Paralegal Senior

Pathward; United States; Hybrid; USD 40,000 - 67,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is seeking a Senior Paralegal to partner with attorneys and business stakeholders on commercial lending, consumer lending, payments, and BaaS initiatives. The role blends legal operations, contract management, project coordination, and regulatory support in a fast-paced environment.

Ideal candidates will have 5+ years’ experience, a bachelor’s degree or paralegal certificate, and familiarity with regulated financial services.

Qualifications

• 5+ years of related experience.
• Experience supporting commercial and consumer lending, fintech, payments, sponsor bank, Banking-as-a-Service (BaaS), or other regulated financial services businesses strongly preferred.
• Experience supporting litigation, bankruptcy and subpoena management preferred.

Responsibilities

• Draft, review, and negotiate financing documents and third‑party contracts, consulting attorneys as needed.
• Review, redline, and manage template agreements, including, but not limited to NDAs, online banking agreements, ACH service agreements, wind‑down letters.
• Review and approve loan closing packages for funding.
• Review marketing materials, disclosures, customer communications, and new product initiatives for legal and regulatory considerations.
• Support attorneys with legal documentation and contract administration.
• Partner with business teams to gather information, identify issues, and facilitate efficient legal review.
• Manage and coordinate responses to subpoenas and other legal process requests.
• Provide litigation and bankruptcy support, including document collection, matter tracking and collections and records management.
• Assist with management of legal matters, including maintaining case files, tracking deadlines, and supporting reporting requirements.
• Support the Legal and Compliance technology, processes, and tools, including procedures across the department.
• Assist with project management and process improvement efforts.
• Support broader legal operations responsibilities including regulatory examinations, audits, and compliance initiatives.
• Play an active role in advancing Legal Operations initiatives, including process optimization, technology enablement, knowledge management, and department scalability.

Skills

Integrity

Attention to detail

Communication

Organizational skills

Education

Bachelor’s degree preferred

Paralegal certificate preferred

Job description

• Bachelor’s degree preferred.

We are a hybrid, remote-office company dedicated to growing our talent anywhere! We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

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

The Senior Paralegal serves as a key member of the Legal team, partnering closely with attorneys and business stakeholders to support commercial and consumer lending, payments, and Banking-as-a-Service (BaaS) initiatives. This role combines legal operations, contract management, project coordination, and regulatory support. The successful candidate is a proactive self-starter who thrives in a fast‑paced environment, exercises sound judgment, manages multiple priorities simultaneously, and helps drive scalable legal processes across the organization.

What You Will Do

• Draft, review, and negotiate financing documents and third‑party contracts, consulting attorneys as needed.
• Review, redline, and manage template agreements, including, but not limited to NDAs, online banking agreements, ACH service agreements, wind‑down letters.
• Review and approve loan closing packages for funding.
• Review marketing materials, disclosures, customer communications, and new product initiatives for legal and regulatory considerations
• Supporting attorneys with legal documentation and contract administration.
• Partner with business teams to gather information, identify issues, and facilitate efficient legal review.
• Manage and coordinate responses to subpoenas and other legal process requests.
• Provide litigation and bankruptcy support, including document collection, matter tracking and collections and records management.
• Assist with management of legal matters, including maintaining case files, tracking deadlines, and supporting reporting requirements.
• Supports the Legal and Compliance technology, processes, and tools, including procedures across the department.
• Assist with third‑party risk management, vendor contracting, and related governance activities.
• Provides first‑level end‑user technical support of key legal department systems and introductory end‑user training.
• Creates and collaborates with the Legal team on department presentations, focus meetings, and related requests.
• Assist with project management and process improvement efforts.
• Supports broader legal operations responsibilities including regulatory examinations, audits, and compliance initiatives.
• Plays an active role in advancing Legal Operations initiatives, including process optimization, technology enablement, knowledge management, and department scalability.
• Other duties as assigned.

What You Will Need

• High school diploma or equivalent.
• Bachelor’s degree preferred.
• Paralegal certificate preferred.
• 5+ years of related experience.
• Experience supporting commercial and consumer lending, fintech, payments, sponsor bank, Banking-as-a-Service (BaaS), or other regulated financial services businesses strongly preferred.
• Experience supporting litigation, bankruptcy and subpoena management preferred.

Competencies

• Integrity, attention to detail, communication skills, organizational skills

Salary range: $28.80 hourly – $48.35 hourly

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.

This role is also eligible for an annual performance‑based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/