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Years of Experience
Date Last Verified
ProfileLegal Assistant The candidate reviews and files documents into Salesforce with various notations and comments, assignments, and dates of action items. Orders corporate documents and completes process checklists in Salesforce. Performs UCC searches and files UCC financing statements, amendments and terminations. Reviews, sends, and processes funding documents to schools. Provides extensive document management and data entry. Identifies legal, financial, and insurance documents received and enters them into database for paralegal review. Completes entry level underwriting review for appropriateness, completeness, and details in documents received. Takes initiative to correct any discrepancies, missing data, and contacts client, as needed. Orders and tracks standard certificates from State agencies (e.g., good standing, certified Articles, UCC searches and filings). Ensures underwriting requirements and compliance with internal procedures and policies have been met. Provides exemplary attention to detail and excellent follow-up to ensure compliance at all levels. Confirms all underwriting criteria have been met and provides final proofreading of documents for style and substance and review of the financial calculators for closing statement details, ensuring our documents reflect the funding. Tracks public meetings of school sponsors, updates internal spreadsheet and internal parties of status and developments. Maintains punctual, regular and predictable attendance. Works collaboratively in a team environment with a spirit of cooperation. Remains professional and composed under pressure while communicating effectively with other departments is essential. Respectfully takes direction from manager. Must have Bachelor’s degree from four-year college or university; or 3-5 years of related experience and/or training; or equivalent combination of education and experience.
Submit a cover letter and resume. No phone calls please.
Charter School Capital, Inc
225 SW Broadway
Portland, OR 97205