Finance Paralegal at Tustin Recruiting

We are looking for a meticulous and organized Finance Paralegal to join our client’s team in Irvine, CA. This on-site position is ideal for a skilled paralegal with a background in finance-related legal documentation who is ready to transition into a finance company specializing in heavy document work. Your expertise in managing contracts and ensuring compliance will play a critical role in supporting the efficiency of commercial equipment lease and loan transactions.

Key Responsibilities

• Manage the entire contract process, from origination to funding, ensuring smooth and timely completion.
• Draft, review, and finalize lease and loan documentation with precision to ensure compliance with company policies.
• Handle UCC filings, resolve conflicts, and secure necessary agreements to facilitate transactions.
• Verify, track, and reconcile vendor invoices and proof of payments to ensure accurate records.
• Collaborate with internal teams, including sales, accounting, and operations, to streamline transaction workflows.
• Communicate effectively with clients, vendors, and third-party service providers to manage equipment titling and documentation requirements.
• Maintain detailed transaction records and regularly update the CRM system to reflect progress.
• Monitor insurance certificates to ensure all transaction requirements are met.

Qualifications

• Bachelor’s degree or equivalent experience in paralegal or contract administration roles, with a focus on finance or commercial transactions.
• Exceptional attention to detail and strong organizational skills.
• Familiarity with UCC filings and lien searches is highly preferred.
• Outstanding communication and client service abilities.
• Proficiency in CRM platforms and Microsoft Office Suite.

Benefits

• Competitive salary to match your expertise and contributions.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with a generous company match.
• Paid time off and recognition of company holidays.
• Employee Stock Ownership Plan (ESOP) for long-term equity growth.
• Ongoing training and professional development opportunities to support your career advancement.

This role offers a unique opportunity for a finance paralegal to leverage their skills in a dynamic financial environment. Join a team where your attention to detail and legal expertise will drive transaction success and client satisfaction.