Insight Global · 19 hours ago
Contract Specialist
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Responsibilities
Supports all sales forces in the opening, maintenance and closing of accounts and services.
Directly impacts the bank’s ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation.
Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses.
Negotiates agreements with internal and external counsel.
Negotiates directly with clients to make both standard and non-standard modifications to agreement terms.
Escalates requests when client modifications expose the bank to non-standard/unusual risk.
Builds effective relationships with internal/external stakeholders.
Resolves questions and issues with sales agreements and account documentations.
Coordinates the management of documents’ database; ensures alignment and integration of documents in adherence with standards.
Analyzes information and provide insights and recommendations.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Participates in internal and external audits.
Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
Reviews higher-risk client requests and confirm that proper authorizations have been received.
Assists with the development, review and implementation of legal documents.
Provides input into the planning and implementation of document management programs.
Determines type of documents and appropriate actions as per request and establish procedures and processes.
Reviews documents to verify that forms are correctly completed and required formats are used.
Executes data entry/processing/tracking to support document management activities.
Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
Follows records retention guidelines and policies for type of documentation, as required.
Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
Participates in the design, development, implementation, and management of core processes.
Improves operational methods and workflows by identifying, recommending process improvement opportunities.
Supports change management work to ensure the achievement of anticipated benefits.
Focus is primarily on business/group within; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualification
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Required
3+ years of relevant experience with negotiation and legal document experience
Paralegal certificate or JD
Banking, treasury, financial institutions, credit card or loan background
PC skills (MS Word, Excel, PowerPoint)
Time management skills and ability to multi-task in a fast-paced environment
Verbal & written communication skills
Collaboration & team skills
Analytical and problem-solving skills
Data driven decision making
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.