Legal Assistant/Paralegal

Job Description

Job Description

Legal Assistant – Loan Modification and Foreclosure Defense

We are a law firm seeking a reliable, organized, and client-focused Legal Assistant to help clients pursue loan modifications and other foreclosure-prevention options.

The Legal Assistant will serve as the primary liaison among clients, mortgage servicers, lenders, and other financial institutions throughout the loan-modification review process. This process is similar to the underwriting process for a mortgage purchase or refinance and requires careful document collection, organization, follow-up, and condition clearing.

Responsibilities

• Collect and review clients’ income, asset, property, and financial documents.
• Prepare loan-modification applications and supporting submission packages.
• Organize and submit documents to mortgage servicers and financial institutions.
• Review lender correspondence and identify outstanding underwriting conditions.
• Work with clients to obtain updated or missing documents.
• Follow up regularly with lenders and servicers regarding application status.
• Assist clients in responding to lender requests and clearing underwriting conditions.
• Keep clients informed regarding the status of their applications and any required next steps.
• Maintain detailed notes, task histories, deadlines, and communications in the firm’s case-management software.
• Develop professional relationships with clients and lender representatives.
• Protect confidential client information and comply with applicable laws, regulations, and firm procedures.
• Perform related administrative and legal-support duties as assigned.

Qualifications and Skills

• At least two years of experience in loan processing, mortgage servicing, loss mitigation, underwriting support, foreclosure prevention, or a comparable client-service role is preferred.
• Familiarity with mortgage documents, financial documentation, and lender underwriting requirements is strongly preferred.
• Proficiency in Microsoft Office, particularly Word and Excel.
• Excellent written and verbal communication skills.
• Strong client-service skills and the ability to communicate with clients who may be experiencing financial stress.
• Exceptional organization, follow-through, and attention to detail.
• Ability to manage multiple files, deadlines, and document requests simultaneously.
• Ability to work independently while also collaborating with attorneys and other staff members.
• Professional judgment and discretion when handling confidential financial and legal information.

Position Details

• Job Type: Full-time or Part-time
• Work Location: In person
• Experience: Two years of loan-processing and customer-service experience preferred