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Protective Life

Life insurance, retirement planning, practice management

Senior Commercial Real Estate Legal Assistant

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeBirmingham, AL, USA$52k - $60k /yrHybrid

About the Job

Requirements

  • Excellent administrative skills, including proficiency with Microsoft Word and Adobe for Windows.
  • Knowledge of commercial mortgage loan transactions and/or four or more years of legal assistant or paralegal experience concentrating in commercial real estate.
  • A bachelor's degree and/or legal certification.
  • Ability to perform a variety of tasks simultaneously using independent judgment, discretion, and analytical skills.
  • Ability to analyze due diligence items and determine compliance with loan commitment.
  • Ability to recognize and solve problems independently when appropriate and to ask for help when necessary.
  • Ability to analyze situations and prioritize the most urgent and important projects.
  • Strong organizational skills and the ability to be efficient, detail-oriented, dependable, and self-motivated.
  • Excellent written and oral communication skills and strong interpersonal skills, including courteousness and diplomacy.

Responsibilities

  • Receive and distribute incoming due diligence items for loan closings.
  • Log received items on checklists, review and analyze items for compliance with loan commitments for attorney review, and note comments on checklists.
  • Distribute items for review by underwriters, in-house attorneys, outside attorneys, and others; assist in-house attorneys in compiling data and due diligence items for further analysis.
  • Communicate with mortgage bankers, borrowers, outside attorneys, and others regarding outstanding items.
  • Coordinate and document loan closings.
  • Coordinate with in-house and outside attorneys, borrower’s attorneys, title agents, the Company’s cash management division, and Corporate Accounting to document disbursement and receipt of loan proceeds and ensure proper loan accounting, including assignment to the appropriate line of business.
  • Input data regarding closed loans into the pipeline database.
  • Create and maintain permanent files.
  • Follow up on outstanding documentation for closed loans, including reviewing title insurance policies.
  • Coordinate commitment fee refunds with the in-house attorney and loan production staff.
  • Prepare correspondence and handle heavy telephone and email communication.
  • Provide data to in-house servicing personnel and outside servicers as needed.
  • Perform other duties as assigned.

About the Company

Protective Life

Life insurance, retirement planning, practice management

Protective Life offers life insurance, retirement planning, and practice management tools to help individuals protect assets and plan for the future. Its products work through multiple channels: life insurance policies for individuals, retirement guides and planning services, and subscription-based practice management software used by financial advisors and insurance agents. The company distributes policies and services via B2B partnerships with advisors and directly to consumers online. It differentiates itself with strong customer service and educational resources, plus training and support for financial professionals to help them serve clients effectively. The goal is to help clients achieve financial security and peace of mind by combining protection, planning, and professional support.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Homewood, AL
Founded
1842

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