Job Description

POSITION DUTIES:

• Coordinate closing logistics including preparing closing checklists and facilitating and overseeing the execution of documents while organizing closing documents binders and contacting and communicating with title companies, attorneys, government agencies, etc.
• Prepare documentation for formation, amendments, withdrawals, mergers, and dissolution of corporations, partnerships, and/or limited liability companies while maintaining proper records
• Corporate and partnership record maintenance (i.e.: annual filing requirements, trademark filings, etc.) in compliance with state and federal laws
• Collaborate and maintain positive business relationships with all internal and external customers
• Process legal documents and maintain electronic files of relevant documents, monitor case schedules and filing deadlines, as well as draft correspondence to support the day to day business activity
• Coordinate and participate in weekly closing meetings
• Have a strong working knowledge or expert level of understanding the company's compliance process
• Support all aspects of licensing and compliance, including annual reports, including researching compliance criteria, preparing licensing and compliance documents, and working with state and local officials on an ongoing basis
• Form Tax Credit Ownership Entities with appropriate Secretary of State
• Coordinate and form Tax ID set up for Entities
• Interpret designated Authorities for documentation execution
• Direct Liaison with Attorney/Developers/Title Agent
• Review legal documents related to acquisitions, leases, regulatory matters, contracts, NDA, etc.
• Manage Pre-closing Meetings
• Manage corporate governance, minute books and other documents pertaining to legal processes and issues
• Monitor and Manage Closing Checklists
• Coordinates and Assists the preparation of Closing Documents
• Assist with filings, document revisions, correspondence, and other clerical functions to improve the efficiency and performance of the department
• Document Review

• Coordinate and Assist with Equity/Debt/Construction Loan Closing
• Monitor and maintain document scanning process to insure that documentation is organized and available to Associates upon request

• Ensure restrictive covenants are filed and recorded in a timely manner