Corporate Finance Paralegal

Responsibilities

• General Develop and conduct research related to transactions and filings through both print and electronic sources
• Preliminary organization of records and documents
• Work with Accounting to manage corporate services vendors, post-completion billing and vendor invoice management
• Work with Corporate Services Team to manage client information in Corporate Focus Finance and Transactions
• Create and update checklists (check in new documents, change status, etc.)
• Draft transactional documents including resolutions, opinions, allonges, joinders, Secretary's certificates, Incumbency certificates, and other legal documents relating to loan parties
• Run, order and summarize UCC, state and federal lien, judgment, litigation, and bankruptcy searches
• Prepare and file various UCC financing statements (UCC-1, Fixture, Amendments, Continuation, and Terminations) for the purpose of securing loans, including notes, mortgages
• Review and analyze the sufficiency of documentation
• Order good standing certifications and certified charters
• Create signature packets and coordinate their execution (both original and PDF) by multiple parties; Prepare and circulate closing documents to all parties for their review and comments
• Prepare, obtain, and organize required closing certificates and related documents for pre-closing
• Assemble fully executed closing documents (both original and PDF) with related exhibits, schedules, and attachments
• Order to obtain post-closing UCC Search to Reflect
• Prepare transmittal letters and coordinate the delivery of the Notes, intercreditor Agreements, and Deposit Accounts Control Agreements to loan parties
• Manage/oversee the creation of transactional closing sets or binders (electronic format) and distribute to appropriate parties
• Manage the post-closing database to manage post-closing matters and create email reminders
• Interact and coordinate with various service companies
• Aid the attorneys with various tasks and assignments
• Recognize and resolve problems

Qualifications & Required Experience

• Bachelor’s degree or equivalent work experience preferred
• A certificate from an ABA approved paralegal training program preferred
• Minimum 3 years of paralegal experience involving transactional and corporate/securities matters required