Loan & Administrative Assistant - Georgetown DC

About The Bernstein Companies

The Bernstein Companies ("TBC")is a fourth generation, family-owned commercial real estate firm founded in Washington, DC in 1933. Today, TBC is a vertically integrated owner, developer and operator across multifamily, hospitality and office, with more than $4 billion in transaction history and a $3 billion plus tax credit platform. Our work ranges from historic adaptive reuse and value add investments to the development of new investment platforms.

The Opportunity

We are looking for an exceptionally organized, detail oriented professional who wants the opportunity to learn how a sophisticated real estate business operates from the inside.

This is a broad based role supporting our Vice President of Finance and Administration and our Office Management function, with responsibilities divided approximately equally between loan administration and office management support. The role provides hands on exposure to loans, closings, lender requirements, recurring reporting and document management, while also helping ensure that the day to day operations of our corporate office run smoothly.

Prior real estate experience is not required. Experience in a bank, financial institution or other back office environment supporting loans, documentation or similarly detailed financial processes would be particularly relevant. We are looking for someone who is comfortable with numbers and Excel, highly accurate, and interested in learning the real estate and loan administration aspects of the role.

Just as important, this role requires someone who thinks beyond the task in front of them. The right person notices what is missing, considers what needs to happen next, follows up without waiting to be reminded and takes ownership of moving work through completion. This is a role for someone who can keep multiple responsibilities moving at once, balance competing priorities and deadlines, and remain highly accurate while doing so.

What You'll Do

Loan Administration

• Manage loan and transaction checklists, track responsibilities and deadlines, and follow up on outstanding items.
• Order and coordinate third party reports, including title reports, property surveys, physical condition reports, environmental reports, zoning letters and related materials; coordinate questions and responses among lenders, attorneys, report providers and internal team members.
• Maintain internal loan tracking information, including recurring updates to loan balances and interest rates.
• Track monthly, quarterly and annual property reporting due to lenders; coordinate with internal teams on upcoming and past due requirements, review materials for completeness and serve as an initial point of contact for lender questions and requests.
• Participate in loan closing calls, maintain action item lists and follow up with internal and external parties to keep matters moving.
• Organize, label, save and maintain closing and final loan documents using consistent document management practices.
• Track real estate tax appeal activity, coordinate annual authorizations, process related invoices and maintain current status information.
• Coordinate signatures, document delivery and other time sensitive closing or loan administration needs.

Office Management & Administrative Support

• Support the Office Management function with recurring administrative and operational needs of the corporate office.
• Assist in managing office supplies stored in multiple locations throughout the office by regularly checking inventory and proactively ordering and restocking items before supplies run out.
• Manage office related invoices, including organizing and preparing invoices for payment and applying appropriate coding.
• Scan, organize, retain and retrieve documents and maintain orderly electronic and physical records.
• Support one time projects and special assignments for Office Management.
• Manage the corporate voicemail system, including checking messages, researching or identifying caller needs when necessary and routing messages to the appropriate person.
• Provide backup support for outgoing FedEx, certified mail and other time sensitive document or package delivery needs.

Provide other office management and administrative support as needs arise

Benefits

TBC offers a comprehensive benefits package to eligible employees, including:

• Medical, dental and vision coverage
• 401(k) retirement plan with Company contribution
• Employer provided life and disability coverage
• Paid time off and Company holidays
• Pay Range $62,000 - $68,000

What We're Looking For

• Bachelor's degree or equivalent relevant experience; a business, finance or real estate degree is not required.
• Approximately 1 to 3 years of professional experience preferred.
• Experience in a bank, financial institution or other back office setting involving loans, financial documentation, reporting or detailed administrative processes is preferred.
• Proficiency in Microsoft Excel and comfort working in spreadsheets and with detailed numerical and financial information. Specific Excel functions required for the role will be confirmed.
• Strong proficiency with Microsoft Office and the ability to learn new systems and processes quickly.
• Highly organized and detail oriented, able to manage multiple priorities and deadlines while maintaining accuracy.
• Proactive with strong follow through, anticipating next steps, identifying what is missing and taking ownership through completion.
• Strong written and verbal communication skills, with confidence communicating by phone and email with internal and external contacts.

Sound judgment, reliability and discretion, particularly when handling confidential information

Equal Employment Opportunity

The Bernstein Companies is an equal opportunity employer. Employment decisions are made without regard to any characteristic protected by applicable federal, state or local law. Reasonable accommodations are available for applicants and employees as required by applicable law.