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Valley Bank · 3 months ago

Legal Operations Specialist

Morristown, NJ, 07960, United States

Full-time

Onsite

Mid Level

Valley Bank is seeking a Legal Operations Specialist to manage relationships with law firms and oversee the e-billing system. The role involves monitoring budgets, developing processes, and acting as a liaison between internal stakeholders and external vendors.

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

LegalTrackerEDRMBudget managementProcess developmentNotary servicesStakeholder management

Required

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

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