Transactional Finance Paralegal
Latitudeinc
Posted: December 29, 2025
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Quick Summary
Transactional Finance Paralegal to support attorneys with complex financial and corporate transactions, providing paralegal support for financing transactions from inception through closing.
Required Skills
Job Description
Job Summary:
We are seeking an experienced Transactional Finance Paralegal to support attorneys with a wide range of complex financial and corporate transactions. The ideal candidate will have strong experience in transactional law, excellent attention to detail, and the ability to manage multiple matters in a fast-paced, deadline-driven environment. This role will support financing transactions from inception through closing.
Responsibilities::
• Provide paralegal support for transactional finance matters, including secured and unsecured lending, credit facilities, and refinancing transactions
• Draft, review, and revise transactional documents such as loan agreements, promissory notes, security agreements, guaranties, and closing certificates
• Prepare and manage closing checklists and transaction timelines
• Coordinate transaction closings with attorneys, clients, lenders, borrowers, and third-party service providers
• Conduct due diligence, including UCC, lien, judgment, and bankruptcy searches
• Review and organize diligence materials and create summaries for attorney review
• Prepare corporate formation documents, resolutions, certificates of good standing, and incumbency certificates
• Assist with filing and perfection of security interests, including UCC-1 financing statements and amendments
• Manage post-closing matters, including recording, filing, and maintaining transaction records
• Maintain and organize electronic and physical transaction files in accordance with firm procedures
• Communicate with clients and third parties regarding document collection and closing requirements