Paralegal - Transactional (Finance)

About the role

Haynes and Boone is a large law firm in Dallas, moving to a new 27-story office tower in the Harwood District. The Dallas office handles various practice areas including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. The office is known for its diverse and inclusive workforce, attracting high-energy professionals who value teamwork and respect.

Responsibilities

• Interact with finance teams and clients to facilitate all aspects of credit facility closings.
• Draft and review lien filings at state/county levels and review of entity formation and organizational documents.
• Draft transactional board consents and officer certificates.
• Conduct due diligence.
• Prepare Schedules to Credit Agreements, Security Agreements, and Information Certificates.
• Manage closings deliveries.
• Prepare and update closing agendas.
• Conduct UCC and intellectual property lien searches and prepare summary findings.
• Prepare closing binders.
• Collect signature pages, when necessary.
• Aid attorneys with speeches and articles.
• Attend CLE and courses to expand knowledge of substantive law.
• Perform other related duties as needed or assigned.

Qualifications

• Minimum of 3 years experience working as a Paralegal in Finance.
• Familiarity with effective administrative processes and ability to manage multiple tasks simultaneously.
• Administrative experience related to the legal services environment.
• Above-average writing skills and ability to conduct legal research and simplify complex concepts.
• Paralegal certification from an ABA approved school or bachelor’s degree in a related field.

Physical Demands

• Moves around the office up to 15% of the time for copying, faxing, filing, etc.
• Remains stationary for at least 75% of the time.
• Operates computers and other office productivity machines frequently.
• Occasionally moves documents or files weighing up to 15 lbs.
• Requires constant communication and exchange of information with attorneys, clients, and staff.
• Must inspect and observe information on a computer screen for at least 80% of the time.

Reporting Relationship

The Paralegal reports directly to the Office Administrator and indirectly to assigned attorneys.