Real Estate Paralegal jobs at Fulton Bank - 66 jobs
Real Estate Attorney
Capcenter 4.2
Richmond, VA jobs
CapCenter is a rapidly growing business that is trailblazing new homeownership solutions. By optimizing all the buying, selling, and home financing needs in one place, we are able to provide first-in-class service and one of a financial benefit. CapCenter exists to help individuals and families achieve all their homeownership dreams. When you join CapCenter, you are impacting the largest industry in America, residential realestate.
Job Overview
CapCenter is seeking highly competitive and energetic RealEstate Attorneys who want to use their legal background, ethics, and training to help run CapCenter's business operations primarily and to advise the business secondarily. These Attorneys will perform a unique blend of business operations management and legal oversight activities and will not be afraid to roll up their sleeves to do whatever it takes to ensure CapCenter's clients receive the best experience possible.
Core Responsibilities:
Closing Execution.
At CapCenter the closing ceremony is more than a necessary step in getting the deal closed. It is an opportunity for the RealEstate Attorney to meet with CapCenter's clients, deliver a professional and fun experience to those clients, address any lingering client concerns, and educate clients on other services and products offered by CapCenter. The goal is for all CapCenter clients to leave the closing eager to spread the CapCenter story to friends and family.
Operations Team Leadership
. The RealEstate Attorney will oversee a cross-functional team of mortgage and closing professionals to ensure that the Team is staying in compliance with internal operational timeline requirements and meeting or exceeding minimum client satisfaction targets. By doing so, the RealEstate Attorney is expected to help grow CapCenter's business.
Lending Counsel.
The RealEstate Attorney is embedded in CapCenter's mortgage and closing operations and is responsible for advising operational team members on legal and title requirements imposed by state law and the secondary mortgage market.
Transaction Quality Control.
The RealEstate Attorney is the key quality control manager for CapCenter's clients. In addition to preparing transactions for closing and advising the business, the RealEstate Attorney provides legal support and quality assurance to CapCenter's title, loan production, closing, and realty teams.
State Law Subject Matter Expertise.
The RealEstate Attorney will be responsible for becoming a subject matter expert on state law governing the operations team for which the Attorney provides oversight.
Build a Better Way.
The RealEstate Attorney will improve and streamline CapCenter's existing processes, forms, and systems so that the Company operates in an efficient and cost-effective manner.
Qualifications
The candidate must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of realestate and home finance. Strong analytical skills and desire to use legal background to run a business, along with the ability to explain numerical concepts, are necessary. Some experience in the private practice of law is preferred. In addition, the following minimum attributes and qualifications are required:
Law License and JD from an accredited law school, along with a Bachelor's degree
Willingness to learn local realestate and mortgage markets
Proven professionalism, ethics, and character
Proven client service and relationship-building skills
We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$77k-119k yearly est. 2d ago
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Paralegal
Source One Technical Solutions 4.3
Summit, NJ jobs
Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global pharmaceutical manufacturing client in Summit, NJ .
This role will be onsite and available to candidates local to the Summit, NJ
No Third Party or Corp to Corp or sponsorship.
Title: Paralegal
Location: Summit, NJ
Onsite (Mon-Fri, 40 hours)
Contract Duration: 12 months, with likely extension
Pay Rate: $43.57 per hour (w2)
***Must have eBilling experience and or Onit software
Description:
Support day to day Legal Matter Management (ELM) and eBilling activities.
Key Responsibilities
• Support timekeeper review and approval process in Onit.
• Support matter budget process within Onit.
• Perform first level invoice review, ensuring accuracy against Outside Counsel Guidelines and ensuring required fields are populated.
• Open new matters, as needed, ensuring all necessary details are captured
• Assist with generating ad hoc reports
Required Qualifications
• Associate's degree or equivalent certification.
• 5+ years of work experience in a law firm or legal department.
• 2+ years of experience supporting eBilling and matter management, preferably using Onit.
• Proven success operating in global, matrix environment.
• Must have ability to communicate complex ideas clearly and concisely
• Proven ability to examine issues, make appropriate decisions and ensure prompt actions.
• Experience with technology used in a Corporate legal department including but not limited to: Onit, PowerBI and/or Tableau, Power Automate, Sharepoint, Teams, CoPilot, Writer
• History of performance aligned with *** Values and Behaviors
$43.6 hourly 5d ago
Corporate Governance Services Legal Specialist
Donnelley Financial, LLC 4.8
Rockville, MD jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognizedas one of
AMERICA'S MOST LOVED WORKPLACES
for five consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
In this position, the proxy specialist will leverage deep paralegal expertise in compliance and governance, conducting thorough research on regulatory disclosure requirements to identify and provide insights to the Corporate Governance Team. The role involves interpreting legal and regulatory developments, preparing detailed findings and recommendations for sales, assisting with thought leadership on emerging corporate governance, proxy and disclosure issues and aligning the Corporate Governance Team with the Director of Proxy Strategy.
Responsibilities:
* Perform legal research on proposed regulations and market changes to assess their implications for corporate disclosures.
* Work closely with internal stakeholders to analyze new regulations and help determine practical, compliant courses of action.
* Recommend strategies for integrating regulatory requirements into SaaS solutions, drawing on paralegal research and analysis skills.
* Moderate panels and offer paralegal insights as a subject matter expert in compliance and governance.
* Develop insights from regulatory changes or proxy trends to support the Corporate Governance Team and sales.
* Engage with industry groups and monitor global developments in compliance and governance regulations.
* Advise customers on internal and external legal solutions and offerings based on regulatory requirements and best practices.
