Legal Services AVP

Job Locations US-AZ-Mesa | US-TX-Allen
Req No.
Risk Management
Regular Full-Time


UNIFY Financial Credit Union is looking for a Legal Services AVP who is responsible for acting as an agent for the Credit Union with regards to all legal matters, liabilities and rights.

This position is based in Mesa, AZ Operations Center.

UNIFY Financial (formerly Western Federal Credit Union - same company and member-owned structure; however, our new name and brand better reflects our nationwide presence and communicates our value proposition), is a respected organization that is among the nation’s LARGEST 100 credit unions. We have a reputation for being financially sound and growth-oriented, while being reassured our growth is strategically planned and executed.


At UNIFY, we're proud of the fact that we were able to maintain our staffing levels during and after the Great Recession.  And, we're continuing to GROW throughout the country by expanding opportunities for those looking to work for the "Big Bank" alternative known for providing superior member service!


When you work at UNIFY, you partner and collaborate with like-minded contributors who have made it their mission to embrace the opportunity to take charge of their careers and provide exceptional service to our members (we call them "members" because they are the only "owners" in our financial cooperative ... our Credit Union does not report to shareholders on Wall Street like most of the Big Banks).


Consider advancing your career at UNIFY today and become a UNIFYer!!


Specific Duties & Responsibilities


Maintains, administers, and monitors policies and procedures that ensure compliance with laws, regulations, and rules that govern the Credit Union’s legal and vendor management processes.


Provides review and legal advice to branch, operational, compliance and contact center teams, including suits pertaining to the operations of the Credit Union or actions taken by its employees. This includes regular reviews of Powers of Attorney, Trusts, Garnishments, Levies, Conservatorships, Guardianships, Representative Payees, Letters of Administration, Letters of Testamentary and subpoenas.


Maintains overall oversight and direction of the Vendor Management program, including contract review, vendor management system, vetting and risk classification of vendors, annual certifications, and tracking. Manages team members responsible or vendor management system.


Consults with UNIFY management on any new laws, regulations or statutes, whether state or federal, that would introduce additional risks to the Credit Union. Maintains knowledge of current financial institution laws and regulatory requirements.


Reviews, and may draft, contracts, leases, and agreements as necessary prior to entering into by or with UNIFY, or on behalf of UNIFY by any employee or third party. Where necessary, may be requested to interpret the circumstances in which contracts were made, and to clearly communicate the terms and conditions of contracts that are drafted. May partner with CU management to initiate or terminate vendor contracts.


Develops oversight, visibility and coordination of UNIFY general counsel responsibilities by coordinating, tracking and utilizing outside firms across the organization.


For direct reports, ensures that UNIFY procedures are followed with respect to time sheets, interviewing, staff meetings, coverage, counseling, performance evaluation, training, motivation and discipline of assigned employees.


Ensures full compliance with UNIFY Financial Federal Credit Union Service Standards and the Bank Secrecy Act.


Performs other duties as assigned.



Qualifications, Experience and Education


Requires a Juris Doctoral Degree from an ABA accredited institution and a minimum of three years’ experience with responsibilities comparable to the position, and with a strong preference for experience with a financial institution.


Experience in contract review and vendor management is strongly preferred.


Requires the highest level of communication effectiveness and being able to articulate legal complexities to level appropriate audience.


Requires proficiency in standard Microsoft Office suite and Outlook.



See the UNIFY Difference!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. We work together for a common goal, "to provide superior service to our members."

Competitive Compensation and Excellent Benefits Package* Includes:


  • Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
  • Dependent and Medical Care - Flexible Spending Accounts
  • Generous Vacation, Sick, Personal and Holiday Pay
  • 401(K) Plan with employer match
  • Education reimbursement on approved programs
  • UNIFY banking privileges for you and your family

*All programs subject to review and change

UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at


Unsolicited agency or third-party recruiting firm fees will not be honored unless recruiting activity has been coordinated prior with the UNIFY VP, Human Resources as evidenced by written confirmation and a contract agreement.



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