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.