* Assist companies with engagement programs with the objective of identifying and addressing investor concerns through best practices in proxy disclosure.
* Provide legal and compliance support to sales teams, using paralegal expertise to clarify regulatory obligations and opportunities.
* Align the Corporate Governance Services team with the Director of Proxy Strategy by providing insights that will enable proxy sales.
Qualifications:
* 3-5 years of progressive experience in a paralegal or legal support leadership role.
* 3-5 years of hands-on experience with SEC regulations and compliance matters.
* Comprehensive understanding of IPO processes, compliance, and transaction market disclosure procedures.
* Exceptional verbal and written communication skills, including legal drafting and documentation.
* Advanced presentation skills, with experience summarizing complex regulatory topics for varied audiences.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$66k-109k yearly est. 3d ago
Business Legal File Specialist
Northwest Bank 4.8
Mount Joy, PA jobs
The Business Legal File Specialist I is responsible for the overall day-to-day operational functions of the Business Legal File team in Deposit Operations while providing support to branch offices. This position follows applicable regulations as they apply to processes within deposit operations while performing quality control review on all new business deposit accounts opened. This position includes analyzing external business entity documents reports and requests.
Essential Functions
* Ensure compliance with IRS regulations
* Prepare departmental reports
* Identify and resolve Customer Service issues
* Provide excellent customer service and business unit support
* Perform quality control review for all new business deposit accounts opened ensuring compliance with all documentation requirements
* Review business entity documents for new business accounts
* Track and monitor instances of missing internal or external documents
* Follow up with branches on missing information
* Send customer final notice prior to close out
* Ensure compliance with Beneficial Ownership requirements
* Assist branches with business account opening questions
* Review all notification of address change notice prior to generating the letter file
* Review online account opening system for new deposit accounts that are pending approval
* Act as a customer support area for branch 620 questions or issues
* Update and maintain information within the core banking system
* Maintain appropriate departmental records and reports
* Interact as appropriate with other business units within Northwest
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Contribute to goal setting and achievement
* Ensure total quality of work performed
* Recommend quality control enhancements
Additional Essential Functions
Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
High School Diplomaor equivalent
Work Experience
2 - 6 years Business Legal experience
2 - 6 years Related banking experience or relevant work experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of deposit products and bank policy and regulations of each product
Knowledge of core operational systems and processes
Knowledge of job specific banking products and services
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$60k-104k yearly est. 3d ago
Executive Legal Assistant
First National Bank of Pennsylvania 3.7
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
This position is integral to supporting the Legal Department, handling invoicing and managing vendors for Legal. This position also assists the paralegals with mailing notices and responses for garnishments and subpoenas, handles scheduling for Chief Legal Officer and other attorneys, and provides all manner of administrative support.
Position Title: Executive Assistant 1
Business Unit: Multiple
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for performing various secretarial duties, assisting in the support of committees, compiling monthly reports to directors and completing various administrative support and special project duties.The incumbent administers various equipment and office maintenance functions and provides notary services.The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Performs various secretarial duties such as telephone and reception duties, scheduling and coordinating meetings, making travel arrangements, typing reports and correspondence, editing work and maintaining the filing system.
Organizes and maintains a calendar of events and other meetings.
Balances multiple priorities according to established policies and procedures, accurately and timely, while maintaining confidentiality and professionalism.
Prepares agendas and minutes for various committees, maintains files for internal and regulatory users according to established policies and procedures, accurately, timely, completely and confidentially.
Gathers data from departments, complies data from minutes, assembles and copies monthly reports assuring a professional appearance and distributes the presentation package to Directors accurately and timely.
Performs various administrative support and special project duties by acting on the request of management to participate in clerical interviews.
Coordinates department moves, provides record keeping for banking industry organizations, coordinates luncheons and events and balances multiple priorities using effective communication to achieve the established goal for each project.
Administers various equipment and office maintenance functions, ensures equipment resources are maintained, encourages optimum utilization of hard and soft resources, proofs instructions when appropriate, recommends equipment replacements and upgrades to ensure productive use of equipment and software resources.
Provides notary services, conforms to required procedures to notarize internal and external signatures and maintains a log of activities according to notary laws to ensure the acceptance of documents by legal and governmental entities.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Ability to work and multi-task in a fast paced environment
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Expert Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$47k-66k yearly est. 3d ago
Paralegal, PGIM Real Estate
Prudential Financial 4.8
Newark, NJ jobs
Job Classification:
Corporate - Legal and Compliance
PGIM RealEstate Law has an exciting opportunity to work in a dynamic global investment management business. PGIM RealEstate Law is seeking a Paralegal to join the Americas legal team supporting the PGIM RealEstate Equity business with responsibility for several Prudential subsidiaries, affiliates, and investment vehicles, both domestically and internationally. The position will also have responsibility for investment management, transactions, and special projects. This individual will report to the Manager, Paralegal.
PGIM RealEstate is the realestate investment business of PGIM, the global investment businesses of Prudential Financial, Inc. (NYSE: PRU), one of world's largest asset managers with $1.34 trillion in assets under management as of March 31, 2024. Redefining the realestate investing landscape since 1970, PGIM RealEstate has professionals in 32 cities in the Americas, Europe and Asia Pacific with deep local knowledge and expertise, and gross assets under management and administration of $206 billion (net $179 billion) as of March 31, 2024. PGIM RealEstate offers to its global client base a broad range of realestate equity, debt and securities investment strategies that span the risk/return spectrum.
PGIM RealEstate's Law department currently has 21 attorneys and 6 paralegals and is part of Prudential's Law, Compliance, Business Ethics and External Affairs department.
