Paralegal

Overview

This role provides legal support and administrative assistance to attorneys, clients, and other legal professionals. Responsibilities include clerical and administrative tasks requiring extensive knowledge of the mortgage industry, legal terminology, procedures, and documentation.

The position supports review and application of regulatory and legislative requirements affecting residential mortgage lenders. Guidance to senior leadership includes how these requirements apply to the business model and potential business implications. All duties must be performed in accordance with company policies and procedures and applicable U.S. state and federal laws and regulations where the organization operates.

Responsibilities

• Assist corporate counsel with drafting, reviewing, revising, and researching legal and regulatory documents, including mortgage lending laws and related compliance requirements.
• Review, prepare, and administer marketing agreements, office space agreements, vendor agreements, and other business contracts; provide guidance to business partners, coordinate internal approval processes, and finalize agreements for execution.
• Ensure marketing agreements, RESPA partnerships, disclosures, loan documents, and related business arrangements comply with applicable federal, state, investor, and agency laws, regulations, policies, and company standards.
• Assist with development, maintenance, and updates to compliance-related policies, procedures, training materials, and internal websites to reflect current regulatory, legislative, and business requirements.
• Coordinate third-party valuation and service reviews in partnership with business stakeholders to align services with marketing objectives while adhering to company policies and regulatory requirements.
• Manage marketing partner onboarding activities, deliver training on compliance and invoice review processes, and serve as a primary liaison throughout the agreement lifecycle, including renewals, amendments, and terminations.
• Review monthly documentation submissions and uploads to verify compliance with policy, procedural, and regulatory requirements.
• Compile, prepare, review, and submit documentation related to RESPA partnerships and regulatory filings with agencies, investors, warehouse providers, and other external stakeholders, including FNMA, FHLMC, HUD, VA, and GNMA.
• Compile, analyze, and report on partnership and compliance data; support audits, monitoring activities, and ongoing assessments to ensure continued compliance with applicable laws and regulations.
• Research, analyze, and assess proposed regulatory, legislative, and industry developments; provide guidance to management regarding potential impacts, risks, opportunities, and required business actions.
• Monitor industry publications, regulatory guidance, and market developments to identify emerging compliance risks, regulatory changes, and business implications.
• Perform additional regulatory, compliance, and legal support duties and special projects as assigned by senior management.
• Perform other duties and projects as assigned.

Requirements

• Bachelor’s Degree preferred; minimum of five (5) years’ experience in legal and/or compliance in the mortgage industry.
• Experience formulating policy and developing and implementing new strategies and procedures.
• Ability to analyze and interpret agreements/contracts.
• Professional written, verbal, and interpersonal skills.
• Solid understanding of the risk elements associated with the origination of residential mortgage loans.
• Proficiency with Microsoft Office applications: Word, Excel, PowerPoint, Outlook, and Teams.
• Ability to interpret data and apply basic to intermediate math skills.
• Exceptional verbal, written, and interpersonal communication skills.
• Solid problem-solving skills with a practical, solution-focused approach.

Compensation & Benefits

• Base pay range: $34.62/hr to $47.60/hr.
• Base pay will depend on job-related knowledge/skills, qualifications, experience, and market location.

Location

Headquarters in Southern California and offices nationwide.