Land Acquisition Transaction Analyst

• Understanding of real estate regarding sales transactions.
• Will be required to read through PSAs, Closing Statements, Development Agreements, Amendments to contracts, Options, etc. and be able to identify, pull out key critical obligations to abstract.
• Abstraction is manually done by populating key fields and critical obligations into a Google Sheet template.
• Data Entry intoQuickBase or system of record pertaining to:

• Ongoing obligations (obligation type, dates, milestones, costs, reminders)
• 3rd Party Agreements - obligations, contract terms, costs (Purchase and Sale Agreement, Development Agreements, Options)
• 3rd Party Consultant contract data - cost, schedule, milestones
• Creation and maintenance of Google Sheets (spreadsheets) for shared tracking of work progress.

• Typical data may include key dates, milestones, deadlines and links to important documents.
• Must be able to Google document embed links into spreadsheets and maintain most recent versions.
• Accurate agreement abstract data, scanned documents, owned property data and related documents are entered into source system managed by Client
• Delivery of key reports informing the business of critical dates, contract compliance requirements, outstanding compliance requirements
• Deliver ad-hoc and monthly/quarterly reports for management and sites lead reflecting portfolio statistics and metrics (using Google Sheets & Google Looker Studio for reporting)
• Metrics and statistics to be delivered in a mutually agreed upon format
• Manage key dates, obligations and milestones and provide appropriate notification to Management/Site leads of those obligations
• Measure and report on data completeness per PDAM Data Compliance Standards, as updated from time to time, to Client
• Support data clean-up and completeness efforts including data entry of agreement and infrastructure information for aged projects:

• Identification, tracking, resolution or escalation of any document exceptions such as missing documents and information.
• Quality check of significant fields (e.g., dates, costs, sizes and options) of abstracted documents to ensure accuracy.
• Prepares and distributes periodic and ad hoc reports in a timely, accurate manner. Designs reports utilizing various report writers, Google suite of projects (Sheets, Slides, Google Docs). Reviews standard reports prepared by team members for accuracy.
• Prepares and distributes critical date reports; maintains tickler system for tracking important dates and tasks.
• Creates and maintains client agreement files ensuring they contain current, accurate information.
• Serves as a member of a transition team, if needed, to get a new database site record set up and operating quickly and efficiently.
• Cross-checks and reviews work of peers to ensure quality and accuracy of data.

• Prior land development, land acquisition / transaction experience.
• Real Estate experience.
• Paralegal training / qualification preferred but not essential.
• Google Sheets, Google Docs, Google Slides, and any Google Looker Studio and/or building Dashboard experience is a plus!
• Should have extensive experience building and maintaining complex spreadsheets using Google Sheets.

Capstone Recruitment