Paralegal Banking & Finance Job at Brandon James (Bristol)

Paralegal (Banking & Finance)

Location

Guernsey , Guernsey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

Previous Legal experience through a paralegal role, or suitable academic credentials (LPC/GDL/LLB)
tech savvy
high attention to detail
professional and organised approach to your work

Job Responsibility

Undertake work in support of a team of fee earners, meeting an agreed target chargeable hours
Assisting the team with team-specific financials/matter management e.g. budgets, WIP, aged debt reporting
Undertaking various searches at the request of fee-earners along with drafting and amending legal documents
Primary line of communication between fee-earners and clients
Ensuring that all new client matters are accurately set up in the client accounting and database system and maintaining client records and contact names where appropriate
Ensuring files are kept up to date when active and that files are closed/archived once the matter is concluded
Undertaking and managing client specific BD arrangements for fee-earners
Delegating certain administration tasks received from the fee-earners as per the specific team workflow model
Utilising all of the services provided by the Global Support Team
Providing complete assistance to all fee-earners and clients regarding various legal issues

Fulltime

New

Finance Paralegal

The Finance Paralegal is responsible for helping attorneys in the Corporate, Fin...

Location

United States

Salary:

90000.00 - 140000.00 USD / Year

Bryan Cave Leighton Paisner LLP

Expiration Date

Until further notice

Requirements

Bachelor's degree and/or Paralegal Certificate preferred
5+ years of experience in corporate finance, transactional law, or banking in large law firm environment
Experience with UCC filings and lien searches
Proficiency in Microsoft Office program and document management systems
Competency in conducting lien searches and analyzing and summarizing results
Proven analytical and organizational skills and ability to pay very close attention to detail in an efficient manner
Ability to deal professionally and communicate clearly and concisely both verbally and in writing
Strong understanding of corporate structures and financing transactions
Requires the ability to regularly report to work on the days and times scheduled and overtime as needed
Ability to travel to domestic client location(s)

Job Responsibility

Provides various coordination efforts with respect to the documentation and closing of commercial lending transactions
Creates, composes, and edits written material such as transaction documents, UCC financing statements, correspondence and/or legal documentation
Conducts corporate due diligence, lien searches
analyzes and summarizes results
Ensures all pre-closing preparation, and post-closing follow up is properly completed in a timely manner
Prepares and files Uniform Commercial Code financing statements with the various governmental offices
Enters time and descriptions into InTapp and release daily

What we offer

Annual discretionary bonus

Fulltime

Investment Banking Paralegal

Join the Investment Banking Legal team at Barclays, where you will provide docum...

Location

United Kingdom , Manchester; Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Prior experience as a paralegal in a law firm or in‑house legal department (financial services or corporate/M&A preferred)
Familiarity with NDAs and confidentiality agreements/clauses
University degree (law preferred) or equivalent paralegal certification
Experience supporting busy legal teams in a corporate or banking environment is an advantage

Job Responsibility

Provide documentation and legal administrative support as part of the Investment Banking Legal team serving the EMEA region
Review, process and manage certain early-stage deal documentation, including confidentiality agreements and non-reliance letters
Ensure that activities of the investment banking division are conducted in compliance with applicable laws, rules and regulations
Help the bank manage legal and reputational risks associated with these activities
Development and implementation of best practice legal strategies to manage risk
Legal advice and support to the bank's investment banking division on legal matters including mergers and acquisitions, securities offerings, lending and other corporate finance transactions
Subject matter support in the Legal department’s representation of the bank in legal proceedings
Creation and/or review of legal documents for the investment banking division
Maintaining and updating form legal documentation for the investment banking division
Legal research and analysis to stay up to date on changes in laws, rules and regulations

What we offer

Structured hybrid working
Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies

Fulltime

Asset Finance Paralegal

Accuflex is seeking experienced Paralegals with asset finance, banking or struct...

