Veritas Partners ยท 1 week ago
Senior Paralegal (Team Leader - CRE)
Veritas Partners is seeking a Senior Paralegal to lead transaction management within the commercial real estate sector. The role involves overseeing transaction processing, coordinating with various teams, and ensuring compliance and accuracy in documentation.
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Responsibilities
This individual will manage the processing, coordination, and execution of transactions across multiple internal teams and external counterparties
Participate in structured training to learn commercial real estate lending fundamentals, REIT regulatory considerations, and securitization processes
Actively leverage training resources and internal subject-matter experts to grow into more advanced transaction responsibilities over time
Develop, refine, and document standard operating procedures (SOPs) for transaction processing and closing workflows
Introduce scalable best practices that enable consistent execution across transaction types and volumes
Act as a liaison across departments, ensuring clear communication between deal teams, in house legal counsel, underwriters, servicing, and external partners (e.g., bank lines and their outside counsel and custodians, along with Trustee/Note Administrator for our securitization vehicles (CRE CLOs), outside counsel, title agents)
Oversee the collection, review, and organization of legal loan closing packages and any post close deliverables
Coordinate with internal legal, underwriting, credit, asset management, capital markets, and servicing teams to ensure documentation is complete, compliant, and audit-ready
Review transaction materials for accuracy, completeness, and alignment with internal standards prior to final approvals or closing
Manage and optimize transaction workflows, ensuring deadlines are met and stakeholders are informed at every stage
Create and maintain detailed transaction checklists, status trackers, and operational dashboards to ensure transparency and accountability throughout the pipeline
Qualification
Required
5-10 years of experience in real estate lending transaction management, CRE transactional paralegal work, commercial loan processing, deal operations, banking operations, structured finance execution support, or related fields
Preferred
Prior experience within a REIT, Commercial Real Estate lending, or Securitization environment is highly preferred
Prior experience large/complex CRE transactions is a major plus (bridge, mezzanine, preferred equity, structured)