Legal Assistant

Overview

A financial holding company with bank and non-bank subsidiaries providing a wide range of business and financial solutions to the small- and medium-sized business (SMB) market is seeking a Legal Assistant. The organization offers services including banking, business lending, electronic payment processing, technology solutions, eCommerce, accounts receivable and inventory financing, insurance solutions, web services, and payroll and benefits solutions.

Responsibilities

• Assist closing attorneys and paralegals with preparation of loan closing packages related to U.S. Small Business Administration (SBA) loans
• Pull reports required for loan closings
• Upload documentation for borrower signatures
• Conduct follow-up on post-closing conditions
• Complete and update post-closing collateral checklists as documentation is received
• Assemble and complete disbursement reconciliations
• Finalize perfecting vehicle titles
• Deliver authenticated demand letters, confirm delivery, file UCC-3 statements, and request updated lien position reports
• Address and resolve quality assurance exceptions
• Ensure post-closing files comply with internal and SBA requirements
• Perform other duties as assigned

Requirements

• Minimum of 1 year experience in commercial loan closings
• Familiarity with commercial loan closing documentation
• Proficiency with file management, PDF software, and Microsoft Office suite
• Strong organizational skills
• Ability to follow instructions from senior legal staff

Compensation & Benefits

• Salary range: $50,000 to $65,000 per year

Equal Opportunity

The employer is an Equal Opportunity Employer (M/F/D/V) and requires all employees to perform work ethically and uphold a Code of Business Conduct and Ethics at all times.