Real Estate Finance Project Manager

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.