Careers

Essential Responsibilities:

• Prepare loan information and transaction terms for attorney review and use in generating loan documents.
• Merge, redline, revise, proofread, and finalize loan documents as directed by attorneys.
• Assemble executed signature pages with final loan documents and maintain organized electronic closing books.
• Track outstanding post-closing items, including title policies and recorded documents.
• Communicate and follow up with clients, title companies, and other parties until all post-closing documentation is received.
• Review final title policies against approved forms and identify discrepancies or missing information for attorney review.
• Prepare and send final loan documents and closing materials to lender clients.
• Retrieve attorney time from the firm’s billing system, organize information in Excel, and prepare manual invoices as requested.
• Assist attorneys throughout the loan process, from opening the matter through closing and completion of post-closing requirements.
• Manage multiple active loan matters and deadlines while maintaining accuracy and confidentiality.
• Exhibit initiative and a willingness to learn all aspects of corporate and mortgage lending support.
• On-site daily attendance is required for secured computer access, client confidentiality, and in-person collaboration.
• Perform other duties as assigned.

Skills and Competencies:

• Excellent written and verbal communication skills and a professional approach when working with clients, attorneys, title companies, and other parties.
• Strong proficiency in Microsoft Word, including document comparison, redlining, formatting, and mail merge.
• Proficiency in Outlook and Excel, including maintaining transaction-tracking spreadsheets.
• Excellent proofreading, organizational, and document-management skills.
• Exceptional attention to detail and follow-through.
• Ability to manage multiple transactions, priorities, and deadlines independently.
• Ability to work accurately and calmly in a deadline-driven, team-oriented environment.
• Experience with Aderant or a document-management system is helpful but not required.