Legal Assistant

NewtekOne®, Your Business Solutions Company®, is a financial holding company providing business and financial solutions to small- and medium-sized businesses (SMBs) nationwide. Solutions include banking, business lending, electronic payment processing, technology services, eCommerce, accounts receivable and inventory financing, insurance, web services, and payroll and benefits.

About the role

The Legal Assistant supports closing attorneys and paralegals in preparing loan closing packages for U.S. Small Business Administration (SBA) loans, with a focus on post-closing tasks.

Responsibilities

• Assist closing attorneys and paralegals with document preparation
• Pull reports required for closing
• Upload documentation for borrower signature
• Conduct follow-up for post-closing conditions
• Complete post-closing collateral checklist and update as documentation is received
• Assemble and complete disbursement reconciliation
• Finalize perfecting vehicle titles
• Deliver authenticated demand letters, confirm delivery, file UCC-3 statements, and request updated lien position reports
• Address and remedy quality assurance exceptions
• Confirm post-closing file compliance with internal and SBA requirements
• Perform other duties as assigned

Requirements

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

Pay

$50,000 to $65,000 per year.