Legal Assistant

Overview

A financial holding company with a broad range of business and financial solutions for small- and medium-sized businesses across the United States is seeking a Legal Assistant to join their team. The role focuses on supporting closing attorneys and paralegals in preparing loan closing packages related to U.S. Small Business Administration (SBA) loans, with an emphasis on post-closing tasks.

Responsibilities

• Assist closing attorneys and paralegals with document preparation
• Pull reports required for loan closings
• Upload documentation for borrower signatures
• Conduct searches necessary for closing
• Record collateral documents
• Follow up on post-closing conditions
• Complete and update post-closing collateral checklists as documentation is received
• Assemble and complete disbursement reconciliations
• Assist with finalizing perfection of vehicle titles
• Deliver authenticated demand letters, confirm delivery, file UCC-3 statements, and request updated lien position reports
• Conduct post-close real estate searches
• Obtain recorded documents and title policies
• Submit documentation to the SBA for compliance purposes
• 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 annually

Equal Opportunity

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