The duties of this position will include both long-term established tasks as well as short-term projects that arise from diverse requests for legal advice. The candidate must be able to learn the client's business, become familiar with numerous investment fund structures and their legal requirements, and otherwise become an integral part of the legal team supporting an active realestate investment management firm.
The position is based on Newark, New Jersey and is hybrid with a 3 day in-office requirement.
What you can expect:
The Paralegal will maintain corporate records, drafting resolutions and certificates, oversee state annual report filings, and conduct other corporate and partnership housekeeping. While duties of this position will vary according to need, general responsibilities may include:
• Provide paralegal support for corporate governance, corporate structure, transactions, corporate reporting and other general corporate matters.
• Support routine and complex corporate governance across fund entities and single purpose vehicles, including officer appointments, annual reports, and other filings and corporate records.
• Support handling of information requests and other routine legal matters, i.e., audit letters and updates; compliance reporting, etc.
• Conduct Contract and Confidentiality Agreement review.
• Support execution logistics, including signature collection and notarization.
• Serve as a corporate paralegal liaison with cross-functional teams (tax, finance, operations) to support transactions.
• Identify areas to improve our existing processes with AI and generally improve leverage across the team.
• Provide project management and cross-functional coordination for special projects.
• Monitoring PGIM RE Litigation mailbox for Service of Process.
• Monitoring minor insured litigation and miscellaneous litigation.
• Support for sales, acquisition, and financing transactions.
• Outside counsel support.
• Data entry and maintenance of various databases.
• Ad hoc projects.
What you'll need:
Experience in corporate housekeeping including formation of investment entities such as LPs, LLCs, and corporations, drafting resolutions and certificates, annual maintenance of entities, and dissolution of entities.
Experience in realestate transactions and related property management issues, i.e., litigation, bankruptcy, etc. a plus.
• A minimum 3 -5 years of experience as a paralegal or similar experience, preferably in a corporate environment.
• A college degree or paralegal certificate strongly preferred.
• Strong corporate and contract law experience.
• Strong organizational, communication and project management skills.
• Have a strong working knowledge of Microsoft Office and OneDrive.
• Willingness and ability to learn and perform new tasks, as needed.
• Ability to adapt to changing work responsibilities.
• Excellent interpersonal skills.
• Strong analytical, drafting and proofreading skills.
• Desire to learn new areas or subjects.
• Willingness to ask questions and to seek information needed to complete projects and tasks.
• Strong attention to detail, including the ability to work independently and to work on several projects simultaneously.
• Strong time management and project management skills.
• Ability to adhere to string project deadlines while being flexible as necessary in response to changes and delays.
• Ability to work well with people at all levels of the organization, attorneys, investment professionals, outside counsel.
What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $78,700.00 to $117,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$78.7k-117.3k yearly Auto-Apply 54d ago
Paralegal, PGIM Real Estate
Prudential 4.7
Newark, NJ jobs
Job Classification: Corporate - Legal and Compliance PGIM RealEstate Law has an exciting opportunity to work in a dynamic global investment management business. PGIM RealEstate Law is seeking a Paralegal to join the Americas legal team supporting the PGIM RealEstate Equity business with responsibility for several Prudential subsidiaries, affiliates, and investment vehicles, both domestically and internationally. The position will also have responsibility for investment management, transactions, and special projects. This individual will report to the Manager, Paralegal.
PGIM RealEstate is the realestate investment business of PGIM, the global investment businesses of Prudential Financial, Inc. (NYSE: PRU), one of world's largest asset managers with $1.34 trillion in assets under management as of March 31, 2024. Redefining the realestate investing landscape since 1970, PGIM RealEstate has professionals in 32 cities in the Americas, Europe and Asia Pacific with deep local knowledge and expertise, and gross assets under management and administration of $206 billion (net $179 billion) as of March 31, 2024. PGIM RealEstate offers to its global client base a broad range of realestate equity, debt and securities investment strategies that span the risk/return spectrum.
PGIM RealEstate's Law department currently has 21 attorneys and 6 paralegals and is part of Prudential's Law, Compliance, Business Ethics and External Affairs department.
The duties of this position will include both long-term established tasks as well as short-term projects that arise from diverse requests for legal advice. The candidate must be able to learn the client's business, become familiar with numerous investment fund structures and their legal requirements, and otherwise become an integral part of the legal team supporting an active realestate investment management firm.
The position is based on Newark, New Jersey and is hybrid with a 3 day in-office requirement.
What you can expect:
The Paralegal will maintain corporate records, drafting resolutions and certificates, oversee state annual report filings, and conduct other corporate and partnership housekeeping. While duties of this position will vary according to need, general responsibilities may include:
* Provide paralegal support for corporate governance, corporate structure, transactions, corporate reporting and other general corporate matters.
* Support routine and complex corporate governance across fund entities and single purpose vehicles, including officer appointments, annual reports, and other filings and corporate records.
* Support handling of information requests and other routine legal matters, i.e., audit letters and updates; compliance reporting, etc.
* Conduct Contract and Confidentiality Agreement review.
* Support execution logistics, including signature collection and notarization.
* Serve as a corporate paralegal liaison with cross-functional teams (tax, finance, operations) to support transactions.
* Identify areas to improve our existing processes with AI and generally improve leverage across the team.
* Provide project management and cross-functional coordination for special projects.
* Monitoring PGIM RE Litigation mailbox for Service of Process.
* Monitoring minor insured litigation and miscellaneous litigation.
* Support for sales, acquisition, and financing transactions.
* Outside counsel support.
* Data entry and maintenance of various databases.
