Sr Commercial Real Estate Legal Assistant (Hybrid Birmingham, Alabama)

Protective • Birmingham, AL

21h • Hybrid

About The Position

The Sr Commercial Real Estate Legal Assistant assists the Investment Department’s commercial mortgage loan attorneys through all phases of commercial mortgage lending. The position is titled Sr Legal Support within the organization. It handles loan-closing due diligence, coordination and documentation, follow-up on post-closing items, loan data entry and file maintenance, and related communications with internal and external stakeholders.

Requirements

• Excellent administrative skills, including proficiency with Microsoft Word and Adobe for Windows.
• Knowledge of commercial mortgage loan transactions and/or four or more years of legal assistant or paralegal experience focused on commercial real estate.
• Exceptional organizational skills; efficiency, attention to detail, dependability, and self-motivation.
• Excellent written and oral communication skills and strong interpersonal skills.
• Ability to perform multiple tasks using independent judgment, discretion, and analytical skills.
• Ability to analyze due diligence items and determine compliance with loan commitments.
• Ability to recognize and solve problems independently when appropriate and ask for help when necessary.
• Ability to analyze situations and prioritize urgent and important projects.
• High level of interpersonal skills, including effective communication, courtesy, and diplomacy.

Nice To Haves

• Bachelor’s degree and/or legal certification.

Responsibilities

• Receive and distribute incoming due diligence items for loan closings; log items on checklists, review them for compliance with loan commitments for attorney review, and note comments.
• Distribute due diligence items to underwriters, in-house attorneys, outside attorneys, and others for review.
• Assist in-house attorneys with compiling data and due diligence items for further analysis.
• Communicate with mortgage bankers, borrowers, outside attorneys, and others regarding outstanding items.
• Coordinate and document loan closings.
• Coordinate with in-house and outside attorneys, borrowers’ attorneys, title agents, the Company’s cash management division, and Corporate Accounting to document loan-proceeds disbursements and receipts and ensure proper loan accounting, including assignment to the appropriate line of business.
• Enter information about closed loans into the pipeline database.
• Create and maintain permanent files.
• Follow up on outstanding documentation for closed loans, including review of title insurance policies.
• Coordinate commitment-fee refunds with the in-house attorney and loan production staff.
• Prepare correspondence and manage substantial telephone and email communications.
• Provide data to in-house servicing personnel and outside servicers as needed.
• Perform other assigned duties.

Benefits

• Comprehensive health insurance
• Dental insurance
• Vision insurance
• Mental health benefits
• Employee assistance program
• Paid time off
• Paid parental leave
• Short-term disability
• Cultural observance day
• Contributions to healthcare accounts
• Pension plan
• 401(k) plan with Company matching
• ProHealth Rewards platform with cash rewards for engaging in wellbeing activities
• Annual incentive opportunities based on individual and Company performance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed