Added
15 days ago
Type
Full time
Salary
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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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