11 дней назад
Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending Paralegal (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending Paralegal (Fintech): Drafting, reviewing, and managing lending documentation for private bank financing transactions with an accent on securities-based lending, mortgages, unsecured lending, and commercial lending. Focus on supporting closings, standardizing legal workflows, and leveraging automation and AI to improve scalability and operational efficiency.
Location: Dallas, TX, United States
Company
is a financial services company.
What you will do
- Draft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending materials.
- Support transaction execution and closings by collecting documents and tracking deliverables.
- Track legal projects, transaction pipelines, and key milestones.
- Maintain legal templates, playbooks, forms, and guidance materials.
- Partner with attorneys and stakeholders across Legal, Credit, Business, Operations, Compliance, Risk, and Technology.
- Drive document standardization, workflow automation, and operational efficiency initiatives, including the use of AI.
Requirements
- Strong analytical, organizational, and project management skills with the ability to manage multiple priorities and deadlines.
- Excellent written and verbal communication skills and effective cross-functional collaboration.
- Strong drafting, document management, attention to detail, judgment, and organizational capabilities.
- Interest in lending products, financial services, legal frameworks, technology, automation, and AI.
- Prior paralegal, legal operations, lending, banking, or financial services experience is preferred; a JD is not required.
- Professionalism, integrity, adaptability, and the ability to work in a fast-paced environment.
Culture & Benefits
- Broad exposure to private bank lending products and related legal matters.
- Opportunity to build expertise in lending and credit.
- Cross-functional collaboration across Legal, Credit, Operations, Compliance, Risk, Business, and Technology.
- Opportunity to contribute to the modernization and scalability of legal service delivery.
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