Paralegal
Current● Prepare factoring and finance agreements, amendments, security agreements, and any other necessary ancillary documents to manage client files.● Perform due diligence searches using tools such as Thomson Reuters CLEAR, TLO, TransUnion, Secretary of State, USPTO, CSC, and Tax Guard.● Submit UCC filings via the CSC website, oversee these filings, and make amendments, continuations, or terminations as required.● Keep track of deadlines and alerts on UCCs, corporate filings, and tax… Show more ● Prepare factoring and finance agreements, amendments, security agreements, and any other necessary ancillary documents to manage client files.● Perform due diligence searches using tools such as Thomson Reuters CLEAR, TLO, TransUnion, Secretary of State, USPTO, CSC, and Tax Guard.● Submit UCC filings via the CSC website, oversee these filings, and make amendments, continuations, or terminations as required.● Keep track of deadlines and alerts on UCCs, corporate filings, and tax liabilities; follow up with account executives on any outstanding issues.● Collaborate with outside counsel as needed to assist with document preparation.● Assemble closing document sets once a deal is ready to finalize, and facilitate closings with clients, ensuring all documents are executed and notarized.● Use a data management system (Quickbase) to maintain a detailed and current checklist of all client documents and matters. Show less