- 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.
- 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.
- Bachelor's degree
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At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
