Mortgage Paralegal - Legal and Compliance

Responsibilities

• Review pleadings and related filings (e.g., summons, complaints, affidavits, answers, motions, orders, and judgments).
• Coordinate intake, logging, and timely responses to subpoenas, garnishments, and other legal requests in partnership with internal stakeholders and outside counsel.
• Support audits, regulatory exams, and internal reviews by compiling documentation and responding to information requests.
• Liaise with outside counsel to coordinate matter intake, status updates, and documentation requests, and to facilitate communication among Legal, Compliance, and business teams.
• Maintain matters in case management systems by analyzing complaints and claims, conducting fact-gathering and legal research (e.g., statutes, agency guidance, seller guides, judicial decisions), and synthesizing findings to support filings, correspondence, memoranda, and internal reports.
• Maintain matter databases and electronic files by organizing and tracking case documents in accordance with retention policies.
• Support settlement administration by gathering and organizing settlement data, preparing approval requests, requesting payments, reviewing agreements and releases, and coordinating signature routing.
• Manage consumer complaint and contested matter correspondence by performing intake and logging, supporting investigations, drafting responses (e.g., CFPB, BBB, direct), and producing trend, risk, and management reports.
• Support contract lifecycle management by coordinating intake, tracking, execution, and storage; preparing summaries, issue spotting, and redlines under attorney supervision; and maintaining templates, repositories, and version control.
• Administer legal e-billing (e.g., Legal Tracker/Serengeti) by reviewing and coding invoices, tracking accruals, ensuring compliance with outside counsel guidelines, resolving discrepancies with firms, and monitoring legal spend and budgets.
• Manage shared Legal inboxes and intake channels by routing inquiries, responding to routine requests, and escalating high-risk or sensitive matters.
• Update policies, procedures, and internal documentation in coordination with Legal and Compliance leadership.
• Handle routine legal issues under the direction of internal counsel.
• Provide administrative support as needed, including proofreading drafts, obtaining execution signatures, and distributing fully executed documents to internal teams and outside counsel.
• Contribute to ongoing and special legal projects and perform other responsibilities as assigned.

Requirements

• A minimum of 10 years of relevant experience as a Paralegal required, preferably in the financial services industry or a firm that provides services to companies in the financial services industry.
• Paralegal Associate Degree, Bachelor’s Degree, and/or Paralegal Certification strongly preferred.
• Demonstrated experience supporting in-house legal teams or law firms.
• Familiarity with corporate governance and risk management oversight preferred.
• Previous experience as contract administrator preferred.

Physical Requirements

• This is primarily a sedentary office position which requires the Mortgage Paralegal to have the ability to operate computer equipment, speak, hear, bend, stoop, reach, lift, and move and carry up to 25 lbs.
• Finger dexterity is necessary.
• Primarily remote; prolonged periods of sitting and computer use are expected.

Additional Requirements

• Ability to support contract, vendor, and policy management activities.
• Ability to use Microsoft applications (Word, Excel, Outlook, PowerPoint, Teams) and Adobe Acrobat (PDFs); proficiency in AI tools preferred.
• Ability to work with or learn NMLS-related processes and requirements.
• Ability to use Legal Tracker (Serengeti) or similar legal e-billing platforms.
• Ability to recognize and support legal and regulatory compliance needs in the financial services industry.
• Ability to communicate clearly in writing and verbally, including editing/proofreading with strong grammar and spelling.
• Ability to organize, manage time, and multitask with strong attention to detail.
• Ability to take initiative, resolve inquiries independently, and exercise sound judgment.
• Ability to remain poised and effective in a fast-paced, deadline-driven environment, including under stressful situations.
• Ability to handle highly confidential information with discretion.
• Ability to maintain a strong professional presence, including maturity and self-confidence.
• Ability to prepare and format legal documents.
• Ability to interact professionally with strong interpersonal skills and appropriate business demeanor.
• Ability to collaborate effectively with co-workers, supervisors, and management.
• Ability to understand and follow posted work rules and procedures.

Travel Requirements

• Minimal travel required, if any, as needed for training or departmental needs.

Pay

Competitive salary commensurate with experience.

Schedule

Flexible schedule to accommodate remote work.