
Transactions Specialist - Real Estate Finance - Charlotte
Required skills
- Transactions Specialist
- Real Estate Finance
- Charlotte
- document compilation
- dating
- finalization
- uploads
- closing binder management
- custodial packages
- closing binders
Nice to have
- NetDocuments
Role summary
Winstead PC, a leading Texas-based law firm, is seeking a Transactions Specialist for its Real Estate Finance Practice Group in Charlotte. This role involves managing closing and post-closing matters, including document compilation, finalization, uploads, binder management, and coordination with deal teams. Responsibilities also include tenant estoppel and lease reviews, preparing loan summaries, and assisting with title documents. The ideal candidate will have a college degree and/or paralegal certificate, proficiency in Adobe Acrobat and MS Office Suite, and strong organizational and communication skills. Prior legal experience in a law firm is preferred.
Winstead is a leading Texas-based law firm with national practices serving clients across the country. We focus on exceeding our clients’ expectations by providing innovative solutions to their business and legal opportunities and challenges. We work as a trusted counsel to public and private companies, governments, individuals, universities, and public institutions.
Our business, transactions, and litigation practices serve key industries, including real estate, financial services, investment management and private funds, higher education and P3, airlines, healthcare and life sciences, sports business, and wealth management.
Winstead PC's Charlotte office is seeking a Transactions Specialist to join our Real Estate Finance Practice Group.
Duties and Responsibilities:
- Closing matters including document compilation, dating and finalization, uploads, and closing binder management.
- Post-closing matters including custodial packages, closing binders, mailings, and follow-up on title documents.
- Working in tandem with deal team (attorneys, paralegals, and assistants) to finalize and receive all loan documents and related diligence.
- Tenant estoppel and lease reviews.
- Assist paralegals and attorneys in preparing title documents.
- Assist with signature page preparation.
- Loan summaries and due diligence questionnaires.
- Assist with coordination of post-closing projects.
- Other duties as assigned.
Job Requirements:
- Qualified candidates will have a college degree and/or a paralegal certificate.
- 1-2 years of prior legal experience in a law firm is preferred.
- Proficiency in Adobe Acrobat for document creation, editing, and management.
- Proficiency in MS Office Suite, with a strong emphasis on MS Word and to a lesser extent Excel.
- Good working knowledge of document management systems; experience with NetDocuments is a plus.
- Strong verbal and written communication skills.
- Attention to detail and excellent organizational skills.
- Ability to adjust for competing deadlines and priorities.
- Strong interpersonal and teamwork skills with a high degree of professionalism.
- Ability to work overtime if and when required.
Winstead is an Equal Opportunity Employer. Employment decisions are made without regard to protected characteristics under applicable federal, state, or local law. The firm is committed to recruiting, hiring, developing, and retaining talented attorneys and professional staff in an inclusive and supportive workplace.
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