Real Estate Paralegal
Allen Matkins · San Francisco, CA · 4 mo ago
Legal$100k–$150k/yrFull-time
About the role
The Real Estate Paralegal provides organizational and practice-specific support to attorneys in the Real Estate practice group throughout all stages of real estate transactions, from pre-closing through post-closing. The role requires a high level of professionalism, strong attention to detail, and the ability to manage multiple priorities and projects in an organized, efficient manner.
Responsibilities
- Title, Survey and Zoning Review title exception documents, identify issues, discuss issues with assigned attorney, prepare title review memos and title objection letters.
- Request and negotiate pro forma title insurance policies – both lender and owner policies.
- Prepare estoppel certificates and SNDAs.
- Review and assist with drafting of multiple real estate documents.
- Review, analyze and negotiate surveys, request and finalize revisions to surveys with surveyors.
- Order and review zoning reports. Request and coordinate revisions with zoning consultant.
- Leasing
- Aid in drafting leases incorporating LOI terms, draft extension amendments, and miscellaneous leasing documents including consents to assignment/sublease/change in control and broker listing/commission agreements.
- Organizational Documents
- Prepare and/or review organizational documents.
- Order and review certified organizational documents and good standing certificates.
- Prepare and/or review consents and resolutions.
- Obtain EIN for newly formed entities.
- Assemble and circulate organizational documents.
- File organizational documents with secretaries of state, including qualifications to do business.
- Congnorate with search companies regarding independent directors, agents for service of process, etc.
- File and register entities in various states.
- Loans and Purchase and Sale Transactions
- Create closing checklists.
- Review documents for blanks/missing information, missing exhibits, etc.
- Create first drafts of agreements incorporating LOI terms, and first drafts of amendments and miscellaneous real estate documents.
- Obtain missing information from clients.
- Order and review judgment and lien searches.
- Complete documents and assemble exhibits for closing.
- Finalize documents for recording.
- Create closing instructions.
- Coordinate preparation of settlement statements with title companies and clients.
- Closing and Post-Closing (Loans and Purchase and Sale Transactions)
- Create signature page documents.
- Coordinate and supervise signing parties when clients come to our office to sign documents.
- Assemble documents.
- Coordinate with title companies.
- File UCC financing statements, amendments, assignments, terminations, and coordination of filings.
- Follow up with title companies with respect to recorded documents and title policies.
- Review post-closing documents for accuracy.
- Create closing binders.
- Miscellaneous
- Participate in checklist calls.
- Coordinate closing logistics for transactions.
- Demonstrates good judgment and ability to maintain confidential information.
- Ability to multi-task and prioritize while working with minimum supervision.
- Self-motivated.
- Organized and detail-oriented.
- Excellent written and verbal communication skills.
- Possess the ability to effectively communicate with all levels of firm personnel.
- Ability to work overtime when workload requires with minimal notice.
- Ability to start shift early when a transaction requires an early start time (i.e., working with East Coast fundings or transactions).
- Proficient in Microsoft Office and Windows applications.
- California Notary Public or commitment to become California Notary Public within 6 months of hire. Notary Commission required for duration of employment.