Paralegal – Commercial

Bank of the West
September 23, 2022
San Ramon, CA
Job Type


Paralegal - Commercial


At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve peoples lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, were a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

The Legal Department is currently seeking a qualified, motivated paralegal to assist the Banks in-house attorneys who support the Commercial Lending area and the Managed Assets Group (MAG). This paralegal will assist primarily with ongoing issues in connection with commercial lending and managed assets, but may also provide assistance with other areas, including claims and litigation, working closely with the Banks in-house attorneys and with outside counsel in some instances.

Position Accountabilities

Working under the supervision of the Banks in-house attorneys:

  • Draft initial versions of simple extensions, modifications, subordinations, estoppels, escrow letters, etc.;

  • Review and comment on confidentiality agreements and trust agreement/certifications;

  • Respond to questions from the office providing the Commercial Lending area with loan documentation and other support services (Loan Middle Office);

  • Maintain electronic files in a current and well-organized manner and maintain electronic inventory of forms and current standard document provisions;

  • Request any necessary approvals to engage firms not on the Banks approved counsel lists and assists with requests for conflict waivers from outside counsel;

  • Work with outside counsel and billing analyst on timekeeper information such as new bios, proposed rates, discounts, etc.;

  • Manage smaller MAG defense mattes, interacts directly with outside counsel on such matters, assists in resolving such matters, and reports updates to in-house attorneys;

  • Assist in assembling and turning over documents and other information requested by outside counsel;

  • Collect fee recovery information from MAG officers, transfers such information into the Legal Departments systems, and reports monthly on total recoveries;

  • Reviews and approves invoices below a certain threshold amount;

  • Identifies, gathers and preserves information relevant to claims, including drafting and issuing legal hold notices, and communicating with Bank personnel and, in some cases, outside counsel;

  • Composes emails, letters and memoranda to outside counsel, internal clients and opposing counsel;

  • Keeps informed of and provides relevant input on Bank policies, organization structure, and record-keeping practices;

  • Keeps informed of commercial lending and managed assets practices;

  • Keeps informed of and meets Bank compliance policy and training requirements.

  • May assist with internal Legal Department testing and controls monitoring;

  • Performs other duties and supports special projects as assigned.




Required Experience

  • Requires less than 2 years general knowledge and experience relating to commercial lending, managed assets, document preservation, collection and production, legal hold notices, and responding to discovery; and

  • Paralegal experience with law firm and/or financial institution legal department strongly preferred


  • High School Diploma or GED Required

  • Associate's degree (or equivalent) preferred

  • Paralegal certification preferred

Required Administrative/Technical Skills

  • Excellent analytical and research skills

  • Understanding of legal principles and terminology

  • Thorough knowledge of legal research techniques, including online research

  • Effective use of Internet in locating regulations, statutes and case law, and model policies

  • Strong oral and written communication skills

  • Excellent planning and organizational skills

  • Team player and self-starter

  • High level of professionalism

  • Attention to detail and accuracy

  • Ability to work well with personnel at all levels of the organization

  • Adaptable and flexible work-style with a proven ability to handle competing demands and priorities

  • Able to successfully navigate changing environments and perform in a fast-paced setting

  • Work history indicates a demonstrated track record of performance

  • Good computer skills; conversant with Outlook, Word, Excel and PowerPoint

  • Able to learn new software systems for research and record-keeping

To protect the health and safety of our employees and customers, Bank of the West requires all U.S. employees to provide proof of their vaccination status. Employees who are not fully vaccinated must undergo regular testing beginning May, 2022.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Legal

Location: United States-Nebraska-Omaha

Other Locations: United States-California-San Ramon, United States-California-General CA, United States-California-City of Industry, United States-California-San Francisco

Requisition ID: 062238

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