Legal Documentation Specialist at Tustin Recruiting

We are seeking a highly skilled Legal Documentation Specialist to join a leading finance company based in Anaheim Hills, CA. This on-site role is perfect for a detail-oriented professional with a background in legal and financial documentation who thrives on managing complex processes. With a competitive salary range of $90,000 to $100,000, this position offers a unique opportunity to make an impact in a dynamic and growing organization.

Key Responsibilities

• Oversee the end-to-end documentation process for commercial equipment lease and loan transactions, ensuring all records are accurate and compliant.
• Draft, review, and finalize contracts, leases, and financial agreements with precision and attention to detail.
• Manage Uniform Commercial Code (UCC) filings, resolve any discrepancies, and secure required legal agreements.
• Track and reconcile vendor invoices and proof of payments to support transaction accuracy.
• Collaborate with internal teams across sales, accounting, and operations to facilitate seamless transaction workflows.
• Serve as the primary point of contact for external stakeholders, including clients, vendors, and service providers, regarding documentation and titling requirements.
• Maintain up-to-date and organized transaction records in the CRM system to ensure data accuracy and accessibility.
• Monitor and manage insurance certifications to align with transaction requirements.

Qualifications

• Bachelor’s degree or equivalent experience in paralegal, contract administration, or a related role with a focus on finance or legal processes.
• Strong attention to detail and exceptional organizational skills.
• Prior experience with UCC filings and lien searches is highly desirable.
• Excellent written and verbal communication skills to manage client and stakeholder interactions.
• Proficiency in CRM platforms and Microsoft Office Suite, with a strong aptitude for learning new tools and systems.

Compensation and Benefits

• Competitive salary ranging from $90,000 to $100,000 annually, depending on experience.
• Comprehensive health, dental, and vision insurance to support your well-being.
• 401(k) retirement plan with a company match for financial security.
• Generous paid time off and company-recognized holidays.
• Employee Stock Ownership Plan (ESOP) to help build long-term equity.
• Access to training and professional development programs to further your career growth.

This role is ideal for someone looking to transition their legal expertise into a finance-driven environment. Join a company that values precision, collaboration, and innovation in delivering exceptional client experiences.