Paralegal - Transactional (Finance)

Posted Yesterday
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Dallas, TX, USA
In-Office
Mid level
Information Technology • Legal Tech
The Role
Provide transactional support for finance matters: manage credit facility closings, draft and review lien filings, entity and board documents, conduct due diligence and UCC/IP searches, prepare closing schedules/binders and collect signatures, and assist attorneys with research and drafting.
Summary Generated by Built In

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 is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.

This non-exempt employee will assist attorneys in accomplishing clients’ goals by using organizational, analytical and communication skills.  Position requires individual with ability to conduct legal research, manage closings and draft documents.

Essential Duties

  • Interact with finance teams and clients to facilitate all aspects of credit facility closings. 

  • Draft and review lien filings at state/county levels and review of entity formation and organizational documents (e.g., certificates of incorporation/formation, qualifications, bylaws/initial LP and LLC agreements, organizational consents, and assumed name certificates).

  • Draft transactional board consents and officer certificates. 

  • Conduct due diligence. 

  • Prepare Schedules to Credit Agreements, Security Agreements, and Information Certificates.

  • Manage closings deliveries. 

  • Prepare and update closing agendas. 

  • Conduct UCC and intellectual property lien searches and prepare summary findings. 

  • Prepare closing binders.

  • Collect signature pages, when necessary.

Other Duties

  • Assist attorneys with speeches and articles.

  • Attend CLE and courses to expand knowledge of substantive law.

  • Perform other related duties as needed or assigned.

Reporting Relationship

Reports directly to the Office Administrator, and indirectly to assigned attorneys. 

Qualifications

Knowledge/Experience:

The Paralegal should have a minimum of 3 years experience working as a Paralegal in Finance and be familiar with effective administrative processes and possess the ability to manage a multitude of tasks and deals simultaneously.  This employee should be able to work independently with minimal supervision. The Paralegal should have administrative experience related to the legal services environment. 

Skills:

The Paralegal must possess above-average writing skills and have the ability to conduct legal research and translate difficult concepts into simple terms.  This employee should also have great computer skills.

Education:

Paralegal certification from an ABA approved school or bachelor’s degree in a field related to law, administration, or liberal arts required. 

Physical Demands:

Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 75% of the time.  This position constantly operates, computers and other office productivity machines (e.g., fax machine, copier, 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

Office environment.  Overtime Required.

Skills Required

  • Minimum 3 years paralegal experience in finance/transactional matters
  • Paralegal certification from an ABA-approved school or a bachelor's degree related to law, administration, or liberal arts
  • Ability to conduct legal research and prepare clear written documents
  • Experience managing credit facility closings, UCC searches, lien filings, and preparing closing binders/schedules
  • Strong administrative skills; ability to manage multiple tasks and deals simultaneously with minimal supervision
  • Proficient computer skills and familiarity with office productivity equipment

Haynes and Boone, LLP Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Haynes and Boone, LLP and has not been reviewed or approved by Haynes and Boone, LLP.

  • Wellbeing & Lifestyle Benefits The firm’s HB Well program provides access to counseling/coaching, mindfulness and resiliency resources, and fitness discounts, with onsite amenities supporting physical health. Feedback suggests these structured wellness offerings are accessible to employees and their families.
  • Parental & Family Support Caregiver navigation support and recognition as family‑friendly signal a supportive stance for parents and caregivers. Feedback suggests inclusion networks and flexible policies help employees manage family responsibilities.
  • Career-Linked Recognition & Rewards Inclusion & Engagement efforts can earn a special annual bonus, with credited hours counting toward billable thresholds. Feedback suggests pro bono and inclusion work receive tangible recognition alongside core performance.

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The Company
HQ: Dallas, TX
1,424 Employees
Year Founded: 1924

What We Do

Haynes Boone, is an international corporate law firm with 19 offices, spanning Texas, New York, California, Charlotte, Chicago, Denver, Virginia, Washington, D.C., London, Mexico City and Shanghai, providing a full spectrum of legal services in energy, technology, financial services and private equity. With about 650 lawyers, Haynes Boone is ranked among the largest U.S.-based firms by The National Law Journal, The American Lawyer and The Lawyer. It was recognized in the BTI Consulting Group’s 2022 “A-Team” report, which identifies the law firms that in-house counsel commend for providing superior client service. The firm is also recognized as a leader in DEI initiatives. It achieved Mansfield Rule 5.0 certification in 2022 after completing a rigorous 12-month collaboration with Diversity Lab.

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