Legal Coordinator

We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join the Meritrust team, your benefits will include:

• Comprehensive medical insurance plan that has HRA, HSA, and FSA options
• Dental and vision insurance
• Generous paid-time-off
• 11 paid holidays
• Annual bonus (based off of annual results/scorecard each year)
• 401(k) plan with a 5% match
• Wellness program
• Tuition assistance
• Employee loan discount
• Employee Assistance Program (EAP)
• Life and disability coverage

What sets working for Meritrust apart?

• Career development and pathing opportunities to move into leadership roles or other lines of business within MCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
• Supportive and engaging work environment.
• A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
• A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.
• Studies have shown that individuals from marginalized and or historically underrepresented groups may be less likely to apply for jobs unless they meet every one of the qualifications listed. We are most interested in finding the best candidate for the job. We would encourage you to apply for a job at Meritrust Credit Union, even if you don’t meet every one of our qualifications listed.

This is a full-time position working 40 hours a week, Monday-Friday 8:00am - 5:00pm.

POSITION SUMMARY: 

The Legal Coordinator provides administrative and operational support to the Legal Department of the credit union. This position is responsible for organizing legal documents, coordinating contract and regulatory filings, assisting with document review, and supporting legal and compliance activities. The Legal Coordinator works closely with internal departments, outside counsel, and regulators to ensure smooth, timely legal operations and proper document management in alignment with the credit union’s policies and regulatory standards. 

ESSENTIAL FUNCTIONS: 

• Coordinate the intake, tracking, and filing of legal documents, contracts, subpoenas, and regulatory correspondence. 
• Maintain organized and confidential legal files, including contracts, litigation files, and compliance materials. 
• Assist with tracking legal deadlines, contract renewals, and regulatory reporting requirements. 
• Support the legal team in preparing, formatting, and proofreading legal correspondence and documents. 
• Schedule meetings, hearings, and calls for the Legal Department and coordinate with internal and external parties. 
• Process and track legal invoices, retainer agreements, and vendor billing in coordination with Accounting. 
• Assist with preparing and distributing responses to legal inquiries, subpoenas, garnishments, or levies under supervision. 
• Support project management for legal initiatives, including policy updates, audits, and compliance reviews. 
• Assist with maintaining and updating legal document templates, policies, and internal procedures. 
• Interface with internal stakeholders and external counsel to facilitate legal tasks and resolve inquiries. 

QUALIFICATIONS 

Education/Certification:  

• 2+ years of experience in a legal, compliance, or administrative support role. 
• Experience working in a legal department, law firm, or financial services environment preferred. 
• Prior experience coordinating legal correspondence or managing confidential records is a plus. 

Required Knowledge:  

• Basic understanding of contract structure, legal terms, and vendor management practices. 
• General knowledge of compliance obligations in financial institutions (e.g., NCUA, third-party due diligence). 
• Familiarity with internal controls, risk assessment, and document retention practices. 

Experience Required:  

• 2+ years of experience in a legal, compliance, or administrative support role. 
• Experience working in a legal department, law firm, or financial services environment preferred. 
• Prior experience coordinating legal correspondence or managing confidential records is a plus. 

HARD/TECHNICAL SKills/Abilities: 

• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); strong formatting and document review skills. 
• Familiarity with legal or document management systems (e.g., SharePoint, CLM, or legal billing platforms). 
• Strong organizational and time management skills; ability to track multiple priorities and deadlines. 
• Attention to detail and high level of accuracy in document handling. 
• Strong communication skills, both written and verbal. 
• Ability to handle sensitive information with discretion and maintain confidentiality. 
• Comfort working in a fast-paced, deadline-driven environment with minimal supervision. 

WORKING CONDITIONS 

• Standard office conditions 
• Low to moderate noise 
• Limited lifting up to 15 lbs. 

This description has been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate.   

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. 

 
The Credit Union believes that each employee makes a significant contribution to our success.  That contribution should not be limited by the assigned responsibilities.  Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent.  It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.  

Job descriptions are not intended as and do not create employment contracts.  The organization maintains its status as an at-will employer.  Employees can be terminated for any reason not prohibited by law. 

Final Compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, and internal pay equity.

We anticipate this position to close within 30 days of posting. Please submit your application at your earliest convenience to be considered.

You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Meritrust Credit Union, we encourage you to apply! 

Thank you for your interest in Meritrust Credit Union.