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This Specialist role is primarily responsible for assisting with the financial and administrative intricacies of real estate development projects. Key duties include assisting with coordination of construction project finances, such as gathering required items for construction loan draws, assisting with budget tracking, and assisting with sourcing of funds for tenant improvement allowances. The position also oversees the management of the Covenant Real Estate Group website, ensuring current and accurate property information, and coordinating professional photography for marketing initiatives. Furthermore, this role provides crucial administrative and financial support, encompassing corporate credit card reconciliation, ensuring Regulation D SEC compliance documentation, coordinating insurance adjustments, and maintaining essential project records with precision.
Responsibilities
- Assist with the construction draw process, including lender draws for general contractor payments and soft cost reimbursements, ensuring accuracy and gathering all necessary support and lien waivers.
- Assist with gathering necessary materials for new construction projects and provide comprehensive documentation to construction lenders.
- Track and reconcile project cost progress by maintaining the construction loan budget with the lender, change orders, etc.
- Assist with tracking as well as sourcing funds (e.g. construction loans, buyer closing credits, etc.) for Tenant Improvement Allowances for newly opened tenants.
- Manage the Covenant Real Estate Group website, ensuring current and accurate information for properties, leasing availability, and uploading marketing materials such as brochures, site plans, renderings, and photos.
- Coordinate with insurance providers to adjust policies based on project status (e.g., Builders Risk removal, asset removal upon sale).
- Engage and manage professional photographers for property marketing, including negotiating fees and scope of services to ensure high-quality visual assets.
- Manage the monthly reconciliation process for corporate credit cards for key Real Estate and Finance executives.
- Coordinate with outside counsel on all necessary documentation for Regulation D SEC compliance, ensuring adherence to regulatory requirements.
- Prepare and maintain W9s for Covenant Real Estate Group-affiliated entities.
- Prepare and maintain physical files for entities, land purchases, and property management with meticulous organization.
- Complete periodic office supply orders at the direction and approval of the Sr. Director of Real Estate Development.
- Coordinate daily mail, including scanning to the various departments.
- Perform various administrative and other duties as assigned by management, demonstrating adaptability and proactive support.
Qualifications
Experience in a professional environment working with multiple departments.Advanced knowledge of MS EXCEL, WORD, POWERPOINT, and other software applications necessary to manage retail leasing and development.Preferred
Bachelors Degree from an accredited college and 3-5 years of real estate, property management and / or business experience. In lieu of degree, 5 or more years of commercial retail real estate and business experience.General understanding of commercial real estate principles, preferably in retail space.Experience in a multi-regional healthcare, retail, or dental company.Knowledge / Skills / Abilities
Ability to multi-task effectively without compromising the quality of the work.Excellent interpersonal, oral and written communication skills.Detail oriented, organized, process focused, problem solver, proactive, ambitious, customer service focused.Ability to draw conclusions and make independent decisions with limited information.Ability to respond to common inquiries from customers, staff, regulatory agencies, vendors, and other members of the business community.Self-motivated, reliable individual capable of working independently as well as part of a team.Ability to manage multiple projects concurrently, superior project management skills.Benefits
Medical, dental, and vision insurancePaid time offTuition Reimbursement401KPaid time to volunteer in your local communityCompensation Information $68,000.00-$84,000.00 / Annually
PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.