Legal Assistant - Transaction Management

Duties

• Direct support of all Mortgage acquisition projects beginning with onboarding ending with a successful mortgage servicing transfer
• Aid in the preparation, review, and organization of legal documents related to transactions, including contracts, agreements, and closing documents
• Maintain and update transaction checklist to ensure all deadlines and requirements are met prior to closing, during closing, and post-closing
• Cook up and organize documents for closings, including preparing signatures, compiling documents, and storing final executed copies
• Coordinate and conduct routine meetings with Sellers throughout the transaction lifecycle
• Identify and communicate onboarding counterparty issues
• Support onboarding & closing timeline with external counterparty
• Manage, coordinate, and track closing and post-closing matters effectively
• Provide support to Management, Analysts, and Corporate Technology on the design, development and management of servicing transfer reporting, infrastructure and workflow
• Communicate details of upcoming servicing transfers with internal and external stakeholders including executed agreements, transfer instructions, and controls
• Situational involvement with internal workgroups for specialized projects
• Provide assistance in drafting, reviewing, and approving prior servicer claims including review and approval of letters, reporting, and mediation of appealed claims
• Provide support to management on situational guidance to business units on interpretation and contract application to loan-level scenarios

Requirements

• Associate’s degree or Paralegal certificate from an accredited program or strong commensurate experience
• Experience with mortgage servicing is a plus but not required
• Project management skills are a plus but not required
• Previous experience or internship in a corporate legal environment is a plus but not required

Qualifications

• Ability to succeed in a fast-paced, goal-driven environment
• Excellent verbal and written communication skills
• Excellent critical thinking and analytical skills
• Excellent attention to detail
• Proficiency with Microsoft Applications (Excel, Word and PowerPoint), Access preferred