PWM-Legal-Dallas-Analyst

Asset & Wealth Management (AWM) / Private Bank Legal Associate/Analyst – Lending ParalegalThe 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.QualificationsStrong analytical, organizational, and project management skills, with the ability to manage multiple priorities and deadlinesExcellent written and verbal communication skills and ability to collaborate across Legal, Credit, Business, Operations, Compliance, and RiskSelf-starter with strong attention to detail and sound judgmentAdaptable and effective in a fast-paced environmentStrong drafting, document management, and organizational capabilitiesInterest in lending products, financial services, and legal frameworksInterest in leveraging technology, automation, and AI to improve legal processes and efficiencyAbility to identify workflow improvements and drive operational excellenceHigh degree of professionalism and integrityPrior paralegal, legal operations, lending, banking, or financial services experience preferred; JD not requiredResponsibilitiesDraft, review, and manage loan documents, amendments, consent letters, guaranties, collateral documents, and related lending documentationSupport transaction execution and closings, including document collection and deliverable trackingTrack legal projects, transaction pipelines, and key milestonesMaintain legal templates, playbooks, forms, and guidance materialsPartner with attorneys and business stakeholders to support lending transactions and day-to-day business activitiesAssist with legal, regulatory, and policy matters affecting Private Bank lending productsDrive document standardization, process improvement, and operational efficiency initiativesIdentify opportunities to leverage technology, automation, and AI to improve legal workflows and scalabilityCoordinate with Legal, Credit, Operations, Compliance, Risk, and Technology stakeholders on lending-related mattersSupport management reporting and strategic initiatives as neededThis 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.Posting Date: 2026-10-08