Related skills
salesforce excel microsoft office transaction coordination due diligence📋 Description
- Collect and prepare loan docs for CRE financing from engagement through closing.
- Review and abstract title docs including leases and title reports.
- Coordinate due diligence incl. third-party reports and inspections.
- Liaise with clients, brokers, lenders, title companies, surveyors, and agencies to meet milestones.
- Maintain electronic and physical transaction files and loan pipeline tracking.
- Prepare estoppels, SNDAs, and related docs; support lender submissions.
🎯 Requirements
- 2-5 years CRE transaction administration experience (preferred).
- Bachelor’s degree preferred in accounting, finance, CRE, or economics.
- Familiarity with CRE docs: REAs, estoppels, leases.
- Strong organizational skills and attention to detail; multitask.
- Proficiency in MS Office; ability to learn Salesforce or other CRMs.
- Experience with CoStar or similar data sources; overtime and flexible.
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