The Corporate Paralegal supports various legal functions, including research, investigation, document management and drafting of legal documents. The Corporate Paralegal will manage the general administration of the credit union’s inventory of approved member disclosures, credit union management practices, board policies, and other important records maintained and managed in the credit union’s document management system and will assist attorneys with other critical legal systems, including the credit union’s contract review system and email inboxes relating to document and contract reviews (legalcontractreviews@wpcu.coop and documentreviewrequest@wpcu.coop). The Corporate Paralegal will provide quality control for legal support functions and provide backup support to the Legal Support team as necessary on subpoenas, garnishments, powers of attorney reviews and other legal support tasks. This role may also involve training other staff members and coordinating workload and processing tasks within the legal department. The Corporate Paralegal ensures that all documents and contracts are properly updated and maintained in the system as the credit union’s official source of record subject to defined periodic review by designated persons. The Corporate Paralegal also develops, drafts, and maintains departmental procedures relating to legal support, document management and contract review, ensuring compliance, organization, and continuous improvement in all legal processes. The Corporate Paralegal acts as the gatekeeper and liaison with partners and Official Family Members for the successful distribution, maintenance, and control of applicable credit union documents and records.

1. Serves as Administrator of the Policy and Document Lifecycle Management system and Contract Review System, and ensures documents and contracts are retained and managed in accordance with credit union policies and procedures. Ensures enhancement requests by Legal and other departments are tracked and implemented as necessary. (25%)

2. Ensures member facing disclosures are periodically reviewed and updated/replaced by designated partners in accordance with defined review periods. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (20%)

3. Ensures annual updates are completed by document owners for board policies, management practices and procedures. (15%)

4. Acts as custodian of official records of the credit union. Ensures that any legal paperwork generated by the credit union, and its subsidiaries, is available for inspection and filed in an accurate records system. This includes but is not limited to organizational documents, corporate records, CUSO documents, official correspondence with regulators, etc. (10%)

5. Maintains and controls the complete electronic inventory of member disclosures, board policies, and management practices and procedures. (10%)

6. Conduct factual and legal research and analysis on various legal issues and regulatory matters as assigned by management. (5%)

7. Identify opportunities for efficiency within legal department operations and implement best practices. Develop, draft, and maintain departmental procedures to ensure consistency, compliance, and streamlined workflows. (5%)

8. At management’s direction, provide quality control for legal support functions, providing guidance and ensuring accuracy, efficiency, and compliance. (5%)

9. Acts as backup to Legal Support team on subpoenas, garnishments, IRS levies, child support levies, powers of attorney reviews and other legal support work. (5%)

Required Skills

The Corporate Paralegal will understand the applicable laws and regulations pertaining to corporate record keeping and will have a demonstrated ability to use document management software. They will also have a well-rounded knowledge of the Credit Union’s corporate structure and business units.

1. Associate degree from a 2-year college or technical school in paralegal studies or similar legal- related field or paralegal certificate.

2. Preferably a minimum of 2-3 years of experience working in a corporate record keeping role, ideally in the financial services industry.

3. Demonstrated ability to learn and apply appropriate software applications to job functions including credit union compliance management system.

4. Verbal and written communications skills are necessary.

5. Strong document management skills, including the ability to organize, maintain, and archive corporate records, approved disclosures, policies, management practices, and procedures.

Required Experience

The Corporate Paralegal will understand the applicable laws and regulations pertaining to corporate record keeping and will have a demonstrated ability to use document management software. They will also have a well-rounded knowledge of the Credit Union’s corporate structure and business units.

1. Associate degree from a 2-year college or technical school in paralegal studies or similar legal- related field or paralegal certificate.

2. Preferably a minimum of 2-3 years of experience working in a corporate record keeping role, ideally in the financial services industry.

3. Demonstrated ability to learn and apply appropriate software applications to job functions including credit union compliance management system.

4. Verbal and written communications skills are necessary.

5. Strong document management skills, including the ability to organize, maintain, and archive corporate records, approved disclosures, policies, management practices, and procedures.