Performs real estate investment support duties as assigned by manager, real estate investment professionals, and/or project manager(s) including but not limited to real estate investment reporting, projects, managing and tracking documents and alerting interested parties of delays or issues that could impact the investment/project.
Ensures projects adhere to frameworks and all documentation is maintained properly for each project.
Manages the Real Estate Investment Process ensuring all real estate investment recommendations (debt and equity) are accurate and received by all interested parties within ERG and throughout the Enterprise in a timely manner, that all approvals/signatures are obtained, and that the related documentation is appropriately archived.
Attends meetings and prepares correspondence data including but not limited to memos, reports, letters, and meeting minutes for distribution to real estate investment professionals and project managers as needed.
Sorts, prioritizes and distributes incoming materials. Screens all incoming materials to determine completeness and appropriateness.
Handles general administrative duties such as answering the telephone, taking messages and responding to questions as needed in a professional manner.
Makes travel arrangements in the most cost effective manner, submits expense reports in an accurate and timely manner, and assists in preparing expense reports for corporate approval.
Creates and tracks monthly reports including gathering data and organizing information.
Assists in saving all real estate investment records.
Assists in obtaining approvals of subscriptions, invoices, donations, AFEs, etc.
Supports the real estate investment professionals, project managers and team leads with routine and ad-hoc reporting as needed.
Takes the initiative to undertake tasks in a manner to improve efficiency and maintain a positive team environment.
Assists in the development of project tracking materials and SOP development.
Routinely updates SOPs and provides assistance to administrative and support staff and real estate investment professionals, as needed.
Acts as point of contact/resource for Dynamo Software and PlanGrid.
Assists in updating Excel spreadsheets and PowerPoint presentations for Real Estate Investment Professionals, as needed.
Provides back-up to other administrative and support staff, as needed.
Performs other duties as assigned by management.