Transaction Associate

The Transaction Associate provides critical project support and coordination functions for the internal finance team. This position supports our transactions department and works with attorneys, lenders, and investors to facilitate a smooth closing of project acquisitions, tax equity, and loan closing transactions. The perfect candidate will be a highly motivated, enthusiastic, problem-solving individual who is a self-starter and eager to learn and grow. You will be responsible for many administrative duties related to the Transactions team and report directly to our Transaction Managers while working closely with other members of the finance and legal teams. This role requires flexibility and the ability to coordinate, organize and deliver on multiple deadlines while staying engaged in seeing project closings through to completion.

What You’ll Do

• Perform administrative, information management, and project coordination tasks.
• Assist the Development/Finance/Legal Teams with due diligence and acquisitions relating to the Transactions team.
• Manage investor closing checklists, internal PGR closing checklists, and Q&A trackers.
• Attend internal and external diligence calls and offer support as needed.
• Interact with all departments within PGR to obtain financing closing diligence items.
• Field investor and lender questions on project diligence, while learning to issue spot and brainstorm solutions with your team.
• Maintain the closing timeline and hold company departments accountable for closing efficiently and on schedule.
• Coordinate closing administrative logistics, including signature pages, and recording logistics.
• Assist in the post-close process with internal departments and follow up on all post-closing activities to ensure a proper internal handoff.
• Monitor the internal and manage the external data share sites during the financing stages of the project lifecycle.
• Process/organize/file all documents connected with financial closing.
• Provide excellent customer service to both internal and external parties.
• Communicate deliverables and closing timelines to third parties for each closing.

Must-Haves

• Strong work ethic and ability to self-start in a fast-paced environment.
• Demonstrated organizational and communication skills.
• Strong attention to detail, accuracy, priority setting, and time management skills.
• Ability to work with little supervision and to seek help when needed.
• Patience, determination, and a sense of humor.
• Thrives under pressure.

Education and Certifications

• Bachelor’s Degree, or certificate in paralegal studies

Working Environment and Physical Demand

• Ability to travel two to three times a year to Charlotte or Asheville