Real Estate Investment Processor

Cardone Capital; Town of Florida (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Cardone Capital is seeking a Real Estate Investment Processor to support investor documentation, file management, quality control, and transfer agreement prep. The role emphasizes organization, discretion, and deadline awareness in a full-time onsite setting.

The position requires high school or GED, strong Excel skills, and experience in a fast-paced environment with excellent communication and customer service abilities.

Qualifications

• High School diploma or GED required; Associates degree in related field preferred.
• Proficient with Microsoft Office Suite, particularly Excel.
• Some related experience required.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to function well in a high-paced and at times stressful environment.
• Ability to maintain confidentiality, and to exercise discretion and good judgment.

Responsibilities

• Review and audit investor documentation for pending investments.
• Contact investors by phone and email regarding outstanding items and status updates.
• Assist in the subscription agreement execution process, including the use of DocuSign.
• Investor relations support.
• Assist in the organization and tracking of a multitude of investments.
• Coordinate with the legal department to prepare quarterly transfers.
• Balance conflicting priorities to manage workflow, ensure completion of essential projects, and meet deadlines.
• Perform other related duties as assigned.

Skills

Excel

Microsoft Office

Education

High School Diploma or GED

Associates degree in related field (preferred)

Tools

DocuSign

Job description

Cardone Capital acquires and manages real estate properties with a focus on both near-term income generation and long-term value creation. Grant Cardone, Founder and CEO, created Cardone Capital to provide everyday investors access to the institutional-grade real estate deals that are normally reserved for only the largest investors.

This is full-time onsite Monday to Friday in Aventura, FL - No remote options

Position Overview

The Real Estate Investment Processor will provide a wide array of administrative responsibilities including but not limited to investor documentation, file management, quality control and investor transfer agreement preparation. A successful Real Estate Investment Administrator will be highly organized, handle pressure well, and understand the importance of deadlines. You must also know how to relate to people in a variety of situations, be highly trustworthy, discreet, and use good judgment.

Responsibilities

• Review and audit investor documentation for pending investments.
• Contact investors by phone and email regarding outstanding items and status updates.
• Assist in the subscription agreement execution process as needed, including the use of DocuSign.
• Investor Relations support.
• Assist in the organization and tracking of a multitude of investments.
• Coordinate with the legal department to prepare quarterly transfers.
• Balance conflicting priorities to manage workflow, ensure the completion of essential projects and meet critical deadlines.
• Performs other related duties as assigned.

Requirements

• High School diploma or GED required, Associates degree in related field preferred.
• Proficient with Microsoft Office Suite, particularly Excel.
• Some related experience required.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to function well in a high-paced and at times stressful environment.
• Ability to maintain confidentiality, and to exercise discretion and good judgment.

Cardone Capital is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.