* Ad hoc projects.
What you'll need:
Experience in corporate housekeeping including formation of investment entities such as LPs, LLCs, and corporations, drafting resolutions and certificates, annual maintenance of entities, and dissolution of entities.
Experience in realestate transactions and related property management issues, i.e., litigation, bankruptcy, etc. a plus.
* A minimum 3 -5 years of experience as a paralegal or similar experience, preferably in a corporate environment.
* A college degree or paralegal certificate strongly preferred.
* Strong corporate and contract law experience.
* Strong organizational, communication and project management skills.
* Have a strong working knowledge of Microsoft Office and OneDrive.
* Willingness and ability to learn and perform new tasks, as needed.
* Ability to adapt to changing work responsibilities.
* Excellent interpersonal skills.
* Strong analytical, drafting and proofreading skills.
* Desire to learn new areas or subjects.
* Willingness to ask questions and to seek information needed to complete projects and tasks.
* Strong attention to detail, including the ability to work independently and to work on several projects simultaneously.
* Strong time management and project management skills.
* Ability to adhere to string project deadlines while being flexible as necessary in response to changes and delays.
* Ability to work well with people at all levels of the organization, attorneys, investment professionals, outside counsel.
What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $78,700.00 to $117,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$78.7k-117.3k yearly Auto-Apply 60d+ ago
Estate Planning Paralegal
Ccg Business Solutions 4.2
Jersey City, NJ jobs
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. The Talent Management Division is currently seeking a Estate Planning Paralegal.
Job Description
We are currently seeking estate planning paralegal to join our New Jersey or New York Offices.
Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
Qualifications
College degree and/or paralegal certificate and two plus years of experience preferred.
We will consider a JD/paralegal candidate as well.
Strong working knowledge of Microsoft Word and document assembly programs a plus.
Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
Additional Information
We offer a competitive starting salary and comprehensive benefits package.
Salary is commensurate with experience. The salary range for this position is $65,000-$95,000.
$65k-95k yearly 3d ago
Estate Planning Paralegal
CCG Business Solutions 4.2
Jersey City, NJ jobs
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. The Talent Management Division is currently seeking a Estate Planning Paralegal.
Job Description
We are currently seeking estate planning paralegal to join our New Jersey or New York Offices.
Responsible for handling all phases of estate planning, including preparation and drafting of documents, preparing deeds and beneficiary designation forms.
Superior communication skills are a must. Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
Qualifications
College degree and/or paralegal certificate and two plus years of experience preferred.
We will consider a JD/paralegal candidate as well.
Strong working knowledge of Microsoft Word and document assembly programs a plus.
Candidates must be highly organized and possess the ability to prioritize, be a team player, and have excellent written and verbal skills.
Additional Information
We offer a competitive starting salary and comprehensive benefits package.
Salary is commensurate with experience. The salary range for this position is $65,000-$95,000.
$65k-95k yearly 60d+ ago
Real Estate Attorney
Capcenter 4.2
Glen Allen, VA jobs
CapCenter is a rapidly growing business that is trailblazing new homeownership solutions. By optimizing all the buying, selling, and home financing needs in one place, we are able to provide first-in-class service and one of a financial benefit. CapCenter exists to help individuals and families achieve all their homeownership dreams. When you join CapCenter, you are impacting the largest industry in America, residential realestate.
Job Overview CapCenter is seeking highly competitive and energetic RealEstate Attorneys who want to use their legal background, ethics, and training to help run CapCenter's business operations primarily and to advise the business secondarily. These Attorneys will perform a unique blend of business operations management and legal oversight activities and will not be afraid to roll up their sleeves to do whatever it takes to ensure CapCenter's clients receive the best experience possible.
Core Responsibilities:
Closing Execution. At CapCenter the closing ceremony is more than a necessary step in getting the deal closed. It is an opportunity for the RealEstate Attorney to meet with CapCenter's clients, deliver a professional and fun experience to those clients, address any lingering client concerns, and educate clients on other services and products offered by CapCenter. The goal is for all CapCenter clients to leave the closing eager to spread the CapCenter story to friends and family.
Operations Team Leadership . The RealEstate Attorney will oversee a cross-functional team of mortgage and closing professionals to ensure that the Team is staying in compliance with internal operational timeline requirements and meeting or exceeding minimum client satisfaction targets. By doing so, the RealEstate Attorney is expected to help grow CapCenter's business.
Lending Counsel. The RealEstate Attorney is embedded in CapCenter's mortgage and closing operations and is responsible for advising operational team members on legal and title requirements imposed by state law and the secondary mortgage market.
Transaction Quality Control. The RealEstate Attorney is the key quality control manager for CapCenter's clients. In addition to preparing transactions for closing and advising the business, the Legal Operations Attorney provides legal support and quality assurance to CapCenter's title, loan production, closing, and realty teams.
State Law Subject Matter Expertise. The RealEstate Attorney will be responsible for becoming a subject matter expert on state law governing the operations team for which the Attorney provides oversight.
Build a Better Way. The RealEstate Attorney will improve and streamline CapCenter's existing processes, forms, and systems so that the Company operates in an efficient and cost-effective manner.
Qualifications The candidate must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of realestate and home finance. Strong analytical skills and desire to use legal background to run a business, along with the ability to explain numerical concepts, are necessary. Some experience in the private practice of law is preferred. In addition, the following minimum attributes and qualifications are required:
Law License and JD from an accredited law school, along with a Bachelor's degree
Willingness to learn local realestate and mortgage markets
Proven professionalism, ethics, and character
Proven client service and relationship-building skills
We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$77k-119k yearly est. Auto-Apply 11d ago
Real Estate Attorney
Capital Center LLC 4.2
Glen Allen, VA jobs
CapCenter is a rapidly growing business that is trailblazing new homeownership solutions. By optimizing all the buying, selling, and home financing needs in one place, we are able to provide first-in-class service and one of a financial benefit. CapCenter exists to help individuals and families achieve all their homeownership dreams. When you join CapCenter, you are impacting the largest industry in America, residential realestate.
