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Years of Experience
Date Last Verified
Legal Assistant Responsibilities : 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.
Qualification and Experience
Requirements: Must have a Bachelor's degree from four-year college or university. 3-5 years’ related experience and/or training; or equivalent combination of education and experience. 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. Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers and coworkers and including the ability to communicate effectively and remain calm and courteous under pressure.
Please submit a cover letter and resume.
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