Senior Paralegal - Fintech & Lending (Remote)

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

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.