Job Overview
CapCenter is seeking highly competitive and energetic RealEstate Attorneys who want to use their legal background, ethics, and training to help run CapCenter's business operations primarily and to advise the business secondarily. These Attorneys will perform a unique blend of business operations management and legal oversight activities and will not be afraid to roll up their sleeves to do whatever it takes to ensure CapCenter's clients receive the best experience possible.
Core Responsibilities:
Closing Execution.
At CapCenter the closing ceremony is more than a necessary step in getting the deal closed. It is an opportunity for the RealEstate Attorney to meet with CapCenter's clients, deliver a professional and fun experience to those clients, address any lingering client concerns, and educate clients on other services and products offered by CapCenter. The goal is for all CapCenter clients to leave the closing eager to spread the CapCenter story to friends and family.
Operations Team Leadership
. The RealEstate Attorney will oversee a cross-functional team of mortgage and closing professionals to ensure that the Team is staying in compliance with internal operational timeline requirements and meeting or exceeding minimum client satisfaction targets. By doing so, the RealEstate Attorney is expected to help grow CapCenter's business.
Lending Counsel.
The RealEstate Attorney is embedded in CapCenter's mortgage and closing operations and is responsible for advising operational team members on legal and title requirements imposed by state law and the secondary mortgage market.
Transaction Quality Control.
The RealEstate Attorney is the key quality control manager for CapCenter's clients. In addition to preparing transactions for closing and advising the business, the Legal Operations Attorney provides legal support and quality assurance to CapCenter's title, loan production, closing, and realty teams.
State Law Subject Matter Expertise.
The RealEstate Attorney will be responsible for becoming a subject matter expert on state law governing the operations team for which the Attorney provides oversight.
Build a Better Way.
The RealEstate Attorney will improve and streamline CapCenter's existing processes, forms, and systems so that the Company operates in an efficient and cost-effective manner.
Qualifications
The candidate must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of realestate and home finance. Strong analytical skills and desire to use legal background to run a business, along with the ability to explain numerical concepts, are necessary. Some experience in the private practice of law is preferred. In addition, the following minimum attributes and qualifications are required:
Law License and JD from an accredited law school, along with a Bachelor's degree
Willingness to learn local realestate and mortgage markets
Proven professionalism, ethics, and character
Proven client service and relationship-building skills
We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
$77k-119k yearly est. Auto-Apply 60d+ ago
Business Legal File Specialist
Northwest Bancorp, Inc. 4.8
Williamsport, PA jobs
The Business Legal File Specialist I is responsible for the overall day-to-day operational functions of the Business Legal File team in Deposit Operations while providing support to branch offices. This position follows applicable regulations as they apply to processes within deposit operations while performing quality control review on all new business deposit accounts opened. This position includes analyzing external business entity documents reports and requests.
Essential Functions
* Ensure compliance with IRS regulations
* Prepare departmental reports
* Identify and resolve Customer Service issues
* Provide excellent customer service and business unit support
* Perform quality control review for all new business deposit accounts opened ensuring compliance with all documentation requirements
* Review business entity documents for new business accounts
* Track and monitor instances of missing internal or external documents
* Follow up with branches on missing information
* Send customer final notice prior to close out
* Ensure compliance with Beneficial Ownership requirements
* Assist branches with business account opening questions
* Review all notification of address change notice prior to generating the letter file
* Review online account opening system for new deposit accounts that are pending approval
* Act as a customer support area for branch 620 questions or issues
* Update and maintain information within the core banking system
* Maintain appropriate departmental records and reports
* Interact as appropriate with other business units within Northwest
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Contribute to goal setting and achievement
* Ensure total quality of work performed
* Recommend quality control enhancements
Additional Essential Functions
Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
High School Diploma or equivalent
Work Experience
2 - 6 years Business Legal experience
2 - 6 years Related banking experience or relevant work experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of deposit products and bank policy and regulations of each product
Knowledge of core operational systems and processes
Knowledge of job specific banking products and services
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$60k-102k yearly est. Auto-Apply 60d+ ago
Legal Administrative Professional- Securities Department
Freddie Mac 4.5
McLean, VA jobs
At Freddie Mac, our mission of Making Home Possible is what motivates us, and it's at the core of everything we do. Since our charter in 1970, we have made home possible for more than 90 million families across the country. Join an organization where your work contributes to a greater purpose.
Position Overview:
The Securities Department of the Legal Division of Freddie Mac is seeking a talented and passionate Legal Administrative Professional to support our team. In this role, the successful candidate will be self-motivated, quick-thinking, flexible, and able to anticipate needs and balance multiple and diverse responsibilities with a strong emphasis on organization and an unwavering attention to detail.
This is a demanding and fast-moving position that requires someone who is able to exercise good judgment, can see around the corners and takes initiative.
Apply now to learn more!
Our Impact:
The Securities Department serves as the legal advisor to Freddie Mac's business divisions (SF, MF and I&CM) and its various enterprise functions with respect to securities offerings, disclosure, investment portfolio issues, and other securities law-related matters.
