Documentation Specialist, Automation

We are seeking an experienced Word Processor to join our Charlotte office. This role provides high-level document production support with a strong emphasis on document automation for complex transactional matters.

Key Responsibilities

• Prepare, edit, and format a wide range of legal transactional documents, including loan agreements, closing binders, and financing documents
• Design, update, and maintain automated document templates using Microsoft Word and related platforms
• Partner with attorneys, paralegals, and staff to implement automation solutions that streamline workflow and improve efficiency
• Maintain strict confidentiality and adhere to all data security standards
• Proofread documents for grammar, typography, consistency, and formatting accuracy
• Troubleshoot document-related issues and provide technical support as needed

Qualifications