---
title: 'Commercial Real Estate Legal Assistant (Hybrid Birmingham, Alabama) at Protective'
canonical: 'https://feeny.ai/job/commercial-real-estate-legal-assistant-hybrid-birmingham-alabama-protective-p4qgzbw9a5dy'
type: 'job'
last_seen: '2026-09-09'
---

# Commercial Real Estate Legal Assistant (Hybrid Birmingham, Alabama) at Protective

- **Company:** Protective
- **Location:** Birmingham, AL
- **Compensation:** $52k–$60k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-09-09
- **Apply:** https://jobs.lever.co/protective/ea69ac1e-a88c-4a88-ac9d-9d0f8f7b7f21

## Job description

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Basic Purpose and Objective of the Position:

Assists Investment Department's commercial mortgage loan attorneys in all phases of commercial mortgage lending.

***This position will be titled Legal Support II within the organization. ***

## Key Responsibilities

- Receives and distributes incoming due diligence items for loan closings.
- Logs in items on checklist as received, reviews and analyzes items for compliance with loan commitment for attorney’s review and notes comments on checklist.
- Distributes items for review by underwriter, in-house attorney, outside attorney and others. Assists in-house attorneys in compiling data and due diligence items for further analysis by attorneys.
- Communicates with mortgage bankers, borrowers, outside attorneys and others regarding outstanding items.
- Coordinates and documents loan closings.
- Coordinates with in-house and outside attorneys, borrower's attorney and title agents, the Company's cash management division and Corporate Accounting to properly document disbursement and receipt of loan proceeds and the proper accounting for the loan (including assignment of loan to the appropriate line of business).
- Inputs data regarding closed loans into the pipeline database.
- Creates and maintains permanent files.
- Follows-up on outstanding documentation for closed loans, including review of title insurance policies.
- Coordinates refund of commitment fee with in-house attorney and loan production staff.
- Prepares correspondence and handles heavy telephone and e-mail communication.
- Provides data to in-house servicing personnel and outside servicers, as needed.

Knowledge/Experience/Education/Training: Excellent administrative skills including proficiency with Microsoft Word and Adobe for Windows.

Knowledge of commercial mortgage loan transactions and/or five or more years of legal assistant or paralegal experience concentrating in commercial real estate.

Abilities: Must have exceptional organizational skills and be efficient, detail-oriented, dependable and self-motivated.   Must have excellent written and oral communication skills and strong interpersonal skills.  Must have the ability to perform a variety of tasks simultaneously using independent judgment, discretion and analytical skills.

Contact with others: High level of interpersonal skills required (including effective communication skills, courteousness and diplomacy).

Analytical ability required: Ability to analyze due diligence items and determine compliance with loan commitment. Ability to recognize and solve problems independently when appropriate and to ask for help when necessary. Ability to analyze situations and give priority to most urgent and important projects.

## #LI-VD1

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Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability: If you require an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.

## About Protective

## Company Overview
- **One-liner**: Protective is a financial services company providing life insurance, retirement solutions, employee benefits, and asset protection products to individuals and businesses.
- **Entity Type**: Private (Subsidiary of Dai-ichi Life Holdings, Inc., TSE:8750)
- **Headquarters**: Birmingham, Alabama, United States
- **Founded**: 1907
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Insurance (Life, Annuity, Asset Protection, Employee Benefits)
- **Target customers**: B2C (individuals) and B2B (employers, partners)
- **Mission or purpose statement**: "To help everyone deserve confidence through life's moments — big, small and everything in between." [protective.com](https://www.protective.com/about-us)

## Products & Services
- **[Life Insurance]**: Offers term life, whole life, and universal life policies for individuals and families.
- **[Retirement Solutions]**: Fixed and variable annuities, retirement income planning products.
- **[Asset Protection]**: Commercial mortgage investments, structured settlements, and stable value products via Protective Asset Division.
- **[Employee Benefits]**: Group life, disability, and other workplace benefit programs for employers.
- **[Acquisitions & Stable Value]**: Manages and acquires in-force blocks of life insurance and annuity policies.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (subsidiary of Dai-ichi Life Holdings, TSE:8750)
- **Key Metric**: $6.4B annual revenue (PLICO financials) [wellfound.com](https://linkedin.com/company/protective-life)
- **Total Assets**: $142 billion as of December 31, 2025 [protective.com](https://investor.protective.com/Company-Overview/default.aspx)
- **Net Income**: $389 million USD (2024) [linkedin.com](https://linkedin.com/company/protective-life)
- **Notable Investors/Partners**: Parent company Dai-ichi Life Holdings (Japan), one of the largest life insurers globally.
- **Growth Signals**: 
  - Over 14.4 million customers served.
  - 61 acquisitions in company history. [protective.com](https://investor.protective.com/Company-Overview/default.aspx)
  - ~32 million policies and contracts in force.
  - $1 trillion life insurance in force.
  - 3,800+ employees as of Jan 1, 2026 (up from 3,800 reported in 2023).
  - Fastest growing core site in the greater Cincinnati area. [protective.com](https://www.protective.com/about-us/careers)

