Paralegal – Securities, Real Estate, and Lending

Red Envelope Consulting•Fishers, IN

8d•Onsite

About The Position

Are you looking for an opportunity to use your legal expertise to support an organization that believes in building churches, empowering leaders, championing big dreams, and investing in communities? If so, our client is seeking a Paralegal – Securities, Real Estate, and Lending to join their team! The Paralegal – Securities, Real Estate, and Lending is responsible for providing comprehensive legal and administrative support to the General Counsel and the organization’s legal functions. This individual plays a critical role in supporting the organization’s securities program, facilitating real estate and lending transactions, and helping ensure compliance with all applicable state and federal regulations. This person must be highly organized, detail-oriented, and capable of managing multiple complex projects in a fast-paced environment. This person must exhibit professionalism, maintain confidentiality, and communicate effectively with internal staff, state securities regulators, title companies, and external partners. The ideal candidate will be proactive, adaptable, and committed to supporting the organization’s mission with excellence.

Requirements

Bachelor's degree in Paralegal/Legal Studies or a related field.
Paralegal certification from an accredited institution.
Minimum of 3 years of experience in securities, real estate, and lending transactions.
Strong understanding of securities regulations, real estate laws, and lending practices.
Excellent research, analytical, and organizational skills.
Strong written and verbal communication skills.
Ability to work independently and as part of a team.
Proficiency in legal research tools and office technology.
Professes Jesus Christ as Lord and Savior.
Pursues personal spiritual growth and connection within a local church.

Nice To Haves

Experience with securities filings and real estate closings.
Familiarity with title insurance, tax bills, and loan documents.

Responsibilities

Prepare, file, and maintain legal documents required by state securities commissions, ensuring accuracy and timely submission.
Conduct legal research and analysis on securities regulations, real estate requirements, and recording processes to support ongoing compliance.
Draft, review, and maintain contracts, agreements, corporate documents, and other legal materials to ensure alignment with organizational policies and legal standards.
Assist with preparing board resolutions, updating offering memoranda, and managing legal files and records.
Support the Loan Team, General Counsel, and title companies in facilitating real estate closings and lending transactions, including reviewing title commitments, loan agreements, and other closing documentation.
Assist with analyzing title documents, tax bills, loan documents, and related records to ensure completeness and compliance.
Maintain the database of lease agreements, amendments, and related documents for tenants occupying the organization’s real estate holdings.
Support the General Counsel in monitoring and maintaining compliance with all laws and regulations applicable to the organization.
Professionally communicate with regulators, internal leadership, external counsel, and stakeholders as needed.
All other duties and responsibilities as assigned by the General Counsel.