Paralegal

Cal Coast Credit Union; San Diego (CA); On-site; USD 54,415 - 68,025; Full time

Job summary

A leading credit union in San Diego is seeking a Paralegal II to support the Compliance & Legal Department. Key duties involve legal research, managing documentation, and ensuring adherence to regulatory requirements. The ideal candidate will have at least five years of experience, a strong attention to detail, and a Bachelor's degree. This full-time position offers a competitive hourly rate, working within a supportive team environment.

Qualifications

• Minimum of five (5) years of recent experience in paralegal/legal work and compliance.
• Exceptional writing and grammar proficiency.
• Experience using legal research tools.
• Ability to compile and present data clearly.

Responsibilities

• Support Compliance, Legal, and Risk Management departments.
• Assist in drafting and reviewing compliance policies.
• Monitor and interpret federal and state regulations.
• Perform legal research and compile relevant data.

Skills

Strong analytical skills

Effective communication

Detail-oriented approach

Creative problem-solving

Emotional intelligence

Education

Bachelor’s degree in business, finance, political science, or related field

Paralegal Certificate or Juris Doctor (J.D.)

Tools

Microsoft Excel

LexisNexis/Westlaw

Job description

Cal Coast Credit Union provided pay range

This range is provided by Cal Coast Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$39.50/hr - $49.38/hr

Senior Manager, Talent Acquisition at California Coast Credit Union I PHR

The Paralegal II supports the Compliance & Legal Department by performing legal research, managing legal documentation, responding to subpoenas and member legal requests, tracking complaints and cases, and actively contributing to the credit union’s compliance program. This role also includes administrative and ministerial duties to ensure smooth departmental operations and support for audits, examinations, and training programs. The Paralegal provides daily operational support to internal departments and branches on legal, compliance, risk-related issues and is involved in various cross-functional projects.

DIMENSIONS:

• Service: Provide exceptional service to internal partners and external members.
• Grit: Persistent in the application of knowledge, skills, and behaviors to achieve goals and address obstacles.
• Intrinsic Motivation: is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
• Creative Problem-solving: finds ways to meet individual, team, and member goals, by navigating through barriers.
• DEI: Advocate, promoter, and modeler of diversity, equity, and inclusion.

NATURE & SCOPE:

• Owns legal reporting and creates reports to inform stakeholders.
• Assists in drafting, reviewing, and maintaining compliance policies and procedures in accordance with applicable laws and regulations.
• Supports internal compliance monitoring and testing activities, including preparation for audits and regulatory examinations.
• Collects, reviews and analyzes legal requests made by members and outside parties.
• Assists in matters subject to legal holds to gather and preserve all potentially relevant data.
• Establish data, metrics and benchmarking through multiple sources to evaluate trends and cost of compliance and legal risk to prioritize resources.
• Monitor regulatory changes and assist in implementing necessary updates to policies and procedures.
• Maintain accurate records of compliance materials including disclosures, applications, and notices.
• Provides key input to the compliance and legal process.
• Maintain the compliance help desk and respond to staff inquiries.
• Strong time-management skills to maintain or exceed expected daily workload, while also maintaining overall team defined internal service standard.
• Collaborates with management to define and establish key risk indicators to effectively monitor and predict increasing compliance, legal, and risk conditions.
• Participates in project teams, committees and focus groups related to operational process improvement initiatives.
• Completes thorough and accurate work.
• Provides operational support in the Compliance, Legal, and Risk Management departments as needed.
• Performs other duties as assigned/required.

Compliance Responsibilities

• Monitor and interpret federal and state regulations applicable to credit union operations.
• Assist in the development and implementation of compliance training programs.
• Maintain and update the compliance library, including regulatory guidance, policies, and procedures.
• Track and report compliance metrics and trends to senior leadership.

Education, skills, & abilities:

The Eight Superpowers

1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success.
8. Values and shows appreciation for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.

Other Education, Skills, and Abilities

• Bachelor’s degree in business, finance, political science, or a related field, from an accredited college/university.
• Paralegal Certificate or Juris Doctor (J.D.).
• Minimum of five (5) years of recent experience in paralegal/legal work and compliance, with demonstrated experience in regulatory compliance, preferably within a financial institution.
• Strong analytical, communication (oral and written), and personal computer skills.
• Ability to gather, compile and present data in a clear and logical manner.
• Meticulous, detail-oriented approach to work matters.
• Up-to-date understanding of key legal issues germane to banking industry.
• Effective interpersonal skills; ability to communicate persuasively, in writing, speaking and audio-visual technologies.
• Exceptional writing and grammar proficiency, ability to present numerical data effectively, and ability to edit own work for spelling and grammar.
• Experience working with Microsoft Applications such as Excel, Word, PowerPoint, Access and Outlook. Advanced working knowledge of Excel is required.
• Ability to handle multiple responsibilities and projects simultaneously and meet deadlines.
• Highly motivated to contribute and grow within a complex area of emerging importance.
• Experience using legal research tools (e.g. LexisNexis/Westlaw) and generative artificial intelligence platforms (e.g. CoPilot/ChatGPT).

MAJOR ACCOUNTABILITIES

• Supports the Compliance, Legal and Risk Management department in managing legal functions and ensuring adherence to regulatory requirements and internal compliance standards. Identifies and evaluates key risks relating to legal and compliance.
• Completes daily operations relating to legal functions; performs factual and legal research and analysis
• Accountable for and act in a leadership capacity for multiple complex and critical processes, programs and projects for the Compliance, Legal and Risk Management Department
• Keep abreast of legal and regulatory requirements affecting the credit union.
• Coordinates with internal departments to ensure timely implementation of regulatory changes and compliance obligations.
• Serves as a key contributor in cross-functional teams

PHYSICAL REQUIREMENTS

• Ability to tolerate periods of continuous sitting. Ability to lift up to 10 pounds. Ability to concentrate on tasks and sit in meetings for extended periods.

ENVIRONMENTAL CONDITIONS

• Work is primarily performed within a cubicle office setting, or a home-work environment. It may be subject to standard background noise found in an office environment.

Note: Staff are expected to perform various tasks, projects and administrative duties as assigned.

Management reserves the right to assign or change duties and tasks to this position at their discretion.

Salary Range (Hourly):

$39.5071 - $49.3839

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Legal, Research, and Administrative