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Corporate Finance Paralegal

AMS Staffing, Inc.
Chicago, IL
  • Posted: over a month ago
  • Full-Time
Job Description

Please send your resume in WORD format should you be interested in the followingCorporate Finance Paralegal position located in Chicago, IL. This is a full-time, direct-hire position with a $100K - $120K + awesome benefits. If you are not interested in this position, please pass onto colleagues/associates as we do offer referral fees should they be hired.

Job Title: Corporate Finance Paralegal

Location: Chicago, IL

Work Environment: Hybrid (3 days in office/ 2 days WFH - client is re-evaluating late March so could change)

Salary:$100K - $120K

Degree required: Preferred


3rd Party C2C/Transfer:No

Referral Fee: $500 -Refer qualified colleague, friends, or family.

Please reply with an updated resume in Microsoft Word format

Candidates MUST have 10+ years of solid experience as a Finance Paralegal involving transactional and corporate securities matters required.


Duties and Responsibilities:


Develop and conduct research related to transactions and filings through both print and electronic sources

Develop physical and virtual data rooms; manage data in Vedder Connect and related applications

Preliminary organization of records and documents

Work with Accounting to manage corporate services vendors, post-completion billing and vendor invoice management

Work with Corporate Services Team to manage client information in Corporate Focus

Finance and Transactions

  • Create and update checklists (check in new documents, change status, etc.)
  • Draft transactional documents including resolutions, contracts, leases, agreements, opinions, allonges, joinders, Secretary's certificates, Incumbency certificates, and other legal documents relating to loan parties
  • Run, order and analyze minutes and summarize UCC, state and federal lien, judgment, litigation, and bankruptcy searches
  • Prepare and file various UCC financing statements (UCC-1, Fixture, Amendments, Continuation, and Terminations) for the purpose of securing loans, including notes, mortgages
  • Review and analyze the sufficiency of documentation
  • Order good standing certifications and certified charters
  • Manage, review and organize due diligence materials
  • Prepare and submit 8821 form and W-9 form to IRS
  • Create signature packets and coordinate their execution (both original and PDF) by multiple parties; Prepare and circulate closing documents to all parties for their review and comments
  • Prepare, obtain, and organize required closing certificates and related documents for pre-closing
  • Assemble fully executed closing documents (both original and PDF) with related exhibits, schedules, and attachments
  • Order to obtain post- closing UCC Search to Reflect
  • Prepare transmittal letters and coordinate the delivery of the Notes, lntercreditor Agreements, and Deposit Accounts Control Agreements to loan parties
  • Manage/oversee the creation of transactional closing sets or binders and CDs (electronic format) and distribute to appropriate parties
  • Manage the post-closing database to manage post-closing matters and create email reminders
  • Interact and coordinate with various service companies
  • Assist the attorneys with various tasks and assignments
  • Recognize and resolve problems

Merger and Acquisition

  • Forward to the Corporate Services Team formation documents, registrations, resolutions and other corporate documents as noted below for inclusion in the minute book and other corporate records
  • Prepare withdrawal and qualification documents in accordance with all state, local, and federal laws and regulations for conducting business
  • Prepare stock certificates, legend, and back sheet
  • Draft shareholder and board consents
  • Draft and file amendment certificates for corporation or Limited Liability Companies
  • Prepare and draft merger or purchase agreements
  • Prepare and draft disclosure schedules

Entity Formation

  • Draft organizational, incorporation, and formation documents such as Articles of Organization, Operating Agreement, Consents, qualification documents
  • Conduct name availability and reserve entity name if required
  • Draft Subscription Agreements, Stock certificates, stock powers and related documents
  • Prepare SS-4 form and apply for Employer ID Number
  • Coordinate execution of consent forms for using service companies as Registered Agent

Skills & Competencies:

  • Strong research and writing skills
  • Willingness and flexibility to work overtime
  • Ability to multi-task
  • Ability to work under pressure on time-sensitive projects


  • Bachelor's degree preferred
  • ABA-approved paralegal certificate is preferred
  • At least 10 years of paralegal or related experience involving transactional and corporate securities matters required
  • Position also requires the ability to work under pressure to meet strict deadlines




AMS Staffing, Inc.


Chicago, IL



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