Legal Documentation Specialist II

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Troy, MI,  Franklin, TN,  Dallas, TX

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

About the Role:

Provides legal assistance to attorneys and operations support, including contract review, project management, process management, and supporting other drivers of operational effectiveness for the team and the legal department. Responsible for drafting, reviewing and negotiating contracts for all business units.

What You Will Do:

• Assists attorneys with general legal matters as needed.
• Serves as the contract administrator for contract management system and actively supports, monitors, and manages contracts.
• Conducts legal review of third-party contracts and documents, consulting attorneys as needed.
• Maintains Business Continuity Plan and Risk Control Self-Assessment.
• Drafts documents, including customized documents with special terms.
• Negotiates terms of documents, consulting attorneys as needed.
• Reviews and approves loan closing packages for funding.
• Supports the Legal and Government, Risk, and Compliance (GRC) technology, processes, and tools, including procedures across the department.
• Updates and assists with surveys, benchmarking, Key Risk Indicator/Key Performance Indicator (KRI/KPI) planning, including development opportunities.
• Ensures external law firm compliance with OC Billing Guidelines in support of overall outside counsel management; tracks and maintains law firm data; acts as point of contact for law firms related to inquiries and conducts research.
• Works with Accounts Payable to verify accuracy of vendor data in payables database.
• Serves as the system administrator for e-billing system and actively supports, monitors, and manages legal invoice data.
• Provides first-level end-user technical support of key legal department systems and introductory end-user training.
• Creates and collaborates with the GRC and Legal team on department presentations, focus meetings, and related requests.
• Other duties as assigned.

What You …