OnPoint Community Credit UnionPortland, Oregon Metropolitan Area
OnPoint Community Credit Union Portland, Oregon Metropolitan Area
1 month ago
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Overview
The Senior Paralegal position supports the legal work of the attorneys in OnPoint's Legal Department. The Senior Paralegal also performs independently to resolve questions submitted from business units and works closely and directly with business units to bring matters to resolution. The Legal Department at OnPoint manages legal and other risks, advises on products and services, interprets laws and regulations applicable to the Credit Union, and advises on other matters. The Senior Paralegal is a key part of our team.
Essential Functions
Understand and provide guidance to business teams on matters that affect account ownership and management, including guardianships, conservatorships, letters testamentary, small estate affidavits, powers of attorney, trust agreements and certifications, corporate formation and governance documents, and account terminations.
Review documents for Medallion Signature Guaranties
Assist with records requests, subpoenas, and other legal process management and response
Develop and oversee legal knowledge management initiatives, including maintain database of legal documents, regulatory and legal research, and other matters.
Coordinate with outside counsel and track legal invoices.
Support front-line and operations by working directly with business units or third parties, including participating with attorneys in meetings, and answering telephone calls and emails directly from business units or third parties.
Assist with contract management using Legal Department software
Assist with board and other governance materials
Interpret and implement applicable policies and procedures
Ability to identify pertinent information and create documents that present relevant information clearly and succinctly.
Ability to work with MS Office Suite, Lexis, and Westlaw products
Ability to collaborate and develop effective relationships across the organization.
Qualifications
Bachelor’s Degree or Associates Paralegal Certificate required
4-6 years Paralegal (or comparable) experience at a financial services company or paralegal experience at a law firm in areas of corporate law, estate planning, or financial services.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Legal
Industries
Financial Services
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Introduction: My name is Kimberely Baumbach CPA, I am a gorgeous, bright, charming, encouraging, zealous, lively, good person who loves writing and wants to share my knowledge and understanding with you.
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