Finance Paralegal – (Chicago)

Finance Paralegal – Job Description

A leading law firm is seeking a detail-oriented Finance Paralegal to support attorneys in a high-volume, deadline-driven transactional practice. This role plays a critical part in managing the lifecycle of finance transactions, including document preparation, due diligence, closing coordination, and post-closing execution. The ideal candidate thrives in a fast-paced environment and demonstrates strong organizational skills, attention to detail, and the ability to effectively manage multiple priorities.

Transaction Support & Document Preparation

• Draft and revise a wide range of transactional documents, including financing statements, amendments, terminations, closing checklists, and organizational documents for entities such as corporations, LLCs, and partnerships
• Prepare and submit filings related to entity formation and regulatory compliance, including obtaining identification numbers and related documentation
• Assist with editing and formatting finance-related documents such as promissory notes, security agreements, and ancillary closing materials
• Coordinate and manage signature pages, including distribution, execution tracking, and quality control

Due Diligence & Records Review

• Order, review, and summarize lien searches and other related due diligence materials
• Obtain and organize corporate records from public agencies, including good standing certificates and formation documents
• Coordinate required filings with appropriate internal teams or third-party vendors to ensure accuracy and compliance

Deal Coordination & Execution

• Prepare and maintain comprehensive closing checklists and timelines
• Manage the flow of closing documents and deliverables among internal teams, clients, and external parties
• Support attorneys through all phases of closing by ensuring documents are complete, accurate, and delivered on time

Post-Closing & Documentation Management

• Assemble and organize final transaction documents, including electronic closing binders
• Ensure proper storage and archiving of transaction materials in accordance with internal procedures

Qualifications & Experience

• Bachelor’s degree required; paralegal certificate preferred
• 3+ years of relevant law firm or transactional experience preferred
• Strong proficiency in Microsoft Office applications
• Familiarity with platforms used for preparing and filing financing statements is a plus

Key Strengths & Competencies

• Excellent written and verbal communication skills
• Strong attention to detail and organizational abilities
• Ability to manage multiple deadlines in a fast-paced environment
• Proactive mindset with the ability to anticipate needs and problem-solve
• High level of professionalism, discretion, and confidentiality
• Collaborative approach with the ability to work effectively across teams