Demo

AMLAW Finance Paralegal - 10+ Years

Considine Search
New York, NY Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 2/20/2025

Finance Paralegal

New York, NY

Summary

In this position you will provide integral support to the firm’s finance attorneys and clients by performing and coordinating various tasks relating to but not limited to leveraged finance, secured lending, securitization and fund finance transactions from pre to post closing.

Essential Functions

• Prepare UCC Financing Statements, Amendments, Assignments, Continuations, and Terminations

• Coordinate filing of UCCs with various service providers;

• Prepare and file EIN applications;

• Perform research regarding existing entities. Obtain certified documents from Secretary of State, other state or local government agencies, OCC, and FDIC;

• Order, review, and summarize lien search results;

• Draft initial short form agreements, officer certificates, and corporate resolutions;

• Edit documents such as promissory notes, guaranties, security agreements, consents, and finance statements;

• Draft entity formation documents;

• Analyze revisions between drafts of various transaction documents;

• Obtain CIK codes and CUSIP numbers;

• Coordinate license application process for Sales Finance Licenses;

• Draft Notes and Trust Certificates;

• Update ancillary documents;

• Manage and track distribution documents and signature pages;

• Coordinate electronic file sharing platforms for closings;

• Prepare and maintain closing checklists to ensure agreements and closing conditions are met;

• Perform post-closing duties such as filing UCCs, indexing and compiling closing sets, and coordinating distribution of same.

Qualifications

• Education/Training/Certifications: (required or preferred)

• Bachelor’s degree in a related field required.

• Paralegal education from ABA approved paralegal program, preferred.

Professional Experience

• 10 years’ experience, required.

Technical Skills

• Proficiency in Microsoft Office products, required.

• Knowledge of vendor resources and systems for the preparation of UCC’s, other forms, and retrieval of public records, required.

• Notary experience, a plus.

Performance Traits

• Strong written and verbal communication skills, able to communicate effectively and in a professional manner with all levels of the Firm and outside vendors;

• Ability to work in a diverse team environment and effectively support the demanding needs of the Firm;

• Strong command of teamwork and coordination skills;

• Excellent organizational skills to be able to meet deadlines with shifting priorities;

• Must be a self-starter with a high level of initiative;

• Strong customer service skills, able to anticipate needs and provide a proactive approach;

• Strong attention to detail, organizational skills and the ability to handle multiple projects;

• Maintains confidentiality and exercises discretion;

• Exercises solid strategic thinking and problem-solving skills.

The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties.

The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment.

Compensation

$120,000.00-$150,000.00, plus overtime and bonus

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