Paralegal in Ephrata, Pennsylvania at Ephrata National Bank
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Job Description
Summary:
The Paralegal position will be responsible for providing legal services to ENB, in coordination with the Associate Counsel, as required. This includes, but is not limited to, the review and fulfillment of legal requests received from Retail Operations, Deposit Operations, Loan Documentation, and other functions within the organization. Maintain accurate, confidential records and documentation. Identify any business and legal risks and escalate to Associate Counsel. Demonstrate effective management of own time by setting deadlines and completing commitments with agreed-upon timeframes.
Essential Functions:
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Retail
Provide guidance to Retail and Retail Operations Staff with legal questions regarding account opening and customer questions; escalate concerns to Associate Counsel as necessary.
Review entity documentation to confirm all required records are submitted prior to account opening.
Review POA documents to confirm they are fully executed and legally acceptable for intended transactions.
Review Trust and Estate Account documentation to confirm acceptability for account openings.
Review documentation submitted for Estate Account closing, Trust Account closing, and Survivorship Affidavits to ensure accuracy of completion.
Deposit Operations
Coordinate intake upon service of Garnishments and obtain necessary documentation from Deposit Services regarding the Writ.
Draft and File Answers to Interrogatories.
Lending and Credit
Review Title Binders to identify unacceptable exceptions to the Schedule and elevate them to Associate Counsel and Credit for a decision.
Partner with Associate Counsel to resolve exceptions in-house or to retain outside counsel for resolution.
Coordinate with the Loan Documentation team to facilitate efficient resolution of documentation issues.
Third Party Vendor Contracts
Review vendor contracts and ensure required terms when applicable.
Draft and/or coordinate revisions to proposed Vendor Contracts and communicate with business stakeholders the recommended revisions.
Administration and Legal Research
Receive and process vendor management requests for financial and other updated documentation.
Review court dockets for status and venue of bankruptcy matters.
Review of Nrisk functions for Legal Department.
Provide administrative assistance to Associate Counsel.
Contribute to establishing procedures for legal review.
Conduct legal research via Westlaw/Practical Law and other applicable resources.
Contribute to projects for Associate Counsel deliverables.
Assist other members of the Enterprise Risk Management team as needed.
Other administrative duties as they arise.
Shareholder Relations
Partner with the Corporate Secretary to coordinate the Annual Proxy and maintain/file insider stock transactions.
Assist shareholders with completing and processing calls and inquiries. Track authorizations for Kemark Medallion Stamp administration.
Coordinate Board Member Compensation records between Executive Secretary and Finance.
Perform other duties as may be applicable or required.
Required Education and Experience:
- High School graduate required or equivalent.
- Bachelor’s degree from an accredited college preferred.
- Pennsylvania Paralegal Certification preferred.
- 2-4 years of relevant experience, preferably in legal practice, including real estate, trust and estate matters, colleague and customer communication skills, and problem-solving skills.
- Sound organizational and analytical skills.
- Ability to work with a continuous improvement/lean mindset to build operational excellence.
- Independent judgment and decision-making skills.
- Demonstrates excellent written and verbal communication skills.
- Excellent interpersonal and customer service skills.
- Self-motivated and able to manage multiple and varied responsibilities and projects in a timely and effective manner.
- Able to prioritize effectively and work in a deadline-driven environment.
- Ability to maintain confidentiality and to exercise discretion.
Competencies:
- ENB Operational and Functional Competencies.
- Excel Spreadsheets, Word, Computer Skills.
- Legal Research skills, including the use of Westlaw.
Supervisory Requirements:
This position does not have any supervisory responsibilities.
Salary: $61.500.00 - $88,560.00
Pay Transparency:
Salaries may vary based on geographic location, market data, and individual skills, experience, and education. This role is incentive-eligible, with payment based on company, business, and/or individual performance.
Benefits:
Additionally, as part of our Total Rewards program, Ephrata National Bank offers a comprehensive benefits package to eligible employees. This includes medical plans with prescription drug coverage; health savings account and/or flexible spending account; dependent care flexible spending account; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay, jury duty, and bereavement; disability insurance coverage and maternity and parental leave; educational assistance and a robust wellness program with financial incentives.
To learn more about your potential eligibility for these programs, please visit About | Careers | Benefits | Ephrata National Bank
Work Environment:
This position operates in a professional work environment. This role routinely uses standard office equipment, including computers, monitors, mouse, keyboards, phones, printers, scanners, photocopiers, filing cabinets, calculators, and fax machines. This role is based on an active office environment with regular background noise, including phone activity and conversations. The employee must be able to maintain focus, prioritize tasks, and perform effectively in a setting with routine workplace distractions.
Physical Demands:
Ephrata National Bank promotes an equal opportunity workplace, which includes reasonable accommodations for otherwise qualified disabled applicants and employees. The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job.
The role requires the ability to communicate effectively, including speaking and hearing, and to perform tasks requiring close visual attention, such as reviewing documents and working on a computer, as well as distance vision and the ability to focus. This position is primarily sedentary and involves extended periods of sitting and computer use; however, the employee must be able to perform routine office activities, including standing, walking, reaching, handling documents and office equipment, and bending or stooping. The employee must be able to lift and/or move up to 25 pounds, including standard computer and copy paper boxes, and must be able to open and close filing cabinets and drawers.
Position Type and Expected Hours of Work:
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Schedule is flexible in a hybrid work environment to meet business needs as required.
Travel:
This position may require local travel.
EEO Statement:
Ephrata National Bank supports a diverse workforce and is an Equal Opportunity Employer. It is the policy of Ephrata National Bank to provide equal employment opportunities without regard to race, ethnicity, color, religion, sex, national origin, age, disability, marital status, covered veteran status, sexual orientation, gender identity, genetic information, or any other protected characteristic applicable under law. The bank complies with all relevant federal, state, and local laws and regulations regarding nondiscrimination.
This job description reflects management’s assignment of essential functions and position responsibilities. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to this job at any time. The employee is expected to adhere to all of Ephrata National Bank’s procedures and to act as a role model in adherence to the bank's policies.