Client Closing Specialist

| Austin
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About Realized

Realized Holdings ("Realized") provides investment property wealth-management solutions.  We help our clients manage their real estate wealth like other assets in an investment portfolio. Our platform helps investors transition from active landlord to passive investor to meet their individual financial and lifestyle goals. Collectively, the team at Realized has a wide range of applicable experiences, but all share the same mission, to improve lives through innovated real estate wealth solutions. 

Senior Management has founded or co-founded several previous companies with successful exits and you will join a close, passionate and energetic team.  Realized is located in downtown Austin and offers a highly collaborative, entrepreneurial environment where new ideas and approaches are encouraged. Our office is currently working remotely and expects to continue doing so until at least January 2021. 

Realized Core Values: 

  • Stewardship: We serve with humility, care, and dedication
  • Transparency: We are accountable, honest, and authentic
  • Relationships: We build loyal relationships based on mutual respect, collaboration, and integrity. 
  • Growth: We grow through hard work and insatiable curiosity. 

Job Summary

This position will manage the closing process for Realized Investors. You will partner with Realized's licensed sales team to obtain, review, and submit paperwork to sponsor companies and manage the closing process to ensure the investor has a smooth and pleasant experience. You will also work with our internal Compliance department to ensure documents are submitted accurately and meet all standards and requirements. 

Essential Functions

  • Serves as the investors’ point of contact during the investment document preparation, compliance approval and investment closing process.
  • Collects and reviews documents from the investor and sends the compilation to the appropriate investment sponsor company.
  • Works with Realized Investment Consultants and the investor to clarify and address any incomplete information in application documents.
  • Manages approval workflow between investors and Realized's compliance team.
  • Follows up with the investor to obtain additional documentation as may be requested by the investment sponsor company and compliance.
  • Monitors email between investment sponsor company representatives, investors and third-party qualified intermediaries to ensure timely closing. 
  • Collects closing statements and distributes to investors.
  • Maintains up to date investment pipeline reports and internal client and investment databases.
  • Special projects as assigned: documenting procedures and revising as needed, training new employees on closing process, assisting investors with post-close requests, sending post-close gifts, etc.

Required Education and Experience

  • Bachelor’s degree
  • Two years of professional work experience.

Preferred Education and Experience

  • Two years of experience in the mortgage, commercial real estate, finance, or securities industry.

Additional Qualifications

  • Ability to expertly communicate both orally and in written format.
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Position continually requires demonstrated poise, tact and diplomacy.
  • Excellent time-management skills
  • Proficient with word processing, experience with Adobe Acrobat preferred
  • Organizational skills in a detail-oriented setting
  • Team player with the ability to multi-task in a results-driven environment.
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Location

400 W 15th Street, Austin, TX 78701

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