Support Investments and Closing Team by securing detailed third-party expenses [increase accuracy of closing cost estimate and efficiency of negotiations]
Assist with process improvement goals, including more consistent legal services and reduction in third party expenses
Coordination and data entry related to DealPath software
Streamlined status updates and consistent document filing
Assist acquisition and disposition closers with administrative tasks
Scope of Duties
Acquisition – LOI Stage:
Secure proposals/quotes from third party vendors (upload cost and party information to DealPath)
Secure and deliver site contacts for vendors
Work with title company to deliver customs and fee splits to Investments Team for LOIs
Request and track legal fee quotes (upload information to DealPath)
Assist Investment Team with compiling third party costs for C/M approvals
Assist/draft Deal Intake Form for legal counsel
Acquisition – Due Diligence/Closing Stage:
Secure proposals for appraisal reports
Assist closers on getting signature pages signed and sent to title company
Acquisition – Post-Closing:
File closing documents and third-party reports in appropriate locations and upload documents to Dealpath
Load information into DP for post-closing follow-up
Follow up on missing closing documents
Track and follow up on receipt of final title policies
Initial review of appraisal
Appraisal- follow up for completion/certification/filing
Yardi/TopSheet completion
Qualifications
Bachelor’s Degree preferred
No less than 1 year of work experience in real estate related field (commercial real estate preferred)
Must be able to be in the office in Princeton 4 days/week
