printed matter.
• As instructed by the Director of Legal, receives and places telephone calls, organizes and maintains files and schedules appointments.
• Assists the Director of Legal to prepare and file legal documents.
• Investigates facts and searches pertinent sources to prepare files.
• Organizes and maintains all departmental files, both paper and electronic.
• Assists in drafting correspondence and ensures accuracy and timeliness.
• Assists with special projects as requested.
• Perform miscellaneous duties or special assignments as required, always aligning with the Bank’s values of integrity, service, and collaboration.

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:

• Physical surroundings are generally pleasant and comfortable with protection from weather conditions, though temperature changes may occur.
• Ability to sit or stand with freedom of movement, regularly alternating between both positions.
• Extensive operation of computers and office equipment requiring dexterity, coordination, and frequent use of hands.

• Associate’s degree or equivalent work experience required; completion of paralegal program highly preferred (CLA or CP certification a plus).
• Minimum of 10 years’ experience with corporate law, real estate law, and collection litigation.
• Experience with complex commercial transactions and commercial loan documentation.
• Must have excellent communication, interpersonal, analytical, and organizational skills.
• PC proficient in Microsoft Office.
• Strong attention to detail.
• Ability to work with minimal supervision but in a team environment.
• Dependable and punctual, adhering to attendance standards and demonstrating accountability in all actions.
• Ability to work independently and as a team player, contributing to a supportive and collaborative work environment.
• Strong attention to detail, ensuring that all tasks are completed to the highest standards of accuracy and compliance.
• Proven ability to deliver quality work during times of increased volume, demonstrating resilience and a strong work ethic.
• Ability to, with or without accommodations, read/see documents and computer screens, communicate in person via telephone or Zoom calls, and use a computer and other office equipment.
• Ability to travel to all Bank locations, ensuring a flexible and adaptable approach to meeting organizational needs.