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REL Document and Research Liason I

Merrifield, VA
Contract

Job Description

Job#: 3011185

Job Description:

Role: Document and Research Liaison

Apex Systems has an opening available for a Document and Research Liasion supporting the Real Estate Lending team with one of our financial clients out of Northern Virginia. The Document and Research Liasion will serve as principal representative to research, document and support legal cases that impact the business unit. This individual will oversee security/legal responses involving complex cases and escalated situations to ensure effective and optimum resolution. If you are interested in learning more, please send your resume to Anna Susie at [email protected]


Duration: 6+ month contract with the potential to extend/convert full-time

Location: Hybrid 3 days a week in Vienna, VA


Responsibilities:

  • Serve as primary liaison to the Office of General Counsel for legal matters involving consumer lending issues
  • Investigate and respond to CFPB and BBB complaints
  • Research and analyze claims/related actions; resolve issues
  • Identify and address compliance issues; update guidelines and procedures to minimize risk
  • Research potential legal issues using existing system of record
  • Request information and documentation from other business units to clarify details or resolve cases within mandated time and regulations
  • Summarize depositions and other related legal proceedings; conduct investigations and statistical/documentary research
  • Prepare written legal summaries, analyses and legal documents
  • Serve as contact point for escalated legal situations
  • Inform attorneys of applicable and specific legal matters and the impact on the organization
  • Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
  • Prepare ad hoc and required industry and regulatory reports including audit inquires in compliance with internal and external regulations
  • Serve on teams and task groups for projects/initiatives within the business unit &/or across the organization
  • Review and research high profile member complaints as well as sensitive and confidential personnel issues and responses
  • Collaborate with training team to ensure procedural guidelines are conveyed accurately and consistently followed
  • Perform other related duties as assigned or appropriate

Qualifications:

  • Working knowledge of operational and regulatory risk controls, concepts and practices
  • Working knowledge of NCUA rules, regulations and federal laws pertaining to consumer lending
  • Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creativity solving business problems
  • Significant experience managing multiple priorities independently and/or in a team environment to achieve goals
  • Working knowledge of document control and document security measures
  • Significant experience in working with all levels of staff, management, stakeholders, vendors
  • Working knowledge of consumer lending principles, policies and financial practices
  • Desired - Thorough understanding of the financial services environment
  • Desired - Familiarity with Navy Federal's functions, policies, procedures, products, and services
  • Advanced skill in comprehending, analyzing, applying and communicating complex written legal documents
  • Advanced organizational, planning and time management skills
  • Advanced research, analytical, and problem solving skills
  • Advanced skill exercising initiative and using good judgment to make sound decisions
  • Advanced verbal and written communication skills
  • Advanced skill establishing and expanding relationships with key members/customers
  • Advanced skill building effective relationships through rapport, trust, diplomacy and tact
  • Effective word processing and spreadsheet software skills


EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

PDN-a04bff1a-0f72-4388-955d-7a17f03df0d1

Job#: 3011185

Job Description:

Role: Document and Research Liaison

Apex Systems has an opening available for a Document and Research Liasion supporting the Real Estate Lending team with one of our financial clients out of Northern Virginia. The Document and Research Liasion will serve as principal representative to research, document and support legal cases that impact the business unit. This individual will oversee security/legal responses involving complex cases and escalated situations to ensure effective and optimum resolution. If you are interested in learning more, please send your resume to Anna Susie at [email protected]


Duration: 6+ month contract with the potential to extend/convert full-time

Location: Hybrid 3 days a week in Vienna, VA


Responsibilities:

  • Serve as primary liaison to the Office of General Counsel for legal matters involving consumer lending issues
  • Investigate and respond to CFPB and BBB complaints
  • Research and analyze claims/related actions; resolve issues
  • Identify and address compliance issues; update guidelines and procedures to minimize risk
  • Research potential legal issues using existing system of record
  • Request information and documentation from other business units to clarify details or resolve cases within mandated time and regulations
  • Summarize depositions and other related legal proceedings; conduct investigations and statistical/documentary research
  • Prepare written legal summaries, analyses and legal documents
  • Serve as contact point for escalated legal situations
  • Inform attorneys of applicable and specific legal matters and the impact on the organization
  • Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
  • Prepare ad hoc and required industry and regulatory reports including audit inquires in compliance with internal and external regulations
  • Serve on teams and task groups for projects/initiatives within the business unit &/or across the organization
  • Review and research high profile member complaints as well as sensitive and confidential personnel issues and responses
  • Collaborate with training team to ensure procedural guidelines are conveyed accurately and consistently followed
  • Perform other related duties as assigned or appropriate

Qualifications:

  • Working knowledge of operational and regulatory risk controls, concepts and practices
  • Working knowledge of NCUA rules, regulations and federal laws pertaining to consumer lending
  • Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creativity solving business problems
  • Significant experience managing multiple priorities independently and/or in a team environment to achieve goals
  • Working knowledge of document control and document security measures
  • Significant experience in working with all levels of staff, management, stakeholders, vendors
  • Working knowledge of consumer lending principles, policies and financial practices
  • Desired - Thorough understanding of the financial services environment
  • Desired - Familiarity with Navy Federal's functions, policies, procedures, products, and services
  • Advanced skill in comprehending, analyzing, applying and communicating complex written legal documents
  • Advanced organizational, planning and time management skills
  • Advanced research, analytical, and problem solving skills
  • Advanced skill exercising initiative and using good judgment to make sound decisions
  • Advanced verbal and written communication skills
  • Advanced skill establishing and expanding relationships with key members/customers
  • Advanced skill building effective relationships through rapport, trust, diplomacy and tact
  • Effective word processing and spreadsheet software skills


EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

PDN-a04bff1a-0f72-4388-955d-7a17f03df0d1

About Apex Systems, Inc.

Apex Systems is a world class technology services business that incorporates industry insights and experience to deliver solutions that fulfill our clients’ digital visions. We provide a continuum of service from workforce mobilization and modern enterprise solutions to digital innovation to drive better results and bring more value to our clients. Apex transforms our customers with modern enterprise solutions tailored to the industries we serve. Apex has a presence in over 70 markets across the US, Canada, and Mexico.

Apex is a segment of ASGN Inc. (NYSE: ASGN). To learn more, visit www.apexsystems.com.


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REL Document and Research Liason I
Apex Systems, Inc.
Merrifield, VA
Nov 7, 2025
Contract
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