In terms of specific activities, this team provides legal and tax counsel for Freddie Mac's mortgage-backed securitization programs and other securities-related transactions. Our internal Tax group supports transaction structuring, policy guidance, and corporate tax matters such as state tax exemptions, information reporting, and compliance. In other transactional and advisory work, the Securities Department supports the Investments & Capital Markets (I&CM) division's funding and liquidity activities, including the issuance of equity and debt securities, portfolio management, derivatives, hedging, and liquidity transactions, Cash Window trading, and related regulatory matters. The department also advises both the Single Family and Multifamily Office of the Trustee and supports various corporate and FHFA initiatives.
Your Impact:
Day-to-day responsibilities will include supporting multiple attorneys and legal professionals, calendaring, setting conference calls/booking meeting rooms, preparing agendas, minutes, and materials, booking travel, processing expense reports, redlining documents, digital document organization and tracking, and facilitating communication flow with internal and external attorneys and legal professionals. We also anticipate that the candidate will have the opportunity to perform overflow legal analyst work assisting mortgage securities attorneys in connection with securities transactions, including circulating for comment drafts of offering documents and legal documents, drafting closing documents, managing documents, and assisting in due diligence procedures. Additional duties to include:
Provide administrative support to attorneys and legal professionals, including calendaring, meeting coordination, travel booking, and expense processing.
Prepare, proofread, and organize documents, presentations, and materials using Microsoft Office and iManage.
Assist with legal analyst tasks for mortgage securities transactions, such as document drafting, circulation, management, and due diligence support.
Utilize technology and AI tools (e.g., CoPilot) to improve processes and efficiency; proactively learn new systems.
Compile and present data clearly; create PowerPoint presentations from provided content.
Manage multiple priorities and deadlines; communicate project status and updates to the team.
Coordinate with internal and external stakeholders; draft communications and correspondence.
Apply analytical skills to support business decisions and suggest process improvements.
Interpret complex information and develop solutions independently.
Qualifications:
3 years or more of legal administrative experience
Advanced level experience using Microsoft Office Applications - Word, PPT, Outlook and Excel
Experience using AI/Copilot
Values teamwork and a collaborative environment
Willing to work overtime as needed
Keys to Success in this Role:
Deliver timely quality finished products in all aspects of work performed
Demonstrate a professional demeanor and maintain an open mind, interest and passion for culture changes and new initiatives
Able to support multiple attorneys and legal professional
Submits high quality work product
Exercises tact and diplomacy and can relate well to all levels in the organization
Current Freddie Mac employees please apply through the internal career site.
We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs.
CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the
Los Angeles County Fair Chance Ordinance
for Employers and the
California Fair Chance Act.
Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit ****************** and register with our referral code: MAC.
Time-type:Full time FLSA Status:Non-Exempt
Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site.
This position has an annualized market-based salary range of $69,000 - $103,000 and is eligible to participate in the annual incentive program. The final salary offered will generally fall within this range and is dependent on various factors including but not limited to the responsibilities of the position, experience, skill set, internal pay equity and other relevant qualifications of the applicant.
$69k-103k yearly Auto-Apply 60d ago
Corporate Paralegal
Susquehanna International Group, LLP 4.7
Philadelphia, PA jobs
Susquehanna has a job opportunity available for a corporate paralegal to join the Legal team in our Bala Cynwyd headquarters. This role provides a great opportunity to work both individually and as part of a team. You will collaborate not only with our legal team but with teams across the firm in support of various ad-hoc projects that arise.If you join us, you will be:
* Preparing and maintaining accurate corporate minute books, records and related documents
* Drafting minutes, written consents and other routine corporate secretarial documents for entities including annual reports and other filings
* Maintaining our contract database and monitoring renewal/termination notifications
* Assisting with periodic securities filings via EDGAR
* Performing legal and other research under the guidance of supervising attorneys
* Assisting with other legal issues, as requested
What we're looking for
* Minimum of three years of corporate paralegal experience required
* Strong organizational skills and attention to detail required
* Ability to work independently and on a team
* Knowledge of Microsoft Excel, Word, and Outlook required; experience with Microsoft Power Point a plus
* Visa sponsorship for work authorization is not available for this position now or in the future
About Susquehanna
Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-KD1
$71k-99k yearly est. Auto-Apply 60d+ ago
Corporate Paralegal
Susquehanna International Group, LLP 4.7
Philadelphia, PA jobs
Susquehanna has a job opportunity available for a corporate paralegal to join the Legal team in our Bala Cynwyd headquarters. This role provides a great opportunity to work both individually and as part of a team. You will collaborate not only with our legal team but with teams across the firm in support of various ad-hoc projects that arise.
If you join us, you will be:
Preparing and maintaining accurate corporate minute books, records and related documents
Drafting minutes, written consents and other routine corporate secretarial documents for entities including annual reports and other filings
Maintaining our contract database and monitoring renewal/termination notifications
Assisting with periodic securities filings via EDGAR
Performing legal and other research under the guidance of supervising attorneys
Assisting with other legal issues, as requested
What we're looking for
Minimum of three years of corporate paralegal experience required
Strong organizational skills and attention to detail required
Ability to work independently and on a team
Knowledge of Microsoft Excel, Word, and Outlook required; experience with Microsoft Power Point a plus
Visa sponsorship for work authorization is not available for this position now or in the future
About Susquehanna
If you're a recruiting agency and want to partner with us, please reach out to ******************. Any resume or referral submitted in the absence of a signed agreement will not be eligible for an agency fee.
