Equity Processor

Job Summary: The primary role of the Equity Processor is to provide efficient, customer-friendly coordination of services critical to moving equity investments through the due diligence, closing, and transition processes. The Equity Processor maintains productive relationships with internal and external stakeholders, including third-party vendors.

Essential Duties and Responsibilities:

1. Collaborates with Underwriters and attorneys to ensure efficient progression towards equity real estate investment closings.
2. Coordinates timely transitions of projects into and out of Underwriting.
3. Manages the process for obtaining third party reports and ensures efficient dissemination to the appropriate parties.
4. Tracks and documents all pre- and post-closing activities.
5. Maintains due diligence checklists.
6. Reviews, approves and maintains Due Diligence documents related to deal processing.
7. Administers due diligence conference calls with internal and external partners.
8. Manages preparation of investor-related materials for deal closings, coordinates the execution of funding requests and submits and approves invoices for payment.
9. Assists with the transition of closed equity deals into the Asset Management department.
10. Coordinates timely transition of closed equity deals into Asset Management Department by collaborating with Underwriting to complete transition memo.
11. Produces post-closing documentation.
12. Maintains business relationships with developers, attorneys, lenders, third party vendors, and other related parties.

Qualifications and Skills:

• Educational level: Associate degree or equivalent work experience
• Background in commercial real estate, commercial banking, or legal field preferred
• Strong organizational skills
• High level of detail-orientation

Key Competencies:

• Inclusion Awareness: Identifies the benefits and advantages of harnessing the collective insights from various individuals in the organization.
• Intellectual Agility: Can flex and adapt thinking skills to meet the needs of different situations and circumstances. Doesn’t limit problem solving to one approach or methodology.
• Perseverance: Accepts uncertainty by remaining focused and engaged on assignments. Looks for plausible solutions to difficult problems.
• Resource Optimization: Applies knowledge of internal structures and existing talent to accomplish a goal.
• Customer Focus: Stays ahead of customer needs and uses insight to develop new and/or modify client services.

Reporting Relationship: Reports to Manager, Equity Processing

Supervisory Relationship: None

Physical Requirements: Ability to work on a computer for extended periods of time.

Travel Required: Minimal

Benefits Offered:  Medical, Health Reimbursement Account, Flexible Spending Accounts (medical and dependent care), Dental, Vision, Life Insurance, Accidental Death & Dismemberment, Long-Term Disability, Employee Assistance Plan, Pet Insurance, Identity Theft Protection, Paid Mobile Phone Service, Unlimited PTO, Incentive Compensation, 403(b) Plan, and Profit-Sharing Plan.

Cinnaire provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, status as a Vietnam-era or disabled veteran or any other characteristic protected by law. Cinnaire complies with all applicable federal, state, and local laws, regulations and ordinances prohibiting employment discrimination. Cinnaire is committed to the full inclusion of all qualified individuals. As a part of this commitment, Cinnaire is dedicated to providing access, and reasonable accommodation in its services, programs, activities, recruitment and employment for qualified individuals with disabilities.