GENERAL DESCRIPTION OF POSITION

The Commercial Real Estate (CRE) Legal assistant will provide administrative support to commercial real estate legal counsel. The CRE Legal Assistant assists with drafting and reviewing documents, researching legal issues, and interacting with clients. The legal assistant maintains records related to pending transactions or past deals that have already closed, including records for property ownership, mortgage details, and other relevant information.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provide legal assistance and secretarial support to commercial real estate legal counsel, specifically including preparation of commercial real estate loan documents and C&I loan documents.

2. Correspond with lenders, closers/lending assistants, loan processors and title companies.

3. Draft and review contracts, such as purchase agreements, leases, loan agreements, and promissory notes.

4. Review and update client contact information in client databases such as Excel spreadsheets or Outlook contacts lists.

5. Review loan closing statements prepared by others and make recommendations.

6. Prepare loan closing packages consisting of all documentation needed to close a transaction, including title reports, surveys, environmental assessments, appraisals, loan approval letters from banks, etc.

7. Maintain real estate transaction records, including title reports, appraisals, inspection reports, surveys, tax records, and deeds.

8. Mail notices to tenants, landlords, brokers, lenders, agents, or attorneys involved in the transaction.

9. Coordinate with vendors such as attorneys, appraisers, title companies, contractors, banks, etc. on behalf of clients or employers.

10. Gain an understanding of each client's needs and objectives to provide excellent service and achieve desired results.

11. Attend various meetings, when required.

12. The ability to work in a constant state of alertness and in a safe manner.

13. Completes required BSA/AML training and other compliance training as assigned.

14. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 4 years related experience and/or training, and 12 to 18 months related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to write reports, business correspondence, and policy/procedure manuals; ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. ability to read, analyze, and understand common scientific and technical journals, financial reports, and legal documents; ability to respond to complex or difficult inquiries or complaints from customers, regulatory agencies, or members of the business community.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Advanced: Word Processing/Typing

Intermediate: 10-Key, Presentation/PowerPoint, Spreadsheet

Basic: Accounting, Alphanumeric Data Entry, Contact Management

WORKING CONDITIONS

Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.

While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds; regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and color vision.

ADDITIONAL INFORMATION

Must have the ability to prioritize tasks, work independently and meet deadlines
Must have the ability to multi-task and handle dealings with multiple priorities
Must have the ability to maintain standards, review work and coordinate activities
Must have excellent organizational, interpersonal, communication and customer service skills
Must be able to type 60 wpm and 10-key by touch
Must have strong computer skills, and be computer proficient and familiar with office equipment
Must have experience working with commercial real estate loans

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)