Senior Paralegal; Team Leader - CRE

Responsibilities

• This individual will manage the processing, coordination, and execution of transactions across multiple internal teams and external counter parties.
• Participate in structured training to learn commercial real estate lending fundamentals, REIT regulatory considerations, and securitization processes.
• Actively leverage training resources and internal subject‑matter experts to grow into more advanced transaction responsibilities over time.
• Develop, refine, and document standard operating procedures (SOPs) for transaction processing and closing workflows.
• Introduce scalable best practices that enable consistent execution across transaction types and volumes.
• Act as a liaison across departments, ensuring clear communication between deal teams, in‑house legal counsel, underwriters, servicing, and external partners (e.g., bank lines and their outside counsel and custodians, along with Trustee/Note Administrator for our securitization vehicles (CRE CLOs), outside counsel, title agents).
• Oversee the collection, review, and organization of legal loan closing packages and any post‑close deliverables.
• Coordinate with internal legal, underwriting, credit, asset management, capital markets, and servicing teams to ensure documentation is complete, compliant, and audit‑ready.
• Review transaction materials for accuracy, completeness, and alignment with internal standards prior to final approvals or closing.
• Manage and optimize transaction workflows, ensuring deadlines are met and stakeholders are informed at every stage.
• Create and maintain detailed transaction checklists, status trackers, and operational dashboards to ensure transparency and accountability throughout the pipeline.

• Prior experience within a REIT, Commercial Real Estate lending, or Securitization environment is highly preferred.
• Prior experience large/complex CRE transactions is a major plus (bridge, mezzanine, preferred equity, structured).
• 5-10 years of experience in real estate lending transaction management, CRE transactional paralegal work, commercial loan processing, deal operations, banking operations, structured finance execution support, or related fields.

This role will sit 5 days in Long Island.