At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
Ensure vendor contracts are complete, properly documented, and prepared for efficient legal review and approval while supporting the Bank's Third-Party Risk Management program and maintaining compliance with established policies and procedures.
Duties and Responsibilities:
- Review incoming vendor contracts for completeness, accuracy, and required supporting documentation before submission to Legal.
- Perform preliminary reviews of contracts to identify key provisions, including contract terms, renewal dates, termination clauses, service-level agreements, confidentiality requirements, data protection provisions, and indemnification.
- Identify missing information, potential contractual concerns, and deviations from established Bank contracting standards for escalation to Legal.
- Coordinate with contract owners and vendors to obtain missing documentation or clarification of contractual terms.
- Prepare and organize contract packages for review and approval by the Legal Department.
- Assist Legal with tracking contract revisions, requested modifications, and outstanding contractual issues.
- Coordinate the contract approval and signature process, ensuring appropriate authorization is obtained before execution.
- Assist Vendor Management with the onboarding of new vendors and completion of required third-party risk assessments.
- Verify that contracts have been submitted through the Bank's established Third-Party Risk Management process.
- Ensure required contract approval forms, risk assessments, and supporting documentation are completed before contracts are submitted for legal review.
- Coordinate with contract owners to obtain required vendor due diligence documentation, including SOC reports, financial statements, information security documentation, business continuity plans, and certificates of insurance.
- Assist in identifying contractual provisions that may require additional review by Information Security, Compliance, Risk Management, or other departments.
- Support compliance with the Bank's Third-Party Risk Management Policy and applicable regulatory expectations.
- Track outstanding contract approvals, vendor documentation, and required follow-up actions.
- Serve as a liaison between Vendor Management, Legal, contract owners, and other internal departments throughout the contract review process.
- Monitor and communicate the status of contracts awaiting review, approval, or signature.
- Assist in standardizing contract submission and approval procedures to improve efficiency and reduce processing delays.
- Support the development and maintenance of contract review checklists, procedures, and documentation standards.
- Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.
- Perform other duties as needed or requested.
- Participate in the bank’s High-Performance Rewards program.
- Make referrals to the Mortgage Center and Wealth Management.
Position Requirements:
- Bachelor’s Degree preferred
- Two (2) to five (5) years legal assistant experience
- General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
- Excellent verbal and written communication skills
- Work outside of regular business hours, as deemed necessary.
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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