Paralegal (Anaheim, CA)

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POSITION SUMMARY:

This position will be responsible for analysis, maintenance, and management and of all third-party agreements and their records in support of the institution's Legal Affairs department.

ESSENTIAL POSITION FUNCTIONS:

Manage and track third party agreements through their entire contract lifecycle, from initial intake, review, and execution through to recurring reporting, renewals, and termination.

Review, draft, redline, negotiate, and advise on a wide variety of contractual documents to ensure compliance with the standards set in company policies, procedures, checklists and playbooks, including both new third party agreements for new purchases as well as existing contracts for recurring due diligence.

Update and maintain a comprehensive and up-to-date centralized database of contracts, including creating new records, reviewing contract records to check for accuracy and consistency with department standards, monitoring of contract renewals and expirations, and archival of inactive contracts.

Accurately answer questions and requests from attorneys, paralegals, business departments and external vendors related to third party contracts, processes, and procedures.

Communicate with business departments to notify them of upcoming expirations and assist with renewals or termination.

Generate and prepare recurring reports (including monthly summary reports, escalation reports, and expiration reports) and perform follow-up tasks needed to resolve matters identified in such reports.

Develop, refine, and implement procedures, additional reporting & tracking metrics to continually improve record keeping and overall operational efficiency.

Provide general Legal Affairs department support to attorneys and other paralegals, including research assistance, special projects, and ad hoc assignments.

EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:

High School Diploma or Equivalent Experience required.

Previous financial industry and customer service experience preferred.

Bachelor's Degree, Paralegal Certification, or equivalent education.

Minimum of 5 years of paralegal, compliance, procurement, or third party management with direct involvement in contracts.

Hands-on experience in independently conducting legal contract review and drafting redlines.

Knowledge of common contractual clauses and an understanding of fundamental contract law principles.

Knowledge of relevant laws including California Consumer Privacy Act and Gramm-Leach-Bliley Act.

Effective and professional communication skills, both written and oral.

Strong reading comprehension, grammar, writing, and language skills.

Ability to complete all essential job functions with high level of accuracy.

Detail-oriented, good organizational skills, and the ability to be flexible while working in a time-constrained environment.

Proven ability to work with and motivate others.

Professional conduct and appearance.

COMPUTER SKILLS:

Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union's operating system and specialized software required for performance of position.

Experience using a contract management software, customer relationship management software, or vendor management software is preferred.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.

Experience in or ability to build information models.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

This position may qualify as Remote or Hybrid with a home base at one of Wescom's offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee.

The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.

The noise level in the work environment is moderately quiet. It is a non-smoking environment.

The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.