Due Diligence Records Coordinator

We are CREtelligent! 

What happens when you combine comprehensive commercial property data sources, predictive analytics, expert in-house Commercial Real Estate (CRE) experts, cutting edge due diligence technology and a talented, motivated, humble team eager to disrupt a multi-trillion-dollar industry? Put simply, you get CREtelligent - Commercial Real Estate Due Diligence. Simplified.  

We are innovators. 

With a wide range of innovative end-to-end CRE due diligence solutions, we are revolutionizing the underwriting and due diligence process for the Financial and Corporate real estate industries. Our CRE PropTech solutions and services enable our clients to improve pull-through rates, collapse transaction cycle time, mitigate risk, and improve their customer’s experience throughout the commercial loan process. 

Who We’re Looking For 

The Due Diligence Records Coordinator is responsible for obtaining zoning, land use, environmental, and public records documentation from municipalities and governing agencies nationwide in support of commercial real estate due diligence reports. This role requires strong communication skills, attention to detail, critical thinking, and the ability to manage multiple active projects simultaneously while meeting internal production timelines and client deadlines.

The ideal candidate is comfortable working in a deadline-driven environment, communicating professionally with government agencies, and maintaining accurate project documentation throughout the records acquisition process.

How You’ll Make an Impact 

• Serve as a primary point of contact between municipalities, agencies, and internal operations teams
• Conduct regular phone and email follow-up regarding request status, processing timelines, and outstanding documentation
• Professionally communicate project requirements and documentation needs with local officials and agency representatives nationwide

• Manage multiple active requests and priorities simultaneously within established turnaround timelines
• Identify potential project delays, missing documentation, or process issues and proactively assist in resolution
• Collaborate cross-functionally with analysts and operations personnel to support efficient project completion and client delivery timelines
• Maintain organized project notes, communication records, and status updates

• Maintain confidentiality of sensitive client information, project documentation, and acquired records
• Ensure documentation handling and internal processes align with company quality standards and operational procedures

Benefits 

At CREtelligent, we believe that working hard and working fast doesn’t have to come at the expense of a healthy work-life balance. One of the greatest benefits of working at CREtelligent is that you will find yourself surrounded by incredible and intelligent people with a shared mission. On top of it all, we deliver the benefits you’d expect and beyond including: 

Health And Wellness 

 What's important to you and your family is important to us. 

• CREtelligent offers comprehensive health care offerings including; medical, dental, vision, life insurance, disability insurance, medical transportation plan, critical illness insurance, pet insurance, legal insurance and more.

• 401k and Roth Retirement Plan with employer profit match, when we profit, you do too.

• Competitive Pay: $19 to $24/hour, based on experience and qualifications

• Quarterly performance-based bonus opportunities with total annual bonus potential up to approximately $3,000
  • Bonus eligibility following successful completion of the first 90 days of employment

• Wellness, wellness, wellness is a major mantra at CREtelligent. We believe in the importance of supporting you to be the best version of YOU. YOU are OUR priority. 
   

Paid Time Off  

You will be part of our paid time off (PTO) program giving you up to 12 paid days off during your first full year of employment. You will also enjoy additional time off during our 12 recognized paid company holidays. We work hard, and play hard, so enjoy time off!  
 

Fun 

Off-site adventures, unique traditions, monthly birthday celebrations, Lunch and Learns, and a relaxed office environment. Show up and be your wonderful self. 
 

Flexibility 

Having the ability to adjust your work schedule to meet both the needs of your team and those of your personal life is just as important to us as it is to you. This means most days you'll work a 9 to 5 schedule in the office with your team; however, we understand the importance of family, and life's commitments where you’ll need some flexibility, and you’ll have that with us. We hire you as a professional and we’ll treat you like one. 
 

Supporting Families

We believe in supporting strong family units from day one, this starts with offering our employees paid maternity and paternity leave. As the primary caregiver to a newborn, CREtelligent will provide 12 weeks paid leave + additional 4 weeks of part-time paid transition time to support your return to work. As the supporting caregiver, we provide 6 weeks of paid leave. When you are apart of the CREtelligent team, your health and happiness are directly connected to that of your families, we get this, and make it a priority.  
 

Community Outreach Volunteer Time Off 

We provide all full-time employees with a 4 hours of paid volunteer time off. Volunteering and supporting our local communities is an important part of our culture, we put our money where our mouth is to support you in making a difference in your local community. 

Office Fuel 

To help you to continue to feel your best during your work day in the office, we provide snacks, drinks, coffee, and the occasional doughnut or two to sweeten things up! 

Communication and Professional Development 

• To stay connected, we hold monthly all team huddles to celebrate milestones, share updates, and welcome new hires to the team. 

• Our managers hold regular employee one on one sessions to support your goal achievement and personal development.

• Frequent opportunities for professional development are provided, be it lunch and learns, webinars, or out of the office events. 

• We are a growing firm with a national footprint ready to support your career advancement. Your professional development and career progression is important to us – when you learn and grow, so do we! 

• 1-2 years’ experience in service-oriented environment requiring direct customer interaction 
• The ability to communicate effectively with clients, contractors, and team members both verbally and in writing 
• 1-2 years’ experience with data acquisition and/or data entry in a role requiring great attention to detail, problem solving and follow through 
• Ability to prioritize, balance and manage multiple projects/objectives in an organized manner with attention to detail and meeting set deadlines
• Experience in records research, commercial real estate, due diligence, environmental services, legal support, permitting, or administrative operations is preferred but not required
• Proficiency with Microsoft Office and web-based research tools- Sales force experience is a plus but not required
• The ability to adapt to updates in technology and process 
• Ability to demonstrate a great work ethic (self-starter) – i.e., not afraid to jump in, learn the business and make an impact  ​​​​​​​