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Truist Legal Technology Specialist in Charlotte, North Carolina

Req ID: R0049946

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Utilize knowledge of information technology, legal processes, and project management to perform analytical work, implement solutions, and conduct training in support of the Truist Legal Department. Serve as point of contact between legal and IT and/or external vendors to coordinate the identification, ongoing development, implementation, maintenance, and support of technologies used or to be developed for use by the Legal Department. Develop reports, dashboards, and scorecards that provide insights into Legal operations and performance for multiple stakeholders, including various lines of business.


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

  1. Support Legal Department in improving processes, knowledge management, information governance, records management, vendor management, and use of technology.

  2. Develop and implement service delivery models, communications, and training.

  3. Participate in Legal Department projects, strategic planning, and strategic initiatives.

  4. Develop and analyze reports and dashboards periodically or as requested to support operations and strategic objectives.

  5. Build relationships with project stakeholders, including other Legal Department Teammates, IT, other stakeholders such as various Truist lines of business, and vendors.

  6. Partner with and provide support to internal legal teammates to ensure the legal technologies meet their needs and appropriate workflows are in place.

  7. Partner with IT to meet the infrastructure and software development requirements of the Legal Department.

  8. Act as administrator of legal systems, working with IT, vendors, and Legal teammates to develop and enhance workflows, data extracts, and information analysis.


Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Bachelor’s Degree or Paralegal Certificate.

  2. Three or more years of relevant experience in a corporate setting, law firm, or government agency.

  3. Strong interpersonal and inter-team communication skills.

  4. Advanced technological skills and knowledge.

  5. Excellent research and writing skills.

  6. Strong organizational skills while being able to prioritize workload to meet critical timelines.

  7. Superior organizational skills while being able to prioritize workload to meet critical timelines.

  8. Ability to communicate effectively with all levels of employees.

9 Creative problem-solving and analytical skills with ability to identify and resolve problems in a timely manner seeking input of others as needed.

Preferred Qualifications:

  1. An educational focus on technology, business, or finance, and experience in the financial services industry.

  2. Advanced expertise in Microsoft Excel, SQL, Tableau, IntApp, enterprise legal management software, SharePoint, document management software.



Constantly (More than 50% of the time)


Occasionally (Less than 25% of the time)


Occasionally (Less than 25% of the time)


Occasionally (Less than 25% of the time)


Up to 25 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.


Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.


Mnimal and up to 10%

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

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