Transactional Executive - Real Estate
Core
Support lawyers and business services teams in preparing, formatting, and delivering high-quality transaction documentation for complex real estate and infrastructure finance deals.
Role type
Senior transactional executive (document production specialist)
Builds
Finance documents, template libraries, and document sets for lenders, borrowers, and investors
Domain
Real Estate & Infrastructure Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced Microsoft Word proficiency, document comparison, version control, template management, cross-referencing, table formatting, prioritization under pressure
Preferred skills
LMA form familiarity, legal terminology knowledge, law firm structure experience, structured finance documentation experience
Technologies
MS Word, MS Excel, MS Outlook, MS PowerPoint, iManage, document comparison software
Responsibilities
Create and maintain robust template documents and precedent materials; format and finalize transaction document suites; manage document mark-ups and version control; provide guidance on document styles and best practices; identify process improvements for document production
Seniority
Senior, hands-on IC