Location

United Kingdom , London

Salary:

Not provided

Accutrainee

Expiration Date

Until further notice

Requirements

Prior paralegal experience in private practice or in-house, supporting transactional matters
Experience within financial services, ideally asset finance, banking, structured finance or secured lending
Strong transactional support skills, including document management, CP/CS processes and closing mechanics
Excellent written and verbal communication skills, with the ability to liaise confidently with multiple stakeholders
Highly organised, detail-oriented and able to manage multiple workstreams and competing deadlines
Experience gained at a US or international law firm or within a financial services organisation
Exposure to asset-backed financing structures (aviation, shipping, rail or equipment)
Experience supporting cross-border or multi-jurisdictional transactions
Familiarity with finance documentation used in UK and international markets
Additional European language skills are advantageous but not essential

Job Responsibility

Supporting asset finance and banking transactions, including leasing, secured lending and structured finance matters (e.g. aviation, shipping, rail or equipment finance)
Reviewing, drafting and amending core transaction documentation, including facility agreements, security documents, leases, NDAs, side letters and ancillary documents
Managing end-to-end conditions precedent and conditions subsequent processes, including preparing and maintaining CP/CS checklists and coordinating satisfaction and sign-off
Assisting with due diligence on borrowers, guarantors and asset portfolios, identifying key issues and preparing concise summaries for fee-earners
Coordinating execution, signing and closing processes, including signatures, notarisation, filings, registrations and post-completion deliverables
Maintaining transaction bibles, trackers and document management systems to ensure accurate record-keeping across matters
Liaising closely with lawyers, clients, counterparties, lenders and internal stakeholders to progress transactions efficiently
Supporting cross-border and multi-jurisdictional transactions, including working with international counsel
Conducting legal research and preparing internal notes, templates, issues lists or drafting mark-ups to support commercial negotiations
Assisting with regulatory, compliance, onboarding and KYC-related requirements in line with internal policies and jurisdiction-specific rules

What we offer

Access to placements with prestigious clients, including both law firms and in-house legal teams
Exposure to sophisticated, high-quality finance work
Flexible working arrangements depending on the client and role
London-based placements, with occasional opportunities in other UK locations
Placements typically ranging from 6 to 12 months, with potential extensions or permanent opportunities depending on client needs

Secured Lending (Real Estate Finance) Paralegal

A rare opportunity has arisen for outstanding paralegals wishing to significantl...

Location

United Kingdom , London

Salary:

Not provided

Jameson Legal

Expiration Date

Until further notice

Requirements

Outstanding academics
Successful completion of the LPC (essential)
Bare minimum 2:1 LLB (from a Top University)
Significant and relevant experience gained from a well known law firm(s)

Job Responsibility

Act on a variety of short-term loan types including residential bridges, buy-to-let, portfolio refinance, debt restructuring, auction purchases, refurbishment bridges and development exit

What we offer

Outstanding training and development
Potential career progression
Training contract is a distinct possibility in due course (c.12-18 months)

Fulltime

Paralegal

We are looking for a skilled Paralegal to support banking and collections matter...

Location

United States , Wyomissing

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of paralegal experience in banking, collections, creditor representation, or related litigation work
Hands-on experience with Pennsylvania court filing procedures, including electronic filing systems
Proficiency with case management platforms such as Clio, ProLaw, or similar software, along with Microsoft Office applications
Strong organizational skills and attention to detail, with the ability to manage assignments from multiple attorneys effectively
Ability to work successfully under pressing deadlines while adjusting to changing priorities
Clear written and verbal communication skills, along with a detail-oriented approach to client and team interactions
Sound judgment, discretion, and the ability to handle confidential information responsibly

