Paralegal

Title: Paralegal

Location: Tampa United States

Job Description:

Overview

Compensation: $32.00 - $55.00 hourly based on experience and credentials

Location Type: Hybrid a flexible work model blending in-office and remote working

Position Type: Full Time

The Paralegal assists the Office of General Counsel attorneys in researching and analyzing pertinent law documents. This individual maintains legal files and databases, schedules meetings, and coordinates correspondence. The Paralegal may file pleadings and prepare affidavits, assist with discovery, investigate facts, research, and perform many other facets of law. Key responsibilities include managing case management software tailored to the Office of the General Counsel. An ideal incumbent is a continuous learner who thrives in a high-demand, deadline-driven environment with integrity, strong judgment, and discretion for confidentiality.

Responsibilities

• Assist with researching and resolving matters of varying complexity, under the general direction of an attorney
• Provide general support to the credit union's business units and senior management to proactively identify and mitigate legal risks related to operations, employment, litigation, and regulatory compliance
• Gather information/documentation in response to internal client inquiries
• Assist in resolving a wide range of routine, day-to-day operational matters, including but not limited to: powers of attorney, special accounts, account disputes and operational matters
• Draft, format, and revise legal documents; proofread for accuracy and ease of reading, under the general direction of an attorney
• Draft and edit agreements and assist business units in term negotiation(s), under the general direction of an attorney
• Assist with researching and directing the inquiries related to member complaints to the appropriate business leader for further response
• Work with the credit union's business units to implement workflows that enhance productivity and create increased efficiencies within the organization
• Collaborate closely with the Office of General Counsel attorneys to ensure compliance with regulatory requirements and with credit union policies and procedures
• Conduct legal research on the Internet, Westlaw, Practical Law, and other resources
• Assist in case management and associated reporting for legal matters
• Maintain accurate and organized electronic files in accordance with established policies and guidelines
• Interface with senior leaders, internal staff, business partners, outside counsel, and vendors
• Manage special projects and assignments as assigned and directed by the Office of General Counsel attorneys
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Qualifications

• Bachelor's degree from an accredited university (A comparable combination of work experience and training may be substituted for education requirements.)
• Minimum of 5 years of demonstrated success in legal support and coordination, preferably in a financial institution or other financial services company, or in a private law firm
• Proficient knowledge of Florida banking laws
• Exposure to a wide range of legal issues and disciplines, ideally in a fast-paced, high-growth financial institution or other financial services company, including but not limited to: special accounts, Unform Commercial Code transactions, technology/software transactions, information security, contract drafting, employment matters, M&A, regulatory compliance, collections, consumer litigation, and intellectual property
• Willingness to study Suncoast's operations and business model, to continually learn and stay current on trends in the financial services industry
• Ability to work effectively across functions (including Finance, Human Resources, Information Security, Operations, Risk Management/Compliance, Accounting)
• Advanced knowledge of relevant software, including Microsoft Office, Word, Excel, PowerPoint, Westlaw, and CoPilot
• Ability to utilize developing AI tools ethically
• Ability to work in a team environment with a willingness to train and mentor less experienced teammates
• Experience marking up and negotiating legal documents digitally (without having to print them or utilize dictation) and with minimal administrative support
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

Skills

• Analytics

• Networking

• Project Management

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

For more information, including additional benefits, please visit our benefits website at https://careers.suncoastcreditunion.com/benefits

Company Overview #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.

For more information, please visit our careers site at https://careers.suncoastcreditunion.com/

Responsibilities

• Assist with researching and resolving matters of varying complexity, under the general direction of an attorney
• Provide general support to the credit union's business units and senior management to proactively identify and mitigate legal risks related to operations, employment, litigation, and regulatory compliance
• Gather information/documentation in response to internal client inquiries
• Assist in resolving a wide range of routine, day-to-day operational matters, including but not limited to: powers of attorney, special accounts, account disputes and operational matters
• Draft, format, and revise legal documents; proofread for accuracy and ease of reading, under the general direction of an attorney
• Draft and edit agreements and assist business units in term negotiation(s), under the general direction of an attorney
• Assist with researching and directing the inquiries related to member complaints to the appropriate business leader for further response
• Work with the credit union's business units to implement workflows that enhance productivity and create increased efficiencies within the organization
• Collaborate closely with the Office of General Counsel attorneys to ensure compliance with regulatory requirements and with credit union policies and procedures
• Conduct legal research on the Internet, Westlaw, Practical Law, and other resources
• Assist in case management and associated reporting for legal matters
• Maintain accurate and organized electronic files in accordance with established policies and guidelines
• Interface with senior leaders, internal staff, business partners, outside counsel, and vendors
• Manage special projects and assignments as assigned and directed by the Office of General Counsel attorneys
• Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
• Attend educational events to increase professional knowledge
• Complete annual compliance and info security training to understand employees' role in maintaining effective compliance and security programs

Qualifications

• Bachelor's degree from an accredited university (A comparable combination of work experience and training may be substituted for education requirements.)
• Minimum of 5 years of demonstrated success in legal support and coordination, preferably in a financial institution or other financial services company, or in a private law firm
• Proficient knowledge of Florida banking laws
• Exposure to a wide range of legal issues and disciplines, ideally in a fast-paced, high-growth financial institution or other financial services company, including but not limited to: special accounts, Unform Commercial Code transactions, technology/software transactions, information security, contract drafting, employment matters, M&A, regulatory compliance, collections, consumer litigation, and intellectual property
• Willingness to study Suncoast's operations and business model, to continually learn and stay current on trends in the financial services industry
• Ability to work effectively across functions (including Finance, Human Resources, Information Security, Operations, Risk Management/Compliance, Accounting)
• Advanced knowledge of relevant software, including Microsoft Office, Word, Excel, PowerPoint, Westlaw, and CoPilot
• Ability to utilize developing AI tools ethically
• Ability to work in a team environment with a willingness to train and mentor less experienced teammates
• Experience marking up and negotiating legal documents digitally (without having to print them or utilize dictation) and with minimal administrative support
• Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
• Accurate, detail-oriented, and organized with task management
• Ability to analyze and resolve difficult and often complex problems or situations
• Strong written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
• Strong knowledge and understanding of credit union products, services, policies, and procedures
• Strong knowledge and understanding of regulatory compliance
• Strong knowledge and understanding of credit union computer systems and software applications required to perform job duties

Skills

• Analytics

• Networking

• Project Management

Benefits

• Financial Well-Being: Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
• Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
• Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
• Community Involvement: Paid Volunteer Hours
• Growth: Degree Assistance up to $5,000 per year

Company Overview #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.