What are the responsibilities and job description for the Due Diligence Coordinator position at Advantage Capital?
Job Description
The Due Diligence Coordinator will provide support to our federal affordable housing team. Primary duties include but are not limited to attending closing calls, providing accurate notes, creating and organizing electronic files, reviewing documents for completeness, and some document preparation.
This position is in Clayton, MO. However, for the right candidate, we will consider alternate locations. We welcome and desire candidates from all backgrounds to apply. However, candidates with experience in a support role for multi-family, affordable housing, or commercial real estate transactions, or as a paralegal, are preferred.
Job Responsibilities:
- Locate and organize project due diligence (electronic) and maintain the files on approved systems.
- Attend closing calls, maintain checklists, and manage the closing process for the team.
- Create, update, and deliver relevant transaction documents to internal and external parties as instructed, including obtaining authorized signatures where required.
- Prepare closing binders and post final documents in accordance with record retention procedures.
- Coordinate 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.
- Coordinate corporate reporting items with other departments.
- Coordinate opening of entity bank accounts with accounting department.
- Populate online portals for financial partners.
Qualifications:
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to prioritize workload and meet deadlines.
- Proficiency with standard business software, including document retention and storage solutions (SharePoint, Dropbox, ShareFile, etc.)
- Team player that maintains a positive attitude, strong work ethic, and self-motivation.
Education Requirements:
- Associates Degree in related field preferred but not required.
- 3 years legal or corporate experience preferred but not required.
- Paralegal certification helpful but not required.
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