• Paralegal

    Job Locations US-CA-Rancho Cucamonga
    Req No.
  • Overview

    CO-OP Financial Services provides technically superior products and services to financial institutions across the nation. We are seeking a talented Paralegal to be responsible for supporting the daily operations of the Legal department. Primary role is to manage various Paralegal responsibilities, including contract administration, document management, and maintenance and preparation of corporate documentation. The Paralegal will also assist with litigation matters, research legal issues and draft supporting documents as required.




    • Support the day-to-day activities and projects of the enterprise-wide Legal department.
    • Serve as the administrator for the Legal Department’s document and contract management systems, which includes the scanning and organization of client and vendor contracts, and other legal documents.
    • Develop and implement procedures for contract management and document retention in compliance with company policy.
    • Track, review, and manage contract workflow. This includes proper execution and distribution of all agreements with respective party, and updating involved stakeholders, as needed.
    • Prepare, track, organize and file various documents, including but not limited to, secretary of state filings, insurance policies, company and individual license applications, renewals and other reports and documents, as needed.
    • Assist with legal and compliance projects, including due diligence (vendor and client), necessary filings, and policy updates.
    • Collaborate with Corporate Counsels to analyze and respond to subpoena requests.
    • Update and maintain tracking spreadsheets, such as, but not limited to, approval and products spreadsheets.
    • Create and facilitate work orders to Network Implementation, Business Development, and other departments as needed.
    • Serve as liaison between CO-OP SME’s and credit union clients, as needed.
    • Assist with template creation and formatting upon provided direction.




    • Bachelor’s degree from four year college in business or related field; or a minimum of five years legal experience; or a combination of education and experience along with a Corporate paralegal or risk/legal background.
    • Certified Paralegal is preferred. Experience in the Financial Institution or EFT industry, with ATM or POS knowledge is desired.
    • Credit Union industry experience/knowledge and 2-3 years law firm and/or in-house experience working with general corporate matters is also preferred. 
    • Thorough knowledge with a variety of the field’s concepts, practices, and procedures along with knowledge of business registration process with secretary of state. 
    • Knowledge with Contract Management Databases (i.e. SpringCM) and must be proficient PC knowledge and the use of standard software packages, such as Microsoft Word, Excel, Access and PowerPoint. 
    • Excellent planning and organizational skills, as well as ability to prioritize workload using good judgment, while balancing the need for an immediate response with accuracy and completeness of information. someone with excellent verbal and written communication skills, effective interpersonal skills, and ability to convey instructions.
    • Detail-oriented with strong problem solving skills and the ability to identify, analyze, and resolve problems, driving solutions to completion along with the ability to work under minimal supervision and manage multiple tasks/projects simultaneously, while meeting demanding deadlines. 
    • Must have a basic understanding of contract law.


    About Us

    CO-OP Financial Services is the technology engine that provides access and convenience for credit unions. With over 35 years of credit union service, CO-OP connects credit union members to their accounts through Debit, Credit, ATM, Shared Branching, Member Interaction Services, Mobile, Virtual, and Bill Pay services. CO-OP serves a total of 3,500 member credit unions, 50 million cardholders, 30,000 surcharge-free ATMs, and more than 5,500 shared branches. Handling three billion-plus annual transactions, CO-OP is the nation’s largest credit union service organization—offering resources that enable deeper member engagement to help credit unions prosper.


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