Job Description

MAJOR CONTRIBUTIONS

• Draft initial closing checklists for attorney review
• Assemble deal contacts, and create and manage distribution lists
• Communicate directly with opposing counsel and clients when appropriate
• Work directly with legal assistants at opposing firm to coordinate due diligence and keep matters moving forward; serve as first line contact when appropriate
• Order and review typical due diligence items
• Take an active role in updating checklists and communicating issues with opposing side and client, including calendar management; follow-up when appropriate
• Review and prepare summaries of deal documents
• Assist with drafting and updating basic loan documentation
• Proofread own work and the work of others
• Actively participate in the closing process, including distribution of signature, assembly of loan documents, review of final due diligence items, and final closing coordination with the bank
• Conduct typical post-closing work, including organization of loan document transcripts, deliveries to client and opposing counsel, follow up on outstanding items, final title and recorded document reviews, clearing client file exceptions, and calendaring follow-up calls/emails
• Lead conference calls when appropriate, particularly for checklist calls

THE ESSENTIALS

• At least 2 years of experience as a commercial lending and real estate paralegal
• A degree in paralegal studies, NALA paralegal certification, or a bachelor’s degree; or alternatively at least 5 years of demonstrative commensurate experience working as a lending/closing assistant with large commercial lender, title insurance company or similar role
• Understanding of basic differences between types of deals (e.g., construction or non-construction) and other typical deal variations
• Ability to juggle multiple files at once and calendar/follow up on items accordingly
• Detail-oriented, highly organized, and able to handle multiple responsibilities in a fast-paced team environment
• Excellent oral and written communication and proofreading skills
• Proficiency in MS Word, Outlook, and file sharing software (Sharefile, HighQ, etc.)
• Must be a team player and able to work with all levels of staff, including firm administration and attorneys throughout the firm