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Valley Bank · 1 day ago

Legal Operations Specialist

Morristown, NJ

Full-time

Onsite

Senior Level

5+ years exp

Valley Bank is a leading relationship bank focused on growth and client trust. They are seeking a Legal Operations Specialist to oversee legal department processes, policies, and technology while acting as a liaison between law firms and internal partners.

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

Legal operations experienceE-Discovery platformsLegal technology systemsCorporate governance knowledgeMicrosoft Office SuiteLegal research platformsContract management toolsLegal spend analytics

Required

Experience in paralegal and/or legal operations roles, preferably in the banking, wealth management, or finance sectors

Experience in e-Discovery platforms

Proven ability to design and implement legal department processes and legal technology systems

Experience in managing and coordinating law firm relationships

Strong knowledge of corporate governance, contracts, and legal processes

Skilled in Microsoft Office Suite, legal research platforms (e.g., Westlaw, LexisNexis), and contract management tools

Familiarity with legal spend analytics and financial reporting tools

High School diploma

Minimum of 5 years experience working in public company reporting environment, legal compliance, and cross-functional legal support in an in-house legal department at a bank. Will consider experience with banking matters at a medium to large law firm with banking clients and/or in-house legal department in other industries