PWM-Legal-Dallas-Analyst

SRI Conference; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Job description

Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst - Lending Paralegal

The AWM Private Bank Legal Associate/Analyst role offers an opportunity for motivated candidates interested in lending, finance, legal documentation, and process innovation. The position partners closely with attorneys supporting a broad range of Private Bank lending products, including securities-based lending, mortgages, unsecured lending, commercial lending, and other specialized financing transactions.

Qualifications

• Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills and ability to collaborate across Legal, Credit, Business, Operations, Compliance, and Risk
• Self-starter with strong attention to detail and sound judgment
• Adaptable and effective in a fast-paced environment
• Strong drafting, document management, and organizational capabilities
• Interest in lending products, financial services, and legal frameworks
• Interest in leveraging technology, automation, and AI to improve legal processes and efficiency
• Ability to identify workflow improvements and drive operational excellence
• High degree of professionalism and integrity
• Prior paralegal, legal operations, lending, banking, or financial services experience preferred; JD not required

Responsibilities

• Draft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending documentation
• Support transaction execution and closings, including document collection and deliverable 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 and day-to-day business activities
• Assist with legal, regulatory, and policy matters affecting Private Bank lending products
• Drive document standardization, process improvement, and operational efficiency initiatives
• Identify opportunities to leverage technology, automation, and AI to improve legal workflows and scalability
• Coordinate with Legal, Credit, Operations, Compliance, Risk, and Technology stakeholders on lending-related matters
• Support management reporting and strategic initiatives as needed

This role provides broad exposure to private bank lending products and legal matters, offering the opportunity to build expertise in lending and credit while contributing to the modernization and scalability of legal service delivery.