Finance Paralegal

• Draft and revise a wide range of transactional documents, including financing statements, amendments, terminations, closing checklists, and organizational documents for entities such as corporations, LLCs, and partnerships
• Prepare and submit filings related to entity formation and regulatory compliance, including obtaining identification numbers and related documentation
• Assist with editing and formatting finance-related documents such as promissory notes, security agreements, and ancillary closing materials
• Coordinate and manage signature pages, including distribution, execution tracking, and quality control
• Order, review, and summarize lien searches and other related due diligence materials
• Obtain and organize corporate records from public agencies, including good standing certificates and formation documents
• Coordinate required filings with appropriate internal teams or third-party vendors to ensure accuracy and compliance
• Prepare and maintain comprehensive closing checklists and timelines
• Manage the flow of closing documents and deliverables among internal teams, clients, and external parties
• Support attorneys through all phases of closing by ensuring documents are complete, accurate, and delivered on time
• Assemble and organize final transaction documents, including electronic closing binders
• Ensure proper storage and archiving of transaction materials in accordance with internal procedures

• Bachelor’s degree required
• paralegal certificate preferred
• 3+ years of relevant law firm or transactional experience preferred
• strong proficiency in Microsoft Office applications
• familiarity with platforms used for preparing and filing financing statements is a plus

Familiarity with platforms used for preparing and filing financing statements