1. Transaction Support Execution

Accountable for accurate and timely execution of assigned real estate transaction support tasks.

This includes:

Preparing closing documents, deeds, affidavits, and transaction packages

Drafting standard correspondence and transaction-related documentation

Organizing transaction files and supporting materials

Assisting in preparation of closing statements and related documentation

Formatting and proofreading legal documents

2. Deadline & Closing Coordination

Accountable for maintaining accurate tracking and execution of transaction timelines and closing deadlines.

This includes:

Conducting initial client interviews and appointment coordination

Maintaining transaction calendars and milestone tracking

Monitoring contract deadlines, contingencies, and closing dates

Confirming completion of required tasks prior to closing

Escalating risks prior to deadline or closing failure

3. File & Document Control

Accountable for maintaining organized, complete, and audit-ready transaction files.

This includes:

Managing digital and physical transaction files

Ensuring all documents are properly labeled and stored

Maintaining version control

Updating case records in PracticePanther

4. Title & Due Diligence Coordination

Accountable for supporting structured review and organization of title and due diligence materials.

This includes:

Reviewing title commitments and supporting documents for completeness

Organizing surveys, title documents, and closing requirements

Coordinating with title companies and lenders

Tracking resolution of title issues

5. Billing & Revenue Capture Support

Accountable for supporting accurate revenue capture through proper task execution and documentation.

This includes:

Recording task activity within case systems

Supporting attorneys with documentation needed for billing

Ensuring all completed work is reflected in case records

Identifying unbilled work activity