Real Estate Paralegal

Real Estate Paralegal

Amy V. Cofield, Attorney-at-Law is seeking a detail-oriented and highly organized Real Estate Paralegal to support residential real estate transactions from contract inception through post-closing activities. The ideal candidate has experience independently managing multiple closing files simultaneously, communicating effectively with clients, industry professionals, and firm staff, and ensuring every transaction is completed in a professional, accurate, efficient, and timely manner.

Key Responsibilities

Real Estate Closing Management

• Open, organize, and manage real estate closing files from intake through post-closing.
• Maintain accurate file records, checklists, timelines, and transaction milestones.
• Monitor critical deadlines and ensure all closing requirements are met in a timely manner.

Title Review & Due Diligence

• Coordinate title searches and examinations.
• Order and review title commitments, surveys, tax certifications, HOA estoppels, and lien or judgment searches.
• Identify title defects, curative issues, and other matters requiring attorney review.

Transaction Coordination

• Serve as a primary point of contact for buyers, sellers, real estate agents, lenders, and title underwriters.
• Coordinate the collection of required documents and information from all parties.
• Obtain and review loan packages, lender instructions, and closing requirements.

Document Preparation

• Prepare routine closing documents for attorney review, including deeds, affidavits, borrower documents, seller documents, and lender-required forms.
• Ensure all documentation is accurate and complete prior to closing.

Settlement Statements & Closing Figures

• Prepare and reconcile Closing Disclosures (CDs), ALTA Settlement Statements, and related closing documents.
• Verify the accuracy of all fees, prorations, payoffs, and lender figures.
• Coordinate final approvals and closing numbers with all parties.

Payoffs & Disbursements

• Order and verify mortgage, tax, HOA, and other payoff statements.
• Prepare checks, wires, and disbursement packages in accordance with trust accounting procedures and firm policies.

Closing & Post-Closing Activities

• Schedule closings and coordinate signing logistics, including remote and mail-away closings.
• Record all necessary closing documents and monitor recording confirmations.
• Prepare final title policies and closing packages for delivery to clients, lenders, and other parties.
• Complete all post-closing requirements and file closeout procedures.

Compliance & Client Service

• Maintain strict confidentiality and protect sensitive client information.
• Ensure compliance with firm policies, lender requirements, title underwriting standards, and applicable laws and regulations.
• Provide exceptional customer service through timely, professional, and courteous communication.
• Escalate legal questions and complex issues to the attorney as appropriate.

Technology & Process Improvement

• Maintain accurate data entry and electronic file management.
• Utilize firm-approved software and technology platforms to manage transactions efficiently, including Microsoft Office, Qualia, and Clio.
• Identify opportunities to improve processes and enhance the client experience.

Required Qualifications

• Minimum of 5 years of experience managing residential real estate closings from contract inception through post-closing activities.
• Demonstrated ability to independently manage a high-volume real estate closing caseload.