About the Opportunity
A growing real estate development and investment organization in Orange County is seeking an experienced Real Estate Transaction Project Manager to oversee and coordinate a high-volume pipeline of real estate development and financing transactions.
This opportunity is ideal for a highly organized, proactive professional with experience in commercial real estate transactions, loan closings, development operations, or transaction management.
The successful candidate will serve as the central point of coordination across multiple active transactions, working closely with senior leadership, lenders, investors, legal counsel, title companies, and internal teams to ensure critical milestones and deadlines are met.
Experience with Low-Income Housing Tax Credits (LIHTC) or affordable housing finance is preferred but not required. Training will be provided.
Key Responsibilities
- Manage and track multiple concurrent real estate transactions through various stages of development, financing, closing, construction, and conversion.
- Maintain transaction pipelines, dashboards, schedules, and detailed action-item trackers.
- Coordinate with lenders, investors, attorneys, title companies, consultants, and internal stakeholders to facilitate timely closings.
- Lead transaction and closing calls, establish agendas, document action items, and ensure timely follow-through.
- Track financing requirements, due diligence items, loan conditions, and critical closing deadlines.
- Coordinate the preparation and delivery of lender and investor documentation, closing packages, and financing-related materials.
- Support LIHTC application timelines, tax-exempt bond financing processes, and related transaction milestones.
- Monitor capital installment requirements, conversion timelines, and outstanding deliverables.
- Prepare regular transaction status reports and updates for senior leadership.
- Identify potential delays, elevate issues appropriately, and drive solutions to keep transactions moving.
- Develop and improve processes, reporting tools, templates, and transaction management systems.
- Collaborate with Finance, Accounting, Development, Construction, and Asset Management teams.
Qualifications
- Minimum 4 years of experience in commercial real estate transactions, real estate development, transaction management, or loan closings.
- Demonstrated experience managing multiple transactions and competing deadlines simultaneously.
- Strong understanding of real estate financing, closing documentation, due diligence, and transaction coordination.
- Experience working with lenders, investors, legal counsel, escrow/title companies, and senior management.
- Familiarity with loan agreements, purchase and sale agreements, settlement statements, and closing requirements.
- Exceptional organizational, project management, and communication skills.
- Strong proficiency in Microsoft Excel, SharePoint, and transaction tracking or reporting systems.
- Ability to work independently, prioritize effectively, and hold multiple stakeholders accountable.
Preferred Experience
- Affordable housing development, LIHTC, or tax-exempt bond financing.
- Commercial real estate investment or private equity transactions.
- Bachelor's degree in Finance, Business, Real Estate, or a related discipline.
Why Consider This Opportunity?
- Work directly with senior finance and development leadership.
- Gain exposure to a diverse pipeline of real estate development and financing transactions.
- Join a growing, transaction-driven organization with an active development portfolio.
Qualified candidates with commercial real estate transaction, financing, or closing experience are encouraged to apply.