Legal Research Processor

About the role

The Legal Research Processor supports the organization’s legal and regulatory obligations by managing legal process workflows, levy administration, and operational reporting activities. This role is responsible for processing legal documents and correspondence, coordinating levy payments and communications with government agencies, and responding to internal legal inquiries with accuracy and professionalism. The position works closely with the Legal Administrator and Associate General Counsel to ensure compliance with applicable laws, court orders, and regulatory timelines, and reporting.

Responsibilities

• Processes levies, summons, subpoenas, and other legal process orders from various government agencies and courts.
• Manage levy payment calendar, and levy account reporting tasks, to ensure timely and accurate delivery of levy payments.
• Manage incoming and outgoing mail, both physical and electronic, maintaining compliance with legal and operational deadlines, supporting the Legal Administrator and Associate General Counsel with efficient daily operations.
• Direct communication with levying officers and government agencies as needed when effectuating a levy and to follow-up on levy status.
• Research legal inquiries from internal departments, branches, and Branch Administration and provides guidance.
• Supports Legal Administrator and Associate General Counsel with Board and committee level reporting.
• Processes Quarterly Reporting of Attorney Client's Trust Accounts to the State Bar of California (Legal Administrator).
• Perform other job duties as required.

Qualifications & Skills

• Bachelor’s Degree or equivalent combination of training and related experience
• Minimum 4 years banking experience
• Experience negotiating contracts
• Excellent written and verbal communication skills
• Knowledge of legal processing, including levies, summons, and subpoenas, preferred
• Excellent organizational skills, detail oriented with strong analytical skills
• Ability to follow both written and verbal instructions and follow processes
• Strong interpersonal skills; ability to direct others and resolve conflicts
• Proficient in Microsoft Office, especially Outlook, Excel, and Word

Benefits

Health & Wellness: Medical, dental, and vision insurance, Flexible Spending Accounts (FSA, Dependent Care, Health Savings), Employee Stock Ownership Plan (ESOP), 401(k) with employer match, Performance-based bonuses or incentives.

Work-Life & Perks: Paid holidays, vacation, and sick time, Free personal checking and savings accounts, Home loan rate discounts, Tuition reimbursement and professional development resources, On-site gym and discounted health club memberships, Employee Assistance Program (EAP).