Summary of Position
The Mortgage Paralegal supports the Legal and Compliance teams by coordinating litigation and regulatory matters in a highly regulated financial services environment. Responsibilities include managing subpoena/civil investigative demand intake and response workflows, organizing and producing documents (including redactions), tracking deadlines and regulatory/production requests, and maintaining matters in case management and document management systems. The Paralegal assists with consumer complaint and contested matter correspondence, conducts legal and factual research using statutes, agency guidance, and related sources, and helps prepare draft filings, memoranda, and internal reports. This role also supports contract lifecycle management, legal e-billing administration, and legal inbox management. The Paralegal works closely with the Chief Legal and Risk Officer and partners with internal stakeholders and outside counsel as needed in a remote setting. This position requires deep paralegal experience, strong knowledge of mortgage industry practices, and the ability to manage high-volume, time-sensitive matters in a regulated environment, with ability to adapt quickly and incorporate technology where appropriate.
Principal Duties and Responsibilities
- Review pleadings and related filings (e.g., summons, complaints, affidavits, answers, motions, orders, and judgments).
- Coordinate intake, logging, and timely responses to subpoenas, garnishments, and other legal requests in partnership with internal stakeholders and outside counsel.
- Support audits, regulatory exams, and internal reviews by compiling documentation and responding to information requests.
- Liaise with outside counsel to coordinate matter intake, status updates, and documentation requests, and to facilitate communication among Legal, Compliance, and business teams.
- Maintain matters in case management systems by analyzing complaints and claims, conducting fact-gathering and legal research (e.g., statutes, agency guidance, seller guides, judicial decisions), and synthesizing findings to support filings, correspondence, memoranda, and internal reports.
- Maintain matter databases and electronic files by organizing and tracking case documents in accordance with retention policies.
- Support settlement administration by gathering and organizing settlement data, preparing approval requests, requesting payments, reviewing agreements and releases, and coordinating signature routing.
- Manage consumer complaint and contested matter correspondence by performing intake and logging, supporting investigations, drafting responses (e.g., CFPB, BBB, direct), and producing trend, risk, and management reports.
- Support contract lifecycle management by coordinating intake, tracking, execution, and storage; preparing summaries, issue spotting, and redlines under attorney supervision; and maintaining templates, repositories, and version control.
- Administer legal e-billing (e.g., Legal Tracker/Serengeti) by reviewing and coding invoices, tracking accruals, ensuring compliance with outside counsel guidelines, resolving discrepancies with firms, and monitoring legal spend and budgets.
- Manage shared Legal inboxes and intake channels by routing inquiries, responding to routine requests, and escalating high-risk or sensitive matters.
- Update policies, procedures, and internal documentation in coordination with Legal and Compliance leadership.
- Handle routine legal issues under the direction of internal counsel.
- Provide administrative support as needed, including proofreading drafts, obtaining execution signatures, and distributing fully executed documents to internal teams and outside counsel.
- Contribute to ongoing and special legal projects and perform other responsibilities as assigned.
Education and Experience Requirements
- A minimum of 10 years of relevant experience as a Paralegal required, preferably in the financial services industry or a firm that provides services to companies in the financial services industry.
- Paralegal Associate Degree, Bachelor’s Degree, and/or Paralegal Certification strongly preferred.
- Demonstrated experience supporting in-house legal teams or law firms.
- Familiarity with corporate governance and risk management oversight preferred.
- Previous experience as contract administrator preferred.
Physical Requirements
This is primarily a sedentary office position which requires the Mortgage Paralegal to have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and move and carry up to 25 lbs. Finger dexterity is necessary. Primarily remote; prolonged periods of sitting and computer use are expected.
Additional Requirements
- Ability to support contract, vendor, and policy management activities.
- Ability to use Microsoft applications (Word, Excel, Outlook, PowerPoint, Teams) and Adobe Acrobat (PDFs); proficiency in AI tools preferred.
- Ability to work with or learn NMLS-related processes and requirements.
- Ability to work with or learn loan origination systems (e.g., Encompass).
- Ability to apply knowledge of mortgage regulatory frameworks (e.g., RESPA, TILA, ECOA, CFPB requirements).
- Ability to use Legal Tracker (Serengeti) or similar legal e-billing platforms.
- Ability to recognize and support legal and regulatory compliance needs in the financial services industry.
- Ability to communicate clearly in writing and verbally, including editing/proofreading with strong grammar and spelling.
- Ability to organize, manage time, and multitask with strong attention to detail.
- Ability to take initiative, resolve inquiries independently, and exercise sound judgment.
- Ability to remain poised and effective in a fast-paced, deadline-driven environment, including under stressful situations.
- Ability to handle highly confidential information with discretion.
- Ability to maintain a strong professional presence, including maturity and self-confidence.
- Ability to prepare and format legal documents.
- Ability to interact professionally with strong interpersonal skills and appropriate business demeanor.
- Ability to collaborate effectively with co-workers, supervisors, and management.
- Ability to understand and follow posted work rules and procedures.
Travel Requirements
Minimal travel required, if any, as needed for training or departmental needs.
Life at Lennar
- Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of.
- Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future.
- Paid Parental Leave.
- an Associate Assistance Plan.
- Education Assistance Program.
- up to $30,000 in Adoption Assistance.
- they can enjoy up to three weeks of vacation annually.
- generous Holiday, Sick Leave, and Personal Day policies.
- New Hire Referral Bonus Program.
- significant Home Purchase Discounts.
- unique opportunities such as the Everyone's Included Day.
Visit Lennartotalrewards.com to view our suite of benefits.
Work Where Everyone's Included
We're committed to building and sustaining an inclusive culture where everyone has a seat at the table, and we're all on a first-name basis. This inclusive culture influences our hiring practices, the communities we serve and how we build better career experiences for all our Associates. It's why we created our Everyone's Included Advisory Council, and we'd love for you to be a part of our shared journey.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
We're Always Looking Ahead. Want to work in an innovative environment that empowers you to explore your passions? At Lennar, we promote asking questions and working together to solve complex problems. It's how we've become a leader in the homebuilding industry and why our Associates love working here. If you're interested in helping people find their future homes and, in doing so, build a better future for themselves, then Lennar is the place for you.
Join Our Talent Network: Welcome to the Lennar Community! We are tickled, delighted and happy that you've decided to join our Talent Community! We look forward to connecting about career opportunities at Lennar.