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Odyssey Information Services

Odyssey Information Services

via LinkedIn

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Documentation Specialist, Automation

Charlotte, NC
Full-time
Posted 12/6/2025
Verified Source
Key Skills:
Microsoft Word advanced formatting
Document automation (Contract Express, HotDocs)
Document management systems (NetDocuments)
Legal document preparation
Proofreading and editing
Project management

Compensation

Salary Range

$45K - 65K a year

Responsibilities

Prepare and automate complex legal transactional documents while supporting attorneys and staff with document management and troubleshooting.

Requirements

Experience in legal transactional document processing with advanced Microsoft Word skills and familiarity with document automation tools and management systems.

Full Description

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 • Experience in a legal environment, ideally within real estate finance or transactional law • Advanced proficiency in Microsoft Word, including track changes, advanced formatting, and template creation • Hands-on experience with Contract Express, HotDocs, or similar document automation tools • Familiarity with document management systems (NetDocuments preferred) • Strong organizational and project-management skills with the ability to handle multiple deadlines in a high-volume setting • Exceptional attention to detail and ability to work independently or collaboratively • Excellent written and verbal communication skills • Ability to quickly learn new software and adapt to evolving workflows

This job posting was last updated on 12/9/2025

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