Finance Paralegal

At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.

Haynes and Boone’s San Antonio office sits on the famed Paseo del Rio (Riverwalk) in the heart of downtown, where our lawyers handle complex corporate, capital formation, energy, labor and employment, real estate, water law, intellectual property and litigation matters for our clients. Our lawyers are recognized in the Texas Super Lawyers directory (Thomson Reuters); Best Lawyers (Woodward/White, Inc.); and the Chambers USA legal directory (Chambers & Partners). Our lawyers are also committed to giving back through leadership, participation and financial support of civic and charitable organizations. Our lawyers serve as past and current chairs of local Chambers of Commerce and related committees, board members of numerous charitable and civic organizations, and past bar section presidents. We are committed to having a diverse workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

The Finance Paralegal will assist attorneys in accomplishing clients’ goals by using organizational, analytical and communication skills.  Position requires individual working with various finance legal teams across firm offices to organize large due diligence sets, loan closing sets, to assist with commercial loan closings, to obtain and summarize lien filings, to review title and surveys for applicable real estate collateral, to prepare UCC financing statements and amendments and terminations, to track lien and other corporate filings, to draft basic transaction documents from existing forms and templates, and to assist lawyers in compliance with client protocols.

Essential Duties

• Manage, organize, and analyze due diligence materials for commercial loan closings, including constituent documents, officer’s certificates, resolutions, and corporate and lien filings.

• Order and track lien searches and title reports and prepare drafts of lien filings in each case at state, county, and federal levels.

• Conduct basic corporate and finance due diligence, basic real estate title and survey diligence experience not required but preferred. 

• Prepare first drafts of closing checklists and loan documents based on forms, revise loan documents based on attorney instructions, and schedules to credit agreements, security agreements, mortgages, and information certificates.

• Interact with finance legal teams, local and foreign counsels, and clients to facilitate all aspects of loan closings and closing deliverables.

• Prepare, track, collect, collate, and assemble copies and wet-ink signature pages to loan documents.

• Manage process for closings and closing deliverables.   

• Prepare closing binders.

• Assist, in coordination with knowledge management specialists and attorneys, client form documents and protocols.

Other Duties

• Assist attorneys with speeches, articles, and presentations.

• Manage administrative aspects of client relationships.

• Perform other related duties as needed or assigned.

Reporting Relationship

The Finance Paralegal reports directly to the Office Administrator or Human Resources representative, and directly and indirectly to assigned attorneys. 

Qualifications

Knowledge/Experience

Candidates should be familiar with effective firm and finance section administrative processes and possess the ability to manage a multitude of tasks and loan transactions concurrently.  This employee should be able to work independently with minimal supervision. The Paralegal should have administrative experience related to the legal services environment. 

Skills

Additionally, candidates must possess above-average organizational, analytic, and problem solving skills and have the ability and desire to learn difficult concepts.  This employee should also have competent computer skills, including use of Word, Excel, NetDocs and other related web or cloud based programs.

Education

Paralegal certification from an ABA approved school or bachelor’s degree in a field related to library sciences or other liberal arts is strongly preferred. 

Physical Demands

Must be able to move around the office up to 15% of the time to scan documents, file, etc. Remains stationary at least 75% of the time.  This position constantly operates, computers and other office productivity machines (e.g., scanner, printer, etc.). Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.

Working Conditions

Professional office environment.  Overtime Required.