Due Diligence Coordinator

Job Responsibilities

• Retrieve and organize project due diligence (electronic), maintain the files
• Attend closing calls when asked, maintain checklists and tracking for the team
• Prepare closing binders per underwriter instructions
• Cook up signatures for transaction documents and distribution per supervisor instructions
• Corporate entity formation and maintenance, including SOS filings, document drafting, applying for EINs, and obtaining Good Standing Certificates
• Draft and compile resolutions, incumbency certificates, no change certificates, etc.
• Cook up corporate reporting items with other departments
• Cook up opening of entity bank accounts with accounting department
• Populate online portals for financial partners
• Manage draft loan documents for commercial loan closings
• Manage UCC Terminations

Qualifications

• Excellent verbal and written communication skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Works well in a team setting
• Strong analytical and problem-solving skills
• Ability to maintain confidentiality, and to exercise discretion and good judgment
• Proficient with Microsoft Office Suite or related software

Education Requirements

• Associates Degree in related field preferred but not required
• Three (3) plus years legal or corporate experience preferred but not required
• Paralegal certification helpful but not required
• Commercial real estate transaction or loan closing experience a plus