Job Description

SUMMARY:

Schafer Richardson, LLC (SR) has been recognized for planning, developing, and strengthening our communities through a full-service real estate experience since 1995. We provide quality investment, development, construction, leasing, and management services to its commercial and multifamily real estate portfolio.

The primary focus of the Paralegal & Risk Management Coordinator is to assist the in-house General Counsel and Legal Department as needed with real estate transactions, corporate record-keeping, lease administration, and other support duties. In addition, the Paralegal & Risk Management Coordinator will be responsible for overseeing the company’s risk management process in assessing and identifying risk and exposure to the company as well as ensure consistent processes.

Essential Duties and Responsibilities included below. Other duties may be assigned as needed.

REAL ESTATE TRANSACTIONS:

• Prepare drafts of lease agreements, purchase agreements, addendums, closing docs, and other real estate and corporate contracts
• Update reports at time of sales/acquisitions
• Organize lender approval process
• Corporate recordkeeping including document and file management, preparation of written actions and corporate minutes, and maintaining accurate time records
• Support internal departments as necessary (i.e. preparing tenant welcome letters, construction reminders)
• Oversee transactional due diligence activities including title and survey review
• Maintain and execute critical timeline, circulate, and calendar
• Maintain Legal Matter Management system.
• Provide departmental administrative support such as supporting executions of documents in person or via Docusign, managing department financial matters, and providing general administrative support to team members.
• Prepare comprehensive closing checklists, file Electronic Certificate of Real Estate Value (eCRV), and coordinate internally and externally to achieve efficient closings
• Review and prepare general correspondence as well as perform other clerical duties as necessary such as scheduling appointments, providing information to callers, handling incoming and outgoing mail
• Manage property tax appeal process
• Review and research real estate transactions and company policies, as needed

RISK MANAGEMENT:

• Facilitate incident reports for possible losses.
• Establish organization-wide risk management policies and procedures. Make recommendations to General Counsel and implement modifications as needed.
• Conduct internal training as needed.
• Provide support, direction, and guidance to Risk Management Associate as needed.
• Ensure that risk management procedures are being followed.
• Escalate risk management issues to General Counsel when appropriate.

Knowledge, Skills and Other Abilities:

• Outstanding level of professionalism and ability to represent Schafer Richardson to the community and communicate that culture consistently through all relationships.
• Ability to effectively communicate both inside and outside of the organization
• Strong problem-solving and analytical skills
• Excellent judgment, decision-making, and analytical skills
• Thorough understanding of policies and best practices of risk management
• Computer proficiency required including a strong working knowledge of Excel, Word, and Outlook
• Strong technical aptitude
• Self-motivated and able to work independently
• Strong attention to detail
• High level of integrity and dependability required
• Highly organized and able to effectively multitask, juggle competing priorities, and meet deadlines
• Must maintain confidentiality of all matters relating to the company

Experience/Education Requirements

• Associate or bachelor’s degree in related field preferred
• Paralegal certification, preferred
• Risk Management certification is a plus
• Minimum of 5 years of experience as a commercial real estate paralegal
• Position requires verification of employment eligibility to work in the U.S.
• Experience with contract law
• Yardi experience helpful

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to remain in a stationary position, moving about the office to access file cabinets, varying office locations, office machines, constantly operating a computer and other office productivity machinery (i.e. computer, copy, fax and printer). Occasionally positions self to work atop, under or traverse company rooms and or equipment. The person in this position frequently communicates with staff, vendors and customers and must be able to exchange and communicate accurate information in these situations. The employee must occasionally lift and/or move up to 15 pounds.

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