Paralegal 2-Consumer Lending/ Trust & Estates

Charlotte, North Carolina, United States


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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Utilize strong knowledge of the law, legal processes, and management skills to assist attorneys in one or more of the following substantive legal areas: regulatory, contracts, intellectual property, litigation, governance, lending transactions, real estate, mergers and acquisitions, securities, trusts, bankruptcy, insurance, tax, and labor/employment. Responsible for large volume of varying or moderate to complex matters with minimal supervision and has an established expertise in one or more specific skill sets or specialized legal practice areas.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Resolve complex to highly-complex issues, transactions, or projects where significant professional expertise is required to apply law, regulation, policies, and guidelines.
2. Investigate facts of a large volume of varying or complex to highly-complex matters, cases, or transactions, including by interviews with clients or witnesses. Organize, review, and analyze large volumes of detailed information.
3. Perform moderately complex legal research, apply results to facts, and develop and communicate legal conclusions.
4. Draft and review moderately complex legal and business documents including correspondence, agreements, contracts, pleadings, and other legal documents.
5. Summarize matters, including events, facts, depositions, testimony, and interrogatories.
6. Design, maintain, and/or manage one or more Legal Department workflow processes, reports, tools, and databases.
7. Maintain and update files, forms, databases, and records.
8. Interact on a professional level with other departments, internal and external clients, outside counsel, vendors, and others, including managers.
9. Provide guidance and training to less experienced paralegals or other support staff, as applicable.


Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in an American Bar Association approved curriculum or equivalent education; or paralegal training program; or paralegal certification; or prior experience
2. Five or more years of related legal or financial experience
3. Strong understanding of legal concepts, terminology, principles, and procedures
4. Strong analytical thinking skills with the ability to identify and define issues, establish facts, analyze complex information, and develop substantiated conclusions with minimal supervision
5. Strong communication skills with the ability to express complex facts and legal principles clearly and concisely, both verbally and in writing
6. Strong knowledge of the principles, methods, and practices of legal research and writing with demonstrated proficiency in online legal research
7. Creative problem-solving skills with ability to identify and resolve complex problems in a timely manner seeking input of others as needed
8. Strong leadership and relationship management skills with the ability to positively influence others and achieve desired results
9. Ability to work effectively under pressure and meet multiple deadlines
10. Ability to manage numerous projects that require interaction with multiple attorneys, departments, and internal and external clients, including managers
11. Strong organizational and project management skills; attention to detail and accuracy
12. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:
1. Certified Legal Assistant designation or have passed the Paralegal Advanced Competency Examination


Constantly (More than 50% of the time)
Occasionally (Less than 25% of the time)
Occasionally (Less than 25% of the time)
Occasionally (Less than 25% of the time)
Up to 25 lbs.
Visual / Audio / Speaking
Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.
Manual Dexterity / Keyboarding
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.
Minimal and up to 10%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

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