Legal Project Manager – Trust Legal Support
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Job Description
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
U.S. Bank is seeking an experienced candidate for a Legal Project Manager – Trust Legal Support role to join the Law Division’s Wealth Management and Investment Services Legal team. The position will work collaboratively within a small team responsible for managing various ongoing legal support tasks and projects related to the Wealth Management and Investment Services businesses, including analyzing and responding to subpoenas and legal process directed to the U.S. Bancorp trust entities; researching applicable law, legal pleadings, and underlying account details tied to ongoing matters; and providing entity governance support. The successful candidate will have significant knowledge of the legal process function and an understanding of trust structures and activities within Corporate Trust, Institutional Trust, and Personal Trust and Fiduciary Investment businesses.
We are looking for an individual who can work independently but collaboratively in a fast-paced and collegial team environment, and demonstrate exceptional decision-making, judgment, and discretion, as matters often involve sensitive customer records and confidential investigations.
Primary Responsibilities
- Respond to complex subpoenas on behalf of the trust entities, including negotiating with attorneys and law enforcement agents concerning the timing and scope of the response
- Conduct legal and account research and analyze individual and aggregate customer account information including with respect to securitized residential mortgages and foreclosures
- Assess compliance with laws, regulations, and policies concerning release of confidential customer information including for fiduciary accounts
- Provide daily monitoring of and conduct research related to relevant legal filings
- Provide governance support for various subsidiaries including preparing documents for execution via Docusign, scheduling and facilitating board meetings, and preparing minutes, resolutions and filings as needed
- Provide historical research for business activities and accounts and regularly serve in an advisory capacity to business line representatives and outside counsel
Additional Responsibilities
- Address annual Maritime reporting
- Assist with default account monitoring
- Provide research for Tax Lien/Land Trust issues
- Assist with special projects on an as needed basis
Basic Qualifications- Bachelor's degree, or equivalent work experience- Five to eight years of experience in project management activitiesPreferred Skills/Experience
- Paralegal certificate
- Five or more years of relevant paralegal or project management experience, preferably in the financial services industry, at a public company, or large law firm
- Prior experience working with and responding to compulsory legal process
- Demonstrated ability to successfully navigate and understand relationships across varied account databases, customer accounts, and complex financial transactions
- Supervisory skills desired
- Familiarity with online court docketing systems, PACER and Westlaw a plus
- Ability to work independently and manage a large volume of detailed tasks
- Excellent organizational skills and attention to detail
- Strong communication skills and commitment to client service
- Ability to prioritize effectively and meet deadlines, including excellent follow-through with minimal supervision and where inputs from multiple parties must be obtained
- Excellent analytical, project management, and document management skills
- Ability to work efficiently and effectively with others in a very fast-paced environment and take on responsibility for new areas as situations arise
Location expectationsThis role requires working from a U.S. Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $92,820.00 - $109,200.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Automate your job search with Sonara.
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