Transactions Specialist - Real Estate Finance - Charlotte

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

Job summary

Winstead's Charlotte office is seeking a Transactions Specialist to join our Real Estate Finance Practice Group. The role involves closing matters such as document compilation and binder management, as well as post-closing tasks including title documents and mailings.

You will collaborate with attorneys, paralegals, and assistants to finalize loan documents and perform due diligence. The ideal candidate has a college degree or paralegal certificate, with 1–2 years of legal experience preferred,

Qualifications

• Candidates should have a college degree and/or a 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.

Responsibilities

• Close 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 with deal team (attorneys, paralegals, and assistants) to finalize and receive all loan documents and related diligence.
• Manage tenant estoppel and lease reviews.
• Assist paralegals and attorneys in preparing title documents.
• Assist with signature page preparation.
• Prepare loan summaries and due diligence questionnaires.
• Coordinate post-closing projects.
• Handle other duties as assigned.

Skills

Adobe Acrobat

MS Word

MS Excel

NetDocuments

Verbal and written communication

Attention to detail

Organizational skills

Teamwork

Overtime availability

Education

College degree

Paralegal certificate

Tools

Document management systems

Microsoft Office Suite

Job description

Winstead PC's Charlotte office is seeking a Transactions Specialist to join our Real Estate Finance Practice Group.

Duties and 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.
• Working 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.
• Loan summaries and due diligence questionnaires.
• Assist with coordination of post-closing projects.
• Other duties as assigned.

Job Requirements:

• Qualified candidates will have a college degree and/or a 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 a strong emphasis on MS Word and to a lesser extent Excel.
• Good working knowledge of document management systems; experience with 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 and when required.