Green Card Real Estate Finance Jobs

Key Responsibilities

Transaction Management

• Manage all aspects of transaction workflow from deal inception through closing and post-closing.
• Create, maintain, and update comprehensive closing checklists for real estate finance transactions.
• Monitor critical dates, deliverables, and transaction milestones to ensure timely completion.
• Coordinate the collection, review, and distribution of transaction documents among all parties.
• Track deal status and provide regular updates to attorneys and transaction teams.

Due Diligence Coordination

• Organize and manage legal, financial, title, survey, zoning, and property due diligence materials.
• Coordinate with clients, borrowers, lenders, title companies, consultants, and other transaction parties to obtain required diligence items.
• Maintain diligence trackers and identify outstanding items requiring follow-up.
• Review diligence submissions for completeness and escalate issues to attorneys as appropriate.
• Assist in identifying and resolving diligence deficiencies prior to closing.

Closing Process Support

• Prepare and manage closing checklists and closing calendars.
• Coordinate execution and delivery of loan documents and closing deliverables.
• Facilitate communication among transaction participants to ensure satisfaction of closing conditions.
• Track closing requirements and verify completion of all pre-closing obligations.
• Assist attorneys with preparation for closing calls and closing logistics.
• Coordinate with closing binder specialist for post-closing deliverables and maintenance of complete transaction records.

Client and Team Coordination

• Serve as a central point of contact for transaction-related communications.
• Schedule transaction meetings, diligence calls, and closing discussions.
• Foster effective communication among internal and external stakeholders.
• Work closely with team members post-closing for timely delivery of closing binders.

Process Improvement

• Develop and maintain standardized transaction management procedures and templates.
• Recommend improvements to diligence tracking, document management, and closing processes.
• Assist with implementation and optimization of legal technology and transaction management platforms.

Education

Bachelor's degree required.

Experience

Experience supporting commercial mortgage, construction loan, or other real estate finance transactions preferred. Prior experience in a law firm, title company, lender, or commercial real estate environment preferred.

Knowledge and Skills

• Exceptional organizational and project management skills.
• Ability to manage multiple transactions and competing deadlines simultaneously.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite, and document management systems.
• High attention to detail and problem-solving capabilities.
• Ability to work independently while collaborating effectively with attorneys and clients.

Core Competencies

• Transaction Management
• Due Diligence Coordination
• Closing Administration
• Project Planning and Organization
• Risk Identification and Escalation
• Process Improvement
• Client Service Excellence
• Time Management
• Attention to Detail

Success Metrics

• Timely completion of transaction milestones and closings.
• Accuracy and completeness of closing checklists and diligence tracking.
• Reduction of closing delays and unresolved diligence issues.
• Attorney and client satisfaction.
• Effective management of multiple concurrent transactions.
• Quality and consistency of transaction reporting and documentation.

This position plays a critical role in helping attorneys efficiently manage complex real estate finance transactions while ensuring a smooth and organized path to closing.