PWM-Legal-Dallas-Analyst

Overview

This role supports Asset & Wealth Management (AWM) Private Bank lending legal work across a range of financing products. Responsibilities focus on lending, document preparation and management, transaction support, and process improvement to help modernize and scale legal services.

Responsibilities

• Draft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending documentation
• Support transaction execution and closings, including document collection and deliverable tracking
• Track legal projects, transaction pipelines, and key milestones
• Maintain legal templates, playbooks, forms, and guidance materials
• Partner with attorneys and business stakeholders to support lending transactions and day-to-day business activities
• Assist with legal, regulatory, and policy matters affecting Private Bank lending products
• Drive document standardization, process improvement, and operational efficiency initiatives
• Identify opportunities to leverage technology, automation, and AI to improve legal workflows and scalability
• Coordinate with Legal, Credit, Operations, Compliance, Risk, and Technology stakeholders on lending-related matters
• Support management reporting and strategic initiatives as needed

Requirements

• Strong analytical, organizational, and project management skills, with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills and ability to collaborate across Legal, Credit, Business, Operations, Compliance, and Risk
• Self-starter with strong attention to detail and sound judgment
• Adaptable and effective in a fast-paced environment
• Strong drafting, document management, and organizational capabilities
• Interest in lending products, financial services, and legal frameworks
• Interest in leveraging technology, automation, and AI to improve legal processes and efficiency
• Ability to identify workflow improvements and drive operational excellence
• High degree of professionalism and integrity

Preferred Qualifications

• Prior paralegal, legal operations, lending, banking, or financial services experience
• JD not required

Location

Not specified in the provided description.

Compensation & Benefits

Not specified in the provided description.