Corporate Counsel

PRIMARY OBJECTIVE OF POSITION

The Corporate Counsel serves as a strategic legal partner to the credit union providing expert guidance on legal matters that impact the credit union’s operations.  This role supports the Chief Risk Officer (CRO) in effectively managing legal and regulatory risks from a collaborative leadership style that encourages proactive, business-minded legal guidance – balancing precision with operational efficiency.   A key focus of this role is driving effective legal work management. 

Rally Credit Union fosters a culture of integrity, collaboration, and innovation, with a strong commitment to employee growth and internal advancement.  Employees are empowered to contribute meaningfully to the organization’s mission of improving lives and driving possibilities.

ESSENTIAL JOB FUNCTIONS

• Assess each legal request to determine whether it should be managed internally or outsourced, considering its complexity, required expertise, and whether it can be grouped with related matters or broken into smaller, manageable components.
• Select the most appropriate service provider for outsourced requests by matching the work’s attributes with provider capabilities to ensure optimal results.
• Conduct internal preparation before engaging external providers, ensuring that all relevant information, documentation and initial analysis are complete to streamline execution and reduce costs.
• Continuously improve provider mix and match quality by systematically collecting data on legal requests and analyzing current and future work requirements to enhance efficiency and cost effectiveness.
• Provide oversight of legal processes related to levies, subpoenas, garnishments, and bankruptcies ensuring timely response, accurate documentation and compliance with applicable laws and internal procedures.
• Review and approve powers of attorney, guardianship documents, and other member-submitted legal instruments to ensure compliance with applicable laws and internal policies.
• Review and evaluate internal policies and procedures from a legal perspective to ensure alignment with applicable laws, regulatory requirements, and best practices.  Provide recommendations for revisions or enhancements to mitigate legal risk and support operational integrity.    
• Review credit union documents and other correspondence to ensure legally sound and to identify and mitigate potential exposures.
• Monitor changes in laws and regulations affecting credit union operations and advise on needed policy or procedural changes.
• Develop internal resources to promote legal awareness and risk-informed decision making.

RELATIONSHIPS AND CONTACTS

Supervise Approximately: None

Reports To: Chief Risk Officer

Contacts: Senior management and outside counsel

EDUCATION

• Juris Doctorate (JD) from an accredited law school
• Licensed to practice law in Texas

EXPERIENCE

• 5+ years of legal experience, preferably in financial services, banking or credit unions

PHYSICAL REQUIREMENTS

• Physical requirements are minimal; however, position involves wrist/hand/finger's manipulation; frequent viewing of computer/PC monitor; abilities to bend, stoop and reach overhead.

• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
• Must be able to work extended hours on occasion when requested by management.
• Must be capable of regular, reliable and timely attendance.

MENTAL REQUIREMENTS

• Excellent communication, negotiation, and analytical skills
• Strong ability to exercise sound judgment when analyzing situations and resolving issues
• Ability to establish and maintain harmonious working relationships with others and work effectively in a professional team environment
• Ability to manage multiple priorities in a fast-paced environment with discretion and professionalism

EQUIPMENT REQUIREMENTS

• Personal computer with windows environment.
• Office equipment such as typewriter, calculator, and copy machine.

I acknowledge that I have received, read, and understand this Job Description.  I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation.  I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status.  I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.