Legal Assistant

Job Description

Summary: Our growing commercial mortgage lending team is seeking a legal assistant

Essential Responsibilities:

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• Prepare loan information and transaction terms for attorney review and use in generating loan documents.
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• Merge, redline, revise, proofread, and finalize loan documents as directed by attorneys.
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• Assemble executed signature pages with final loan documents and maintain organized electronic closing books.
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• Track outstanding post-closing items, including title policies and recorded documents.
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• Communicate and follow up with clients, title companies, and other parties until all post-closing documentation is received.
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• Review final title policies against approved forms and identify discrepancies or missing information for attorney review.
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• Prepare and send final loan documents and closing materials to lender clients.
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• Retrieve attorney time from the firm’s billing system, organize information in Excel, and prepare manual invoices as requested.
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• Assist attorneys throughout the loan process, from opening the matter through closing and completion of post-closing requirements.
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• Manage multiple active loan matters and deadlines while maintaining accuracy and confidentiality.
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• Exhibit initiative and a willingness to learn all aspects of corporate and mortgage lending support.
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• On-site daily attendance is required for secured computer access, client confidentiality, and in-person collaboration.
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• Perform other duties as assigned.
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Skills and Competencies:

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• Excellent written and verbal communication skills and a professional approach when working with clients, attorneys, title companies, and other parties.
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• Strong proficiency in Microsoft Word, including document comparison, redlining, formatting, and mail merge.
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• Proficiency in Outlook and Excel, including maintaining transaction-tracking spreadsheets.
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• Excellent proofreading, organizational, and document-management skills.
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• Exceptional attention to detail and follow-through.
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• Ability to manage multiple transactions, priorities, and deadlines independently.
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• Ability to work accurately and calmly in a deadline-driven, team-oriented environment.
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• Experience with Aderant or a document-management system is helpful but not required.
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