Paralegal

Description:

CREA, LLC is a full-service low-income housing Tax Credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With nearly 25 years in affordable housing, CREA has raised over $12 billion - resulting in the formation of over 88,000 homes within 958 communities across the country. Thanks to the contributions of over 130 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future. We are looking to add a talented Paralegal to the Acquisition department in Indianapolis, IN.

Physical Presence: In-Office | Tue – Thu; Flexible | Mon & Fri

Open to: Indianapolis, IN

Reports to: Managing Director, Account Management

FLSA Status: Non-Exempt, Hourly

Position Summary:

We are seeking a detail-oriented and organized individual to serve as a Paralegal in this newly created role. The Paralegal will be responsible for reviewing organizational, loan, and project due diligence documents to ensure compliance with internal policies and investor requirements. This position will maintain and update the due diligence checklist, coordinating directly with Developers, CREA Counsel, and Investor Counsel. The role also manages third-party reports, responds to investor counsel inquiries on behalf of the Syndications team, and facilitates internal approvals to support timely and accurate project execution.

Primary Responsibilities:

• Review organizational documents, loan documents, and other project due diligence to ensure conformance with internal and external (Investor) requirements
• Maintain due diligence checklist and track updates with Developers, CREA Counsel, and Investor Counsel as applicable
• Manage document sharing with cloud-based file management software such as SharePoint and Box
• Manage third-party reports to completion, working with internal and external clients
• Coordinate, gather, track, and respond to Investor counsel questions/comments to documents within the due diligence checklist on behalf of Syndications and in coordination with CREA Counsel
• Coordinate internal approvals
• Prepare closing packages for the transition of projects to Asset Management
• Other duties as requested, as driven by business needs

Requirements:

• An associate’s degree in business administration, legal studies, finance, real estate, or a related field is required.
• Up to two years of experience in administrative support, compliance, legal review, or real estate documentation preferred.
• Paralegal certification or experience in a legal or contract review environment is strongly preferred.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat.
• Ability to prioritize and manage competing responsibilities while meeting deadlines with minimal supervision.
• Professional demeanor and commitment to ethical standards and teamwork.
• Must possess and be able to demonstrate effectiveness with each of the following Core Competencies.

Core Competencies:

• High level of detail orientation and research, writing, and organizational skills.
• Effective written and oral communication.
• Confidence and initiative to succeed independently.
• Demonstrated ability to balance priorities and adapt to shifting deadlines.
• Commitment to professionalism, ethics, and collaboration.

Our Values:

• We work as a family, investing in each other, worthy causes, and the communities we serve.
• We have integrity in all that we do; we embrace differences and treat others with kindness and respect.
• We believe that, with teamwork, we can accomplish anything and pursue inventive solutions for our clients.