PWM-Legal-Dallas-Analyst

Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending Paralegal
The AWM Private Bank Legal Associate/Analyst role offers an opportunity for motivated candidates interested in lending, finance, legal documentation, and process innovation. The position partners closely with attorneys supporting a broad range of Private Bank lending products, including securities-based lending, mortgages, unsecured lending, commercial lending, and other specialized financing transactions.
Qualifications
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
Prior paralegal, legal operations, lending, banking, or financial services experience preferred; JD not required
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
This role provides broad exposure to private bank lending products and legal matters, offering the opportunity to build expertise in lending and credit while contributing to the modernization and scalability of legal service delivery.