Legal Associate

Jobtailor; Lakewood (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in Lakewood, OH seeks an experienced paralegal/legal support professional to perform legal research, draft responses, and manage subpoena servicing and collections workflows. The role requires 3–5 years in admin/legal support, a Paralegal Certificate, and MS Office proficiency, with preferred banking compliance experience.

The position focuses on confidentiality, document management, and coordination with attorneys, vendors, and internal teams to ensure timely, accurate responses and

Qualifications

• 3–5 years of experience in administrative or legal support.
• Paralegal Certificate is required.
• High School Diploma or equivalent is required.
• Proficiency in MS Office (Outlook, Excel, Word).
• Experience in financial services or banking preferred.
• Notary Public preferred.
• Familiarity with EasyLender, Cleartouch, OnBase Nautilus, and government/investor portals preferred.
• Compliance with banking laws and regulations (Bank Secrecy Act, USA Patriot Act, AML).
• Core competencies: resilience, collaboration, communication, service orientation, organization, accountability.
• Ability to perform physical duties (lifting up to 25 lbs) as required.

Responsibilities

• Conduct legal research and draft legal response documents.
• Review legal documents including subpoenas, garnishments, levies, and warrants.
• Interpret legal language to determine scope, jurisdiction, and time frames.
• Maintain subpoena servicing and meet due dates; release only legally requested records.
• Coordinate with attorneys and agents on costs for responding to legal requests.
• Maintain confidentiality under federal and state statutes.
• Locate and prepare subpoenaed documents; coordinate garnishments and levies.
• Serve as main contact for collections-related processes.
• Identify delinquent accounts and communicate with external clients.
• Document collections activity and perform reconciliations.
• Data entry, case file maintenance, payments tracking, and invoicing.
• Provide administrative support to line-of-business managers and staff.
• Complete assigned projects, reports, and manage department tasks.
• Manage service providers, establish metrics, and hold vendors accountable.
• Support retail and operations departments; perform general clerical duties.
• Plan, organize, and coordinate trainings and events.
• Comply with banking laws and regulations; perform other duties as required.

Skills

Legal Research

Document Drafting

MS Office Proficiency

Collaboration

Communication

Organizational Skills

Education

Paralegal Certificate

High School Diploma or equivalent

Notary Public

Tools

EasyLender

Cleartouch

OnBase Nautilus

Government Software Portals

Investor Software Portals

Job description

• Conduct legal research and draft legal response documents


• Review legal documents including subpoenas, garnishments, levies, restraining orders, powers of attorney, guardianships, operating agreements, articles of incorporation, corporate resolutions, trusts, and estates


• Interpret legal language to determine document scope, jurisdiction, and applicable time frames


• Maintain proper subpoena servicing, meet due dates, and release only legally requested records


• Contact attorneys and agents regarding costs associated with responding to legal requests


• Maintain strict confidentiality under federal and state statutes


• Locate and prepare subpoenaed documents and coordinate garnishments, levies, child support payments, and estate actions


• Serve as the main contact for collections-related processes


• Identify and report delinquent accounts and communicate with external clients regarding outstanding accounts receivable


• Document collections activity, research account disputes or billing discrepancies, and perform reconciliations


• Complete data entry, maintain case files, track payments, process invoices and communications, and support billing and collections metrics


• Provide administrative support to line-of-business managers, supervisors, and support staff


• Complete assigned projects and reports, manage department tasks, provide project updates, and prepare and process documents and reports


• Manage service providers and vendors, establish expectations, develop performance metrics, measure performance, provide feedback, and hold vendors accountable


• Support retail and operations departments


• Perform clerical duties including opening and screening mail, organizing and maintaining files, responding to telephone inquiries, and scanning/faxing


• Help plan, organize, and coordinate events, including trainings


• Comply with applicable banking laws and regulations


• Perform other duties as required

Requirements

• 3 to 5 years of experience in administrative or legal support is required


• Paralegal Certificate is required


• High School Diploma or equivalent is required


• Proficiency in MS Office (Outlook, Excel, Word) or similar software is required


• Experience in financial services or banking is preferred


• Notary Public is preferred


• Experience with EasyLender, Cleartouch, OnBase Nautilus, and various government and investor software/web portals is preferred


• Must comply with applicable banking laws and regulations, including the Bank Secrecy Act, USA Patriot Act, anti-money laundering statutes, and federal consumer protection legislation and regulations


• Necessary competencies: Resilience, Collaboration, Communication, Service Orientation, Quality Focused, Organizational Skills, Accountability


• Ability to perform physical duties including lifting, walking, standing, sitting, bending, reaching, climbing, pushing/pulling, using hands, and seeing, hearing, and speaking


• Occasionally lift and/or move up to 25 pounds

Core Competencies

Demonstrates expertise in legal research, document drafting, and compliance with banking laws and regulations. Proficient in managing collections processes, maintaining confidentiality, and providing administrative support in a legal or financial services environment.

Highest-signal resume keywords

• Legal Research


• Document Drafting


• Paralegal Certificate


• MS Office Proficiency


• Collections Management

ATS Optimization Keywords

Hard Skills

• Legal Document Review


• Subpoena Servicing


• Data Entry


• Account Reconciliation


• Document Preparation

Soft Skills

• Collaboration


• Communication


• Organizational Skills
  
• Service Orientation


• Resilience

Certifications & Qualifications

• Paralegal Certificate


• Notary Public

Industry Keywords

• Banking Laws


• Bank Secrecy Act


• USA Patriot Act


• Anti-Money Laundering


• Federal Consumer Protection

Tools & Technologies

• EasyLender


• Cleartouch


• OnBase Nautilus


• Government Software Portals


• Investor Software Portals