Job Responsibility

Oversee a large volume of consumer and commercial collections matters from intake through closure, including follow-up on post-judgment recovery efforts
Prepare, review, and submit a variety of legal filings such as pleadings, motions, garnishments, execution documents, and settlement-related paperwork
Work closely with attorneys, clients, creditors, and opposing parties to support timely progress and practical resolution of active matters
Examine lending and banking records, including loan documents, notes, and security agreements, to assist with legal strategy and case development
Assemble and file bankruptcy-related materials, including motions, claims documentation, and other court submissions
Coordinate filing activity in Pennsylvania courts, including electronic submissions, while ensuring documents are completed accurately and on time
Track key case milestones such as filing deadlines, limitation periods, response obligations, and judgment renewal dates across an active docket
Communicate with debtors in accordance with applicable collection laws and regulatory requirements in Pennsylvania
Assist with secured transactions work, including lien searches, financing statement preparation, and related documentation
Support foreclosure and mortgage default matters by drafting notices, affidavits, payoff statements, discovery materials, and hearing or trial preparation documents

What we offer

Medical coverage
Vision coverage
Dental coverage
Life and disability insurance
401(k) plan eligibility

Fulltime

Auditing Clerk

We are looking for a meticulous and skilled Auditing Clerk to join our team on a...

Location

United States , Waterbury

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate degree in Accounting, Finance, or a related field
Advanced proficiency in Microsoft Excel, with the ability to analyze large datasets and automate tasks
Experience in financial records analysis, bookkeeping, or Medicaid eligibility processes is highly desirable
Strong analytical skills and exceptional attention to detail
Excellent communication skills to effectively collaborate with team members and clients
High level of integrity and discretion when handling sensitive financial information
Organizational skills to manage multiple tasks and meet deadlines efficiently

Job Responsibility

Perform thorough five-year Medicaid look back reviews by collecting and analyzing financial records, such as bank statements, tax returns, and investment documents
Use advanced Microsoft Excel functions, including pivot tables, conditional formatting, and complex formulas, to organize and reconcile financial data
Create and maintain detailed Excel workbooks to document asset tracking, expenditures, and account activity
Identify and flag potential issues or irregularities in financial data for attorney review
Collaborate with attorneys, paralegals, and clients to gather missing documents and resolve data discrepancies
Prepare clear and concise financial summaries and reports for presentations to attorneys and clients
Assist with Medicaid application processes by responding to documentation requests from Medicaid agencies
Ensure all financial information is handled confidentially and adheres to privacy regulations
Stay informed on Medicaid rules and guidelines, particularly those related to financial eligibility and the look back process

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Commercial Operations Senior Documentation Coordinator

The Senior Documentation Coordinator role for CAF is responsible for determining...

Location

United States , Johnston; Charlotte; Chicago; Columbus

Salary:

81000.00 - 93000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Minimum of 5+ years of experience with a strong background in finance and/or documentation required
Strong aircraft, rail and marine background/knowledge required
High level of attention to detail and strong understanding of lien perfection requirements required
Understanding of lease and loan documentation requirements required
Ability to draft document provisions for Legal review and handle basic document negotiations required
Bachelor’s degree required
paralegal background preferred
Strong verbal and written communication skills, organizational skills, and interpersonal skills

Job Responsibility

Independently prepare and validate all legal documentation on loan and lease transactions to ensure documents accurately reflect the approved structure and comply with company policies and procedures
Provide initial drafts of document revisions (ranging from basic to complex) based on negotiations or specific requirements outlined in the credit approval
Demonstrate knowledge of various types of equipment being financed to ensure appropriate documents are utilized and lien perfection in collateral occurs properly
Analyze and understand transactions, including pricing, deal structure, collateral evaluation, credit, and tax components (including sales/use taxes and property taxes)
Manage the closing process with all parties, including customers, vendors, and internal and external counsel
authorize closings and instruct operations to disburse funds
Independently book transactions using the CAF front-end system (Rapport) and ensure all transactions are booked accurately and in a timely manner
Must have experience with specialty collateral including aircraft, rail and marine
Conduct due diligence and review UCC searches, using UCC expertise to identify and address potential lien perfection risks
Identify post-closing issues and ensure all post-closing items are properly documented and collected in a timely manner

What we offer

comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs
competitive pay
paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Fulltime

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Paralegal Banking & Finance

Job Description

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What we offer

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