Commercial Real Estate Legal Assistant (Hybrid Birmingham, Alabama)
NewBe an early applicantThe work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Basic Purpose and Objective of the Position:
Assists Investment Department's commercial mortgage loan attorneys in all phases of commercial mortgage lending.
***This position will be titled Legal Support II within the organization. ***
Key Responsibilities
- Receives and distributes incoming due diligence items for loan closings.
- Logs in items on checklist as received, reviews and analyzes items for compliance with loan commitment for attorney’s review and notes comments on checklist.
- Distributes items for review by underwriter, in-house attorney, outside attorney and others. Assists in-house attorneys in compiling data and due diligence items for further analysis by attorneys.
- Communicates with mortgage bankers, borrowers, outside attorneys and others regarding outstanding items.
- Coordinates and documents loan closings.
- Coordinates with in-house and outside attorneys, borrower's attorney and title agents, the Company's cash management division and Corporate Accounting to properly document disbursement and receipt of loan proceeds and the proper accounting for the loan (including assignment of loan to the appropriate line of business).
- Inputs data regarding closed loans into the pipeline database.
- Creates and maintains permanent files.
- Follows-up on outstanding documentation for closed loans, including review of title insurance policies.
- Coordinates refund of commitment fee with in-house attorney and loan production staff.
- Prepares correspondence and handles heavy telephone and e-mail communication.
- Provides data to in-house servicing personnel and outside servicers, as needed.
Knowledge/Experience/Education/Training:
Excellent administrative skills including proficiency with Microsoft Word and Adobe for Windows.
Knowledge of commercial mortgage loan transactions and/or five or more years of legal assistant or paralegal experience concentrating in commercial real estate.
Abilities:
Must have exceptional organizational skills and be efficient, detail-oriented, dependable and self-motivated. Must have excellent written and oral communication skills and strong interpersonal skills. Must have the ability to perform a variety of tasks simultaneously using independent judgment, discretion and analytical skills.
Contact with others:
High level of interpersonal skills required (including effective communication skills, courteousness and diplomacy).
Analytical ability required:
Ability to analyze due diligence items and determine compliance with loan commitment.
Ability to recognize and solve problems independently when appropriate and to ask for help when necessary.
Ability to analyze situations and give priority to most urgent and important projects.
#LI-VD1
IND123
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
As published by lever
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio/video resume URL, Other website
- As part of any recruiting and hiring process, Protective collects and processes personal information relating to job applicants. The Company is committed to being transparent about how it collects and uses that information and to meeting its information protection obligations. In the recruitment and hiring process the “personal information” we collect includes: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Please be aware that the personal information you provide during the application process may be shared internally with employees of Protective as well as our designated third-party vendors for the purposes of the recruitment and hiring process, including contacting you regarding your application and assessing your qualifications for job openings with Protective. California applicants should review the state-specific notice provided in accordance with the California Privacy Rights Act. By clicking “Consent” below you understand and freely give your consent to Protective and our designated third-party vendors collecting and processing your personal information relating to your potential employment with Protective. Applicant Notice - California: As part of Protective’s commitment to transparency related to personal information, and in order to comply with the California Privacy Rights Act (“CPRA”), we are providing you with this disclosure regarding the categories of personal information we may collect from you and the purposes for which that information may be used. Information We Collect: In the recruitment and hiring process the categories of “personal information” we collect include: General Identifying and Contact Information (e.g., name, mailing address, phone number, email address), Employment History Information, Education History Information. Use of Personal Information: The personal information we collect during the application process is used to assess your qualifications for the purposes of the recruitment and hiring process, including contacting your regarding your application and assessing your qualifications for job openings with Protective. The personal information you provide will not be “sold to” or “shared with” a third-party as those terms are defined by the CPRA. The Company will not collect additional categories of personal information or use the personal information we collect for materially different, unrelated, or incompatible purposes without providing you notice. Retention of Information: Each of the categories of information you provide are subject to our internal policies on retaining employee and applicant information. These policies are based on applicable legal retention requirements for retaining personal information of applicants and/or employees. As part of our internal policies, we have a process in place to determine when this information is no longer needed and can be disposed of in a secure manner. Additional Information: For more information on your rights under the CPRA, please see the Company’s California Privacy Rights Act Policy. yes / no · optional
- Are you legally authorized to work in the United States? choose one
- Do you now, or will you in the future, require immigration sponsorship for work authorization (e.g., H-1B)? choose one
- Have you ever been employed with Protective or one of its affiliates? choose one
- What is your target compensation (salary and bonus)?
- Do you have any family members who are employed with Protective? written answer
- How did you hear about this opportunity? choose one · optional
- Do you have a distraction free workspace and consistent access to internet with speeds of 10 Mbps for downloads and 5-10 Mbps for uploads? (you can check it here https://www.att.com/support/speedtest/) choose one · optional
- Where do you reside (city & state)?
- Do you have experience supporting commercial real estate or commercial mortgage loan transactions? choose one
- How many years of legal assistant or paralegal experience do you have?
- ave you directly supported commercial loan closings from due diligence through funding? choose one
- What types of organizations have you worked for?
- Do you have experience reviewing and tracking due diligence documents for real estate transactions? choose one
- Which of the following documents have you worked with?
- Have you coordinated with borrowers, attorneys, title companies, mortgage bankers, or lenders during a closing process? choose one
- What is the largest number of transactions or closings you have managed simultaneously?
- Are you proficient in Microsoft Word, Adobe Acrobat, and document management systems? choose one