#LI-KD1
$71k-99k yearly est. Auto-Apply 60d+ ago
Business Legal File Specialist
Northwest Bancorp, Inc. 4.8
Warren, PA jobs
The Business Legal File Specialist I is responsible for the overall day-to-day operational functions of the Business Legal File team in Deposit Operations while providing support to branch offices. This position follows applicable regulations as they apply to processes within deposit operations while performing quality control review on all new business deposit accounts opened. This position includes analyzing external business entity documents reports and requests.
Essential Functions
* Ensure compliance with IRS regulations
* Prepare departmental reports
* Identify and resolve Customer Service issues
* Provide excellent customer service and business unit support
* Perform quality control review for all new business deposit accounts opened ensuring compliance with all documentation requirements
* Review business entity documents for new business accounts
* Track and monitor instances of missing internal or external documents
* Follow up with branches on missing information
* Send customer final notice prior to close out
* Ensure compliance with Beneficial Ownership requirements
* Assist branches with business account opening questions
* Review all notification of address change notice prior to generating the letter file
* Review online account opening system for new deposit accounts that are pending approval
* Act as a customer support area for branch 620 questions or issues
* Update and maintain information within the core banking system
* Maintain appropriate departmental records and reports
* Interact as appropriate with other business units within Northwest
* Recommend improvements to procedures
* Attempt to exceed production expectations
* Contribute to goal setting and achievement
* Ensure total quality of work performed
* Recommend quality control enhancements
Additional Essential Functions
Essential Functions
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
Additional Responsibilities
* Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
* Abide by the rules of the safety and loss prevention program
* Perform work tasks in a safe manner
* Report any and all injuries to supervisor
* Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
High School Diploma or equivalent
Work Experience
2 - 6 years Business Legal experience
2 - 6 years Related banking experience or relevant work experience
General Employee Knowledge, Skills, and Abilities
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of deposit products and bank policy and regulations of each product
Knowledge of core operational systems and processes
Knowledge of job specific banking products and services
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$58k-99k yearly est. Auto-Apply 60d+ ago
Business Legal File Specialist
Northwest Bank 4.8
Warren, PA jobs
The Business Legal File Specialist I is responsible for the overall day-to-day operational functions of the Business Legal File team in Deposit Operations while providing support to branch offices. This position follows applicable regulations as they apply to processes within deposit operations while performing quality control review on all new business deposit accounts opened. This position includes analyzing external business entity documents reports and requests.
Essential Functions
• Ensure compliance with IRS regulations
• Prepare departmental reports
• Identify and resolve Customer Service issues
• Provide excellent customer service and business unit support
• Perform quality control review for all new business deposit accounts opened ensuring compliance with all documentation requirements
• Review business entity documents for new business accounts
• Track and monitor instances of missing internal or external documents
• Follow up with branches on missing information
• Send customer final notice prior to close out
• Ensure compliance with Beneficial Ownership requirements
• Assist branches with business account opening questions
• Review all notification of address change notice prior to generating the letter file
• Review online account opening system for new deposit accounts that are pending approval
• Act as a customer support area for branch 620 questions or issues
• Update and maintain information within the core banking system
• Maintain appropriate departmental records and reports
• Interact as appropriate with other business units within Northwest
• Recommend improvements to procedures
• Attempt to exceed production expectations
• Contribute to goal setting and achievement
• Ensure total quality of work performed
• Recommend quality control enhancements
Additional Essential Functions
Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Complete other duties and special projects as requested by management
Safety and Health for those without supervisory duties
• Abide by the rules of the safety and loss prevention program
• Perform work tasks in a safe manner
• Report any and all injuries to supervisor
• Know what to do in case of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
High School Diploma or equivalent
Work Experience
2 - 6 years Business Legal experience
2 - 6 years Related banking experience or relevant work experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of deposit products and bank policy and regulations of each product
Knowledge of core operational systems and processes
Knowledge of job specific banking products and services
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$58k-99k yearly est. Auto-Apply 16d ago
Estate Settlement Officer
The Bank of New York Mellon 4.4
Greenville, DE jobs
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Estate Settlement Officer to join our Wealth Management team. This role could be located in Philadelphia, PA, Pittsburgh, PA, or Greenville, DE.
In this role, you'll make an impact in the following ways:
* Administers and advises the Wealth Management team on the interpretation of key provisions and duties of BNY as trustee.
* Coordinates the strategic plan for managing and growing existing client relationships, with a focus on risk management.
* Must understand how to interpret governing trust documents particular to each relationship, and work with internal partners and external advisors.
* Will meet with clients, co-trustees and beneficiaries to ensure BNY is adhering to the highest fiduciary standards as trust advisor to multi-generational families.
* Will be expected to assess, identify and escalate/address risk-related issues.
* Orchestrate the varied administrative tasks through the support of the Wealth Management team.
* May assist a more senior Fiduciary Specialist on complex accounts to gain breadth/depth of knowledge.
* In some instances, this role may be focused on Estate settlements.
* Specific knowledge as to the settlement of estates and probates will be required.
* Administer charitable accounts in which specific knowledge will be required pertaining to the policies and procedures of those accounts.
* Full knowledge of policies and procedures are essential to the Specialist role.
* Independently evaluates and pursues new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable.
* Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions.
* Pursues clients and centers of influence with complex strategic needs and responsible for generating new revenue by way of increased flows and future fees.
* Frequent and regular/scheduled interaction with clients, including in-person client meetings.
* Serves as clients' primary point of contact and are responsible for ensuring that all of WM's resources are provided to clients in the Active Wealth framework.
* Subject matter expert on all fiduciary topics which impacts clients and have in-depth knowledge of WM's fiduciary practices, policies and procedures.
* Client-focused work includes administration and planning projects as requested by the client, peer Fiduciary Specialists or Active Wealth strategic opportunities.
