Lending Legal Analyst: Process Innovation & Efficiency

SRI Conference; Dallas (TX); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

SRI Conference in Dallas seeks a Lending Paralegal/Analyst to support the Private Bank legal team with drafting, reviewing, and managing loan documents across securities-based lending, mortgages, and other financing products. You will partner with attorneys, Credit, Operations, Compliance, and Risk to advance closings and document workflows.

The role emphasizes leveraging technology and automation to improve efficiency while maintaining high professional standards and integrity in a fast-paced

Qualifikationen

• Strong analytical, organizational, and project management skills.
• Excellent written and verbal communication and ability to collaborate across teams.
• Self-starter with attention to detail and sound judgment.
• Adaptable in a fast-paced environment.
• Strong drafting and document management skills.
• Interest in lending products, financial services and legal frameworks.
• Interest in leveraging technology, automation, and AI to improve legal processes.
• Ability to identify workflow improvements and drive operational excellence.

Aufgaben

• Draft, review, and manage loan documents and related lending paperwork.
• Support transaction execution and closings, including document collection and tracking.
• Track legal projects, transaction pipelines, and key milestones.
• Maintain legal templates, playbooks, forms, and guidance materials.
• Partner with attorneys and business stakeholders to support lending transactions.
• Assist with regulatory, policy matters affecting Private Bank lending products.
• Drive document standardization and process improvement initiatives.
• Identify opportunities to leverage technology and AI to improve legal workflows.

Jobbeschreibung

SRI Conference in Dallas seeks a Lending Paralegal/Analyst to support the Private Bank legal team with drafting, reviewing, and managing loan documents across securities-based lending, mortgages, and other financing products. You will partner with attorneys, Credit, Operations, Compliance, and Risk to advance closings and document workflows.

The role emphasizes leveraging technology and automation to improve efficiency while maintaining high professional standards and integrity in a fast-paced