Valley Bank · 3 months ago
Legal Operations Specialist
Morristown, NJ, 07960, United States
Full-time
Onsite
Mid LevelValley Bank is seeking a Legal Operations Specialist to manage relationships with law firms and oversee the e-billing system. The role involves monitoring budgets, developing processes, and acting as a liaison between internal stakeholders and external vendors.
Banking
Responsibilities
Manage list of Panel and approved law firm relationships with Valley. Serve as a key liaison between law firms, internal stakeholders, and third-party vendors
Act as subject matter expert for Valley's current e-billing system (LegalTracker). Updating information in our matter management system (Legal Tracker) and various excel spreadsheets to reflect the status of each case and project
Oversee all phases of the EDRM (Electronic Discovery Reference Model), including identification, preservation, collection, processing, review, and production of electronically stored information (ESI)
Monitor the budget by creating dashboards and reports on outside counsel/third-party vendor spend; working with Finance and stakeholders to ensure accurate budget controls. Prepare status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by applicable categories
Develop and manage department processes, policies, procedures, and tools. Develop and implement best practices, workflows, and quality control protocols to ensure defensibility and efficiency
Manage and maintain sensitive documents with a high level of discretion
Act as a strategic and trusted partner in the legal team and across business functions
Provide notary services as needed
Qualification
Required
Manage list of Panel and approved law firm relationships with Valley. Serve as a key liaison between law firms, internal stakeholders, and third-party vendors
Act as subject matter expert for Valley's current e-billing system (LegalTracker). Updating information in our matter management system (Legal Tracker) and various excel spreadsheets to reflect the status of each case and project
Oversee all phases of the EDRM (Electronic Discovery Reference Model), including identification, preservation, collection, processing, review, and production of electronically stored information (ESI)
Monitor the budget by creating dashboards and reports on outside counsel/third-party vendor spend; working with Finance and stakeholders to ensure accurate budget controls
Prepare status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by applicable categories
Develop and manage department processes, policies, procedures, and tools
Develop and implement best practices, workflows, and quality control protocols to ensure defensibility and efficiency
Manage and maintain sensitive documents with a high level of discretion
Act as a strategic and trusted partner in the legal team and across business functions
Provide notary services as needed
Company
Valley Bank
Valley National Bank is a regional financial institution
Founded in 1927
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Curt Lang
Chief Banking Officer, New Jersey
Sanjay Sidhwani
Chief Data & Analytics Officer
Recent News
2025-12-02
alleywatch.com
2025-11-24
2025-11-21
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