Transactional Paralegal

Overview

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We are seeking an experienced Transactional Paralegal to join our in-house legal team. This role will provide critical support to attorneys handling complex business and secured lending transactions. The ideal candidate will have strong organizational skills, attention to detail, and experience with transactional legal work.

Note: This description is for the current job posting and does not include external postings or non-applicable sections.

• Document Management and Preparation:
  Draft, review, and prepare transactional documents including purchase agreements, contracts, corporate resolutions, credit agreements, security documents, and closing documents
• Coordinate document execution and manage signature processes, including electronic signature platforms
• Maintain comprehensive transaction binders and ensure all documents are properly organized and accessible
• Prepare closing checklists and coordinate pre-closing and post-closing requirements
• Work closely with outside counsel to manage external legal services and costs

• Conduct corporate and regulatory due diligence reviews for company acquisitions and investments
• Organize and maintain virtual data rooms for transactions
• Prepare due diligence summaries and reports for attorney review
• Coordinate with business units, external advisors, and counter parties to obtain necessary documentation
• Support internal compliance reviews and audits

• Prepare and review loan documents including credit agreements, promissory notes, guaranties, and security agreements
• Conduct UCC searches and prepare UCC financing statements for filing
• Coordinate lien searches on real and personal property collateral
• Assist with loan closings and ensure proper perfection of security interests
• Handle post-closing matters including UCC continuation statements and releases
• Maintain loan files and ensure compliance with lending documentation requirements

• Prepare board resolutions, meeting minutes, and corporate governance documents
• Coordinate annual filings and regulatory compliance matters across multiple jurisdictions
• Support SEC reporting requirements and public company compliance obligations

• Manage transaction timelines and coordinate with multiple internal stakeholders including finance, operations, and business development teams
• Schedule and coordinate closings, including preparation of closing agendas
• Handle post-closing matters including document recording and distribution
• Communicate regularly with business units regarding transaction status and requirements

• Paralegal certificate from an ABA-approved program or equivalent experience
• Bachelor s degree preferred but not required with sufficient paralegal experience

• Minimum 3-5 years of transactional paralegal experience in a corporate legal department or law firm
• Experience with secured lending transactions
• Demonstrated experience with document management systems and virtual data rooms
• Understanding of corporate business operations and ability to work cross-functionally

• Proficiency in Microsoft Office Suite, particularly Word and Excel
• Knowledge of corporate filing systems, UCC filing systems, and regulatory databases

• Exceptional attention to detail and accuracy
• Strong written and verbal communication skills
• Ability to manage multiple projects simultaneously and meet tight deadlines
• Professional demeanor with internal stakeholders and external parties
• Strong analytical and problem-solving skills

• In-house legal department experience preferred
• Experience with secured lending transactions, including asset-based lending and equipment financing
• Familiarity with UCC filings and lien searches
• Experience with international transactions
• Understanding of corporate finance and business operations

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not…