Legal Secretary II

Description:

Position: Legal Secretary II

Department: Legal

Reports To: Sr. Assistant General Counsel

Location: 7450 Campus Drive, Suite 200, Colorado Springs, CO 80920

Remote:NO

Non-Exempt: YES

Compensation & Benefits: $29.18 to $32.93 per hour, depending on experience

Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Life and AD&D coverage, voluntary Supplemental Life, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.

About MSF

MSF is a national mortgage lender based in Colorado Springs. MSF strongly believes every client should be served with integrity, dignity, and respect. Without compromise, MSF is committed to providing loans that are in the best interest of our clients, not our bottom line. We will continue to educate the community by empowering our clients to make responsible and informed fiscal decisions that result in greater financial peace of mind.

Role Overview

The Legal Secretary II performs secretarial and administrative functions for in-house counsel, paralegals, and legal leadership. Operating under general supervision, this role handles moderately complex administrative tasks, oversees file management systems, coordinates vendor invoices, and maintains strict confidentiality of sensitive legal records. The position may provide coaching or leadership to entry-level administrative staff while utilizing a working knowledge of mortgage operations to support the department.

Essential Functions

• Perform advanced secretarial duties under general supervision to support in-house counsel and legal operations.
• Maintain legal databases, centralized file systems, minute book records, and company policy documents.
• Prepare legal documents, briefs, escalated borrower correspondence, and company management resolutions using established templates.
• Schedule complex meetings, manage attorney calendars, coordinate travel, and handle project scheduling.
• Oversee office supply inventory, track expenses, prepare vendor invoices, and manage payment processing.
• Maintain confidentiality of proprietary client, loan, legal, and corporate information.
• Handle moderately complex problems independently, escalating high-risk matters to paralegals or attorneys. Provide leadership, coaching, and peer mentoring to subordinate administrative staff.
• Support cross-functional initiatives involving General Counsel, Licensing, Contracts, and Facilities.
• Provide coverage and back-up support for our front lobby operations by greeting guests, issuing visitor badges, escorting visitors, inventory, supply ordering, breakroom cleaning and handling incoming phone inquiries.

Qualifications:

Knowledge Skills and Abilities

• Solid working knowledge of legal secretarial duties, clerical procedures, and project scheduling.
• Proficiency with Microsoft Office, file management software, and document tracking tools.
• Practical understanding of mortgage lending, loan processing, banking, or real estate operations.
• Strong organizational, problem-solving, and verbal and written communication skills.
• Ability to work independently, exercise sound judgment, and maintain strict confidentiality.
• Continuous demonstration of MSF’s core values: Connection, Respect, Agile, Revolutionary, Communication, and Resilient.

Experience & Education

• High school diploma or equivalent required; Associate degree or legal administrative training preferred.
• 2-4 years of experience in a legal assistant, legal clerk, secretarial, or administrative support role required.
• Prior experience in a mortgage, banking, real estate, or corporate legal environment strongly preferred.

Physical Requirements

• Prolonged periods sitting or standing at a desk and working on a computer.
• Occasional movement inside the office to access office machinery or filing cabinets.
• Ability to lift up to 10 pounds occasionally.

MSF is an equal opportunity employer. All candidates for employment are considered equally and no distinction is made on the basis of race, color, national origin, age, religion, disability, sex, sexual orientation, gender identity, gender expression, marital status, genetic information, or veteran status. MSF is also committed to providing qualified applicants and employees reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or employee requiring reasonable accommodation to perform any essential job function should contact Human Resources.