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Legal Specialist II/III The candidate: Performs loan transaction analysis and prepares a variety of legal documents, including loan documents and secondary documents for standard and complex commercial loan transactions. Proactively manages assigned portfolio to meet constantly changing priorities and deadlines. Interacts with and supports internal and external customers to ensure high satisfaction level with bank/customer relationship. Writes, maintains, and tests procedures and assists with training new employees. Updates all internal systems, consistently, timely and accurately. Prepares transaction checklists, updates and manages throughout the documentation and closing process. Orders certified organizational documents from government offices. Reviews Signatory Authority Reviews (SigArs) to ensure documents are prepared and executed correctly; identifies need for SigAr or updated organizational documents. Facilitates deal team meetings, as assigned. Creates, maintains and manages Vital Records files. Takes ownership of pipeline/deals/transactions and assigned banking centers, as appropriate. Manages deals through completion. Maintains adherence to bank policies and procedures to ensure consistency and quality. Anticipates and takes proactive action to address potential issues, and escalates appropriately. Drafts, reviews and maintains job aids and procedures. Identifies errors, inconsistencies and opportunities to improve these documents. Should have High school diploma. Must have 3+ years of experience in secured lending, banking or financial services industry, title company or law firm; or appropriate combination of education and experience. Bachelorâ€™s degree in related discipline and/or paralegal certification preferred.
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