Key skills
CommunicationTime Management
About this role
Role Overview
- Prepare, review, and revise loan documents, including promissory notes, security agreements, guaranties, and closing certificates
- Coordinate all aspects of loan closings, including scheduling, document circulation, signature collection, and funding logistics
- Communicate directly with lenders, borrowers, title companies, and opposing counsel to facilitate smooth and timely transactions
- Order and review due diligence items such as UCC, tax lien, judgment, and litigation searches
- Prepare and file UCC financing statements and manage other required post-closing filings
- Review title commitments, surveys, and related real estate documentation, and assist in resolving title issues
- Prepare detailed closing checklists and track satisfaction of all conditions precedent
- Assemble and distribute electronic and/or hard-copy closing binders
- Monitor and follow up on post-closing matters to ensure timely completion of outstanding items
- Maintain organized transaction files in accordance with firm and client protocols
Requirements
- Paralegal certificate or equivalent work experience
- Experience in commercial lending and loan closings strongly preferred
- Solid understanding of loan documentation and closing procedures
- Proficiency in Microsoft Office and document management systems, including document comparison software
- Exceptional organizational skills and attention to detail
- Strong time management skills
- Ability to manage multiple transactions simultaneously and meet competing deadlines
- Strong written and verbal communication skills
- Ability to work independently while collaborating closely with attorneys, clients, and other members of the transaction team
- A proactive, client-service mindset with strong problem-solving abilities
Benefits
- Comprehensive benefits package for full-time employees, including medical (HMO/PPO), dental (HMO/PPO), vision, FSA/HSA options, Employee Assistance Program, wellness incentives, a strong 401(k) profit-sharing program, and generous time-off policies
- Competitive compensation commensurate with experience
- Bonuses are awarded in recognition of individual and firm performance
- Hybrid work environment offering flexibility
- Collaborative, team-oriented culture
- Opportunity to work on sophisticated commercial lending and real estate transactions