Banking Paralegal Job Description

Here are a few sample banking paralegal job descriptions:

Banking and Finance Paralegal

The candidate will be responsible for Paralegal duties in the Banking and Finance section of a prestigious major, downtown law firm. Must have Four year degree and or a Paralegal Certificate. Should have 5+ years of experience as a Banking/Finance Paralegal. Should have experience working with transactional documents including purchase and sale agreements, joint venture agreements, credit agreements, and associated ancillary documents. Also must be able to facilitate and coordinate in the transactional closing process from the initial filing to closing.


Corporate Paralegal - Banking

The candidate will be preparing and interpreting legal documents for review, approval, and use by attorneys. Will organize and prepare legal files. Conduct legal research and analysis using various law sources. Select, compile and use technical information from various reference sources. Perform administrative legal duties as required.

 The candidate should have 4 year degree or related experience. Must have 1+ year bank debt trade/distressed debt trading paralegal experience. LMA experience preferred; LSTA experience a plus. Courses in paralegal studies a plus. Excellent organizational and communication skills required.


Business Banking Paralegal

The candidate will be responsible for providing transactional and other legal support to Business Banking lawyers, including preparation of draft real estate loan documents, letters to customers, and internal communications and presentations; researching regulatory issues and monitoring state law developments in connection with Business Banking transactional matters; assisting with the review and response to issues with respect to deposit accounts and cash management products; reviewing and responding to customer complaints; maintaining and updating forms; partnering with lawyers in Business Banking and other lines of business to support large scale projects and initiatives

The candidate should have 4-year undergraduate degree (preferred); 2-year associates degree (required); experience in a law firm or in-house legal department; be detail oriented and organized; able to handle multiple assignments and competing priorities in a fast paced, high profile and rapidly evolving environment; excellent interpersonal and oral and written communication skills; ability to work independently when interacting with larger groups on projects; professional attitude and ability to exercise judgment and adhere to policy guidelines; proficiency with PowerPoint, Excel and/or Adobe Pro would be a plus; have knowledge of credit, deposit account and product documentation and/or federal laws and regulations pertaining to banks would be a plus