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  • Carlsbad, CA

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Legal Process Specialist (Commerical Banking) PWB (Carlsbad, CA)

Pacific Western Bank • Carlsbad, CA

Posted 9 months ago

Job Snapshot

Experience - 2 to 3 years
Banking - Financial Services, Retail, Accounting - Finance
Legal, Banking

Job Competition



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Job Description

The Legal Process Specialist will perform a variety of tasks to support the Operations Services Department.


  • Account reconciliation
  • Iron Mountain recordkeeping
  • Processing of all legal processes (i.e. levies, subpoenas, summons, search warrants)
  • Processing of Bankruptcy, Litigation and Notice of Trustee Sale notifications
  • Research using a variety of archive systems
  • Perform other duties as assigned


  • 2-3 years banking experience (Legal Processes or equivalent experience a plus)
  • Critical thinking skills
  • Excellent customer service and written/verbal communication skills
  • IBS Insight knowledge preferred
  • Intermediate PC skills including Word, Excel and Outlook
  • Strong organizational skills and the ability to manage multiple tasks
  • The ability to handle a high volume of work timely and accurately
  • The ability to meet deadlines
  • The ability to work in a team environment




Job ID: LEGAL02219
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