Primary Duties and Responsibilities
- Assist with preparing and reviewing closing documents for commercial and residential real estate purchase and sale transactions.
- Aid in preparing and reviewing loan documents, including UCC Financing Statements.
- Coordinate closings for commercial and residential real estate transactions by maintaining a closing checklist, preparing and distributing signature page packages, reviewing settlement statements, and coordinating with various transaction parties as necessary.
- Order and review title and survey documents (including title exceptions), prepare title and survey objection letters, and create title/survey memoranda and escrow closing letters.
- Order and collect typical legal due diligence items for sale and loan transactions, including zoning/governmental compliance letters, UCC/judgment searches, entity authority documents, good standing certificates, and estoppel letters from lienholders, tenants, and other parties involved in declarations, easements, and similar agreements.
- Order, review, and abstract UCC/judgment/lien search results.
- Obtain and review zoning reports and conduct relevant zoning analyses.
- Conduct lease reviews and prepare lease abstracts.
- Manage the filing and recording of documents.
- Prepare closing binders and address post-closing matters.
Requirements
- A bachelor's degree and at least 5 years of related experience, or an equivalent combination of education and experience, is required.
- Strong title and survey skills, advanced technical skills, and excellent oral and written communication abilities are necessary.
- Must demonstrate keen attention to detail.
- Ability to manage multiple projects simultaneously under tight deadlines.
- Capability to handle various tasks without error, set priorities, and accommodate rush requests.
- Knowledge of legal terms and matters to ensure that submitted forms include all necessary related parties.
- Strong analytical, evaluative, and problem-solving skills with great attention to detail.
- Superior communication and customer service skills, demonstrating courtesy and diplomacy.
- Ability to think creatively about new solutions and implement best practices.
- Generally, core working hours are from 9:00 am to 5:30 pm, with the flexibility to work overtime as needed.
- Physical attendance and punctuality at the workplace are required.