Responsibilities:
- Support attorneys and loan officers in the preparation, review, and organization of loan closing documents for commercial real estate transactions.
- Review and summarize title commitments, title policies, and exception documents; identify and track title and survey issues through resolution.
- Analyze ALTA surveys to confirm property descriptions and identify potential encroachments or discrepancies.
- Assist with drafting and reviewing loan documents, including promissory notes, deeds of trust, guarantees, and other related instruments.
- Coordinate due diligence activities such as ordering and reviewing UCC searches, zoning reports, certificates of insurance, and entity formation documents.
- Maintain closing checklists and monitor progress of transactions to ensure deadlines are met.
- Interface with title companies, surveyors, outside counsel, and other third-party vendors to facilitate smooth closings.
- Organize and maintain electronic and physical closing files, including post-closing documentation and tracking.
- Ensure compliance with internal policies, regulatory requirements, and best practices in commercial lending.