Real Estate Finance Transactions Specialist

Winstead PC; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Winstead PC’s Charlotte office seeks a Transactions Specialist to support the Real Estate Finance Practice Group. You will close matters, coordinate post-closing tasks, and work with attorneys, paralegals, and assistants to finalize loan documents and diligence.

The role requires a college degree and/or paralegal certificate, with 1–2 years of legal experience preferred, and proficiency in Adobe Acrobat, MS Word, Excel, and NetDocuments.

Qualifications

• College degree and/or paralegal certificate.
• 1–2 years of prior legal experience in a law firm is preferred.
• Proficiency in Adobe Acrobat for document creation, editing, and management.
• Proficiency in MS Office Suite, with emphasis on MS Word and to a lesser extent Excel.
• Good working knowledge of document management systems; NetDocuments is a plus.
• Strong verbal and written communication skills.
• Attention to detail and excellent organizational skills.
• Ability to adjust for competing deadlines and priorities.
• Strong interpersonal and teamwork skills with a high degree of professionalism.
• Ability to work overtime if required.

Responsibilities

• Closing matters including document compilation, dating and finalization, uploads, and closing binder management.
• Post-closing matters including custodial packages, closing binders, mailings, and follow-up on title documents.
• Work in tandem with deal team (attorneys, paralegals, and assistants) to finalize and receive all loan documents and related diligence.
• Tenant estoppel and lease reviews.
• Assist paralegals and attorneys in preparing title documents.
• Assist with signature page preparation.
• Assist with coordination of post-closing projects.
• Other duties as assigned.

Skills

Adobe Acrobat

MS Word

MS Excel

NetDocuments

Communication skills

Attention to detail

Organizational skills

Teamwork

Overtime ability

Education

College degree

Paralegal certificate

Tools

Paperless/document management

Job description

Winstead PC’s Charlotte office seeks a Transactions Specialist to support the Real Estate Finance Practice Group. You will close matters, coordinate post-closing tasks, and work with attorneys, paralegals, and assistants to finalize loan documents and diligence.

The role requires a college degree and/or paralegal certificate, with 1–2 years of legal experience preferred, and proficiency in Adobe Acrobat, MS Word, Excel, and NetDocuments.