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JOB SUMMARY
Under limited supervision, upholds the integrity of client's owned vacant land portfolio data for a global, large, complex portfolio of properties. Inputs, maintains, organizes and reports on information regarding the portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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 and 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 into QuickBase 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 for shared tracking of work progress:
* Typical data may include key dates, milestones, deadlines, and links to important documents.
* Must be able to embed links into spreadsheets and maintain the most recent versions.
Accurate agreement abstract data, scanned documents, owned property data, and related documents are entered into the source system managed by Client.
Delivery of key reports informing the business of critical dates, contract compliance requirements, and 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 cleanup 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 and Google suite of projects (Sheets, Slides, Google Docs). Reviews standard reports prepared by team members for accuracy.
Prepares and distributes critical date reports; maintains a 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.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. Coordinates and assigns tasks to co-workers within a work unit and/or project.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. MUST HAVE prior land development land acquisition/transaction experience.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
High school degree or general education degree required plus a minimum of four years related work experience, preferably including property management or accounting. Bachelor's degree from a four-year college or university with Accounting, Finance, or Real Estate preferred.
CERTIFICATES and/or LICENSES
Paralegal training or certification is highly desirable, and even preferred.
COMMUNICATION SKILLS
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable, and courteous service to customers. Ability to effectively present information.
FINANCIAL KNOWLEDGE
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures and conduct financial/business analysis including the preparation of reports.
REASONING ABILITY
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Intermediate knowledge of computer software and hardware (i.e., 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. Ability to work well under pressure. Advanced organizational skills. We are looking for a self-starter.
SCOPE OF RESPONSIBILITY
Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers, supervisor, and clients.
EQUAL OPPORTUNITIES
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.
ABOUT CBRE
CBRE is the world's leading commercial real estate services firm with offices located around the globe. CBRE currently employs roughly 80,000 people worldwide, with 2,500 working in the UK. The Company's core services include property sales, leasing and management, facilities and project management, investment management, and research and consulting. In central London, CBRE advises on more commercial property than any other adviser and across the United Kingdom with offices in Aberdeen, Birmingham, Bristol, Edinburgh, Glasgow, Jersey, Leeds, Liverpool, Manchester, and Southampton.
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