Legal Operations Specialist - Morristown, NJ

Valley National Bank
United States, New Jersey, Morristown
Jan 20, 2026
Responsibilities include but are not limited to: * Manage list of Panel and approved law firm relationships with Valley. Serve as a key liaison between law firms, internal stakeholders, and third-party vendors. * Act as subject matter expert for Valley's current e-billing system (LegalTracker). Updating information in our matter management system (Legal Tracker) and various excel spreadsheets to reflect the status of each case and project. * Oversee all phases of the EDRM (Electronic Discovery Reference Model), including identification, preservation, collection, processing, review, and production of electronically stored information (ESI). * Monitor the budget by creating dashboards and reports on outside counsel/third-party vendor spend; working with Finance and stakeholders to ensure accurate budget controls. Prepare status reports monthly or as needed, pertaining to outside counsel/vendor expenses; analyze actual and projected costs vs. budgeted amounts, including breakdown of costs by applicable categories. * Develop and manage department processes, policies, procedures, and tools. Develop and implement best practices, workflows, and quality control protocols to ensure defensibility and efficiency. * Manage and maintain sensitive documents with a high level of discretion. * Act as a strategic and trusted partner in the legal team and across business functions. * Provide notary services as needed.