* Client activity may include the general administration of the processing of discretionary and non-discretionary request approvals, general account maintenance approvals, with regard to proxy and statement reporting, and other proprietary system maintenance associated with client records.
* Demonstrates a business development orientation and mindset and has annual self-sourced asset goals and are expected to leverage existing client and COI relationships by consistently and systematically asking for referrals from clients and COIs, in order to generate self-sourced asset inflows, both IM and banking, and future fee appointments.
* Work with teams on opportunities sourced by other functional team members.
* Responsible for achievement and support of organic growth of assets and revenue goals assigned to team and practice.
To be successful in this role, we're seeking the following:
* Bachelor's degree or the equivalent combination of education and experience is required.
* Advanced/graduate degree preferred or equivalent work experience.
* 6+ years of experience in fiduciary administration, including fiduciary taxation, and have managed large client relationships.
* The qualified candidate must be self-motivated and possess very strong interpersonal communication and presentation skills, as well as excellent written and verbal communication skills as this position deals directly with key clients, prospects as well as legal, tax and insurance advisors.
* CTFA, CFP strongly preferred. Complimentary professional designations a plus.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
$73k-114k yearly est. 22d ago
Transactional Paralegal
Hannon Armstrong Sustainable Infrastructure Capital, Inc. 4.6
Annapolis, MD jobs
About HASI HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $15 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com.
Position Summary
HASI is seeking an experienced transactional paralegal to support our in-house team on complex corporate and project-based transactions within the renewable energy and infrastructure space. This role is ideal for someone who brings strong transactional rigor, sound judgment, and the ability to manage multiple priorities in a fast-paced, business-driven environment. The successful candidate will serve as a trusted partner to the legal team and internal stakeholders, supporting transactions from diligence through closing and post-closing with a high level of ownership and accountability.
Salary Range
Expected salary range of $110,000-$130,000, based on experience and location. In addition, HASI offers an annual bonus program; 401(k) with company match; an equity incentive program; comprehensive medical, dental and vision benefits; paid time off for vacation, holidays, and sick days; and much more.
Responsibilities
Support in-house counsel on corporate, financing, and project-related transactions in the renewable energy and infrastructure sector.
Manage transaction workflows from diligence through closing and post-closing, ensuring accuracy, timeliness, and compliance with internal requirements.
Draft, review, and coordinate execution of transactional and corporate documentation, including signature coordination and closing deliverables.
Own closing mechanics, including tracking conditions precedent, verifying satisfaction of closing requirements, and coordinating with internal and external parties.
Conduct and manage due diligence, including UCC, real property, and lien searches, and prepare and file UCC financing statements, amendments, and related documentation.
Prepare and file entity formation, foreign qualification, and corporate governance documents across multiple jurisdictions.
Coordinate post-closing activities, including permit and license transfers and preparation of final closing binders and records.
Collaborate closely with Finance, Operations, and Compliance to support business objectives and transaction timelines.
Proactively identify issues, manage competing priorities, and exercise judgment to resolve matters efficiently or escalate when appropriate.
Other duties that may be assigned to furthersupport the legal team
Qualifications
5+ years of transactional paralegal experience, prior law firm experience preferred
Experience supporting corporate, project finance, or commercial transactions
Proven ability to manage multiple complex transactions simultaneously in a deadline-driven environment
Strong organizational, decision-making, and problem-solving skills
Excellent written and verbal communication skills with attorneys, clients, and business partners
High level of attention to detail and accountability
Solid understanding of transactional legal principles and documentation standards
Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe
WORK AUTHORIZATION
HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.
EEO STATEMENT
The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position. If you need reasonable accommodation for a job opening, please connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$110k-130k yearly 10d ago
Executive Legal Assistant
First National Bank (FNB Corp 3.7
Pittsburgh, PA jobs
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. This position is integral to supporting the Legal Department, handling invoicing and managing vendors for Legal. This position also assists the paralegals with mailing notices and responses for garnishments and subpoenas, handles scheduling for Chief Legal Officer and other attorneys, and provides all manner of administrative support.
Position Title: Executive Assistant 1
Business Unit: Multiple
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for performing various secretarial duties, assisting in the support of committees, compiling monthly reports to directors and completing various administrative support and special project duties. The incumbent administers various equipment and office maintenance functions and provides notary services. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Performs various secretarial duties such as telephone and reception duties, scheduling and coordinating meetings, making travel arrangements, typing reports and correspondence, editing work and maintaining the filing system.
Organizes and maintains a calendar of events and other meetings.
Balances multiple priorities according to established policies and procedures, accurately and timely, while maintaining confidentiality and professionalism.
Prepares agendas and minutes for various committees, maintains files for internal and regulatory users according to established policies and procedures, accurately, timely, completely and confidentially.
Gathers data from departments, complies data from minutes, assembles and copies monthly reports assuring a professional appearance and distributes the presentation package to Directors accurately and timely.
Performs various administrative support and special project duties by acting on the request of management to participate in clerical interviews.
Coordinates department moves, provides record keeping for banking industry organizations, coordinates luncheons and events and balances multiple priorities using effective communication to achieve the established goal for each project.
Administers various equipment and office maintenance functions, ensures equipment resources are maintained, encourages optimum utilization of hard and soft resources, proofs instructions when appropriate, recommends equipment replacements and upgrades to ensure productive use of equipment and software resources.
Provides notary services, conforms to required procedures to notarize internal and external signatures and maintains a log of activities according to notary laws to ensure the acceptance of documents by legal and governmental entities.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Ability to work and multi-task in a fast paced environment
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Expert Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.