## Competitive Advantages
- **115+ Years of Stability**: Founded in 1907, the company has a long track record of financial strength and reliability.
- **Parent Backing**: As part of Dai-ichi Life Group, a global top-tier insurer, Protective has access to significant capital and a long-term strategic focus.
- **Diversified Portfolio**: Multiple business segments (Protection, Retirement, Asset Protection, Acquisitions) create revenue stability and cross-selling opportunities.
- **Strong Financial Ratings**: A focus on conservative risk management and a large asset base ($142B) provides market confidence.
- **Scale and Distribution**: A massive in-force block ($1T life insurance) and a large, established customer base.

## Strategic Focus
- **Organic & Inorganic Growth**: Continues to acquire blocks of policies and companies (61 in history) while expanding its core product lines.
- **Virtual Workforce Expansion**: More than half of employees are now remote, signaling a commitment to a flexible, distributed workforce. [protective.com](https://www.protective.com/about-us/careers)
- **Digital Transformation**: Investments in technology and data to improve customer experience and operational efficiency.
- **Talent Development**: Strong focus on internal mobility, continuous learning, and career enrichment programs.

## Why Work Here
- **Culture**: Emphasizes a "protector" mindset, focusing on service to customers, colleagues, and communities. Recognized for workplace engagement and inclusivity. [protective.com](https://www.protective.com/about-us/careers)
- **Hybrid/Remote Work**: Over 50% of the workforce is remote/virtual. Three core sites in Birmingham (HQ), Greater Cincinnati, and St. Louis offer hybrid options. [protective.com](https://www.protective.com/about-us/careers)
- **Benefits**: Comprehensive package including medical/dental/vision with HSA/FSA, a pension plan funded by the company, 401(k) with employer match, paid time off, paid parental leave, short- and long-term disability, adoption assistance, and life insurance. [protective.com](https://www.protective.com/about-us/careers)
- **Career Development**: Company-sponsored education courses, tuition reimbursement, scholarship opportunities for dependents, and a semi-annual "Pulse Survey" to shape culture and learning opportunities. [protective.com](https://www.protective.com/about-us/careers)
- **Notable Perk**: Pension plan remains a differentiator in the current job market.

## Sources
1. [protective.com - Company Overview](https://www.protective.com/about-us)
2. [protective.com - Careers Page](https://www.protective.com/about-us/careers)
3. [investor.protective.com - Company Overview](https://investor.protective.com/Company-Overview/default.aspx)
4. [linkedin.com - Protective Life](https://linkedin.com/company/protective-life)
5. [jobs.lever.co/protective - Job Listings](https://jobs.lever.co/protective)

## Other roles at Protective

- [2027 Actuarial Summer Internship Program](https://feeny.ai/job/2027-actuarial-summer-internship-program-protective-birmingham-6yfqs6xv0apg) — Birmingham, AL
- [2027 Business Analytics Summer Internship](https://feeny.ai/job/2027-business-analytics-summer-internship-protective-birmingham-qyr213smb8pz) — Birmingham, AL
- [Installation Technician- StarGard](https://feeny.ai/job/installation-technician-stargard-protective-los-angeles-brgqd300jmkv) — Los Angeles, CA
- [Regional Finance & Insurance Performance Manager](https://feeny.ai/job/regional-finance-insurance-performance-manager-protective-california-z7skhck3jka0) — California
- [Customer Service Specialist](https://feeny.ai/job/customer-service-specialist-protective-chesterfield-1jrhtr6y1a6k) — Chesterfield, MO
- [Customer Service Specialist- Bilingual](https://feeny.ai/job/customer-service-specialist-bilingual-protective-remote-hqk4bq4v4r1d)
- [Senior Associate- Product & Channel Marketing (Remote)](https://feeny.ai/job/senior-associate-product-channel-marketing-remote-protective-remote-xnh717pay7fm)
- [Senior Sales Consultant – Inside Sales](https://feeny.ai/job/senior-sales-consultant-inside-sales-protective-remote-zpt9wapz8qby)
- [Customer Experience Advocate](https://feeny.ai/job/customer-experience-advocate-protective-nebraska-1zf6rtw0mf9b) — Nebraska
- [Associate Counsel](https://feeny.ai/job/associate-counsel-protective-birmingham-20atjpf6dqp6) — Birmingham, AL