Horizon Bank
  • - Finance
  • Michigan City, IN, USA
  • Full Time

Prepare and provide legal opinions and advice to the General Counsel and to business units as delegated by the General Counsel in compliance with state and federal regulations, company policies, and established Standard Operating Procedures (SOPs). Participate with our Advisors to provide exceptional service and sensible advice to our customers and Advisors holding the Horizon Values to the highest esteem.

Attend various negotiating sessions, administrative hearings, arbitration and litigation hearings; collect, analyze, organize, and present legal and business information orally and in writing; research law, investigate facts, prepare documents, and communicate effectively to assist and provide a range of (1) business, real estate, lending, and litigation legal support and administration and (2) governmental and support and administration to the General Counsel, outside counsel, and other professionals and paraprofessionals inside and outside the company as delegated by the General Counsel.
Represent the Bank to both internal and external customers in a courteous, professional manner in face-to-face, written, and telephone communications. Accountable for adherence to all regulatory and compliance standards. Actively protect confidentiality of company, advisor, customer, and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through active involvement in local organizations and events.

• Perform legal and factual research and conduct in-depth analysis
• Conduct records research; Cross-check and validate information; Prepare written reports
• Review and monitor new and updated laws and regulations. Identify relevant judicial decisions, statutes, legal articles, codes, and other pertinent material
• Collect, analyze, organize, and present legal and business information orally and in writing
• Prepare, review, and edit legal forms and documents including contracts, corporate records, agreements, deeds, applications, briefs, pleadings, and legal memoranda
• Formulate, review, and edit correspondence for communications with internal and external persons
• Assist with litigation preparation. Locate and communicate with witnesses
• Organize, manage, and track matter/case files and maintain legal resources.
• Maintain calendars and ensure deadlines are met
• Create departmental reports such as outside legal fee spend and legal metrics
• Perform clerical duties such as scheduling appointments, providing information, composing and keyboarding routine communications, and reading and responding to mail
• Report suspicious transactions or unusual occurrences to supervisor
• Conduct and document periodic risk reviews and run reports as needed
• Perform all work in compliance with established regulations, policies, Standard Operating Procedures (SOPs), and instructions
• Maintain customer confidence and protect bank operations by keeping information private and confidential
• Participate in ongoing skill, compliance, risk management, and security training as required for the position and apply knowledge in daily tasks
• Other duties as assigned.

• Bachelor's degree from a paralegal program or equivalent education and experience; preferably with corporate, real estate, or banking background.
• NALA certified or able to obtain certification.
• Thorough knowledge of legal principles and practices and experience monitoring the legal environment.
• Command of computer and paper legal research techniques.
• Proficient in legal terminology.
• Expertise in legal communication principles and practices.
• Relevant computer knowledge and experience with word processing, spreadsheet, and pdf programs.
• Exceptional organization, time management and follow-up skills. Including multitasking, productivity, and a sense of urgency while under stress and maintaining excellent product quality.
• Excellent interpersonal skills and ability to communicate effectively with internal partners and external resources. Adaptable, flexible, and receptive to change.
• Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
• Exhibit a high level of customer service orientation. Must be trustworthy, conscientious, courteous, of stable temperament, self-motivated, highly organized and be accountable for personal conduct, actions, and decisions.
• High performance team building and strong team player; Teamwork and the ability to enhance team members' performance.
• Critical thinking, problem analysis, and problem resolution at both the strategic and functional levels.
• Planning and organizing in an entrepreneurial and transformative manner with focus on completion and resolution.

• Analytical Thinking • Results Driven
• Big Picture Thinking • Risk Assessment
• Decision Making & Judgment

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA)
Physical Demand: Percentage of Time:
• Communicate with customers, advisors, managers, and the general public regarding legal matters. Able to exchange accurate information with others through written and verbal methods.
• Capable of interpreting reports, legal documents, forms, signatures and other written material. Able to verify identity of customers, vendors and service providers. Able to observe actions of others to ensure safety and security of the facility.
• Able to grasp, move and sort forms and papers. 90-100%
• Constantly operate a computer and other office machinery such as calculator, copy machine, fax machine, scanner, printer and telephone 90-100%
• Commonly remain stationary at a desk for long periods of time 75-100%
• Regularly move about the office to access file cabinets, storage drawers and various office equipment
• Able to work more than 8 hours a day and more than 40 hours a week, including nights and weekends <25%
• Occasionally position self to reach heights between floor and 6' <25%
• Occasionally lift and carry over 50 pounds for up to 50 feet <10%
• Travel to Horizon locations or other places where work is to be performed; minimal overnight travel <10%

This Job Description reflects management's assignment of duties and responsibilities
and is subject to change at any time.


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Horizon Bank
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