{"id":702072,"url":"https://alion.io/job/bellwetherco-closing-team-associate","title":"Closing Team Associate","company":{"id":669042,"name":"Bellwether","domain":"bellwetherco.com","url":"https://alion.io/company/bellwetherco","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"A","score":90,"open_postings":5,"ghost_share":0,"stale_share":0.2,"repost_share":0,"time_to_fill_p50_days":70,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Legal","role_family":"Legal","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States","El Segundo, United States","New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":120000,"max":150000,"currency":"USD","period":"year","gross":null,"usd_annual":150000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-07-15T20:22:55Z","employer_posted_date":"2026-07-15","last_verified_at":"2026-11-07T10:26:43Z","board_verified":true,"closed_at":null,"days_open":114,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":114},"description":"Overview\nThe Closing Team Associate will report to the Head of Underwrting and will be responsible for closing all debt and equity investments (including senior loans, mezzanine loans, preferred equity, common equity, and acquisitions) working in tandem with Canyon Partner’s Real Estate originations teams, while working closely with Canyon’s legal counsel, asset management, and treasury departments and third party consultants to complete due diligence and close on commercial real estate investments that the firm is making.\nKey Responsibilities\nProcess Ownership & Coordination\nRun the closing process from start to finish once a term sheet is signed, serving as the central process driver across all workstreams.\nDraft and continuously maintain the due diligence checklist as the operational tracker for ownership, status, notes, and document location.\nSend the kickoff email package and process instructions to the sponsor/borrower team, including data room access and upload conventions.\nFacilitate the weekly checklist call and produce internal weekly “Closing Notes” covering top blockers, decisions needed, and critical path actions.\nDiligence & Third-Party Management\nLaunch and track third party engagements, including insurance, construction (PCA), environmental, appraisal, zoning, tax, and specialty reports, with scope, reliance language, and delivery dates.\nReviewing the deliverables provided by the third parties in concert with the origination team to identify risks and ensure completeness of the reports.\nInsurance Leadership\nIntroduce the borrower’s broker to the firm’s consultant, serve as an intermediary to negotiate Canyon’s requirements with the Sponsor’s requested coverage levels, and ensure binding is completed.\nSecure internal approvals for any deviation from standard requirements and ensure final terms are reflected in transaction documentation and the closing statement.\nConstruction & Environmental Diligence\nCoordinate review of GMP contracts, design agreements, schedule of values, construction schedule, buyout logs, and contractor financials with consultants, counsel, and the originations team.\nExtract and surface real issues such as scope gaps, pricing or escalation risk, schedule concerns, unbalanced SOV, and contractor strength, then drive a resolution path.\nOrder and coordinate Phase I environmental review, identify recognized environmental conditions, and align mitigants with the Deal Team.\nOrganizational Structure & Guarantor\nCollect organizational charts and verify control parties and ownership thresholds are complete.\nCollect and underwrite guarantor financials to evaluate counterparty risk.\nCollaborate with the Canyon Security Team to ensure the background checks are completed in a timely manner.\nClosing Economics\nMaintain the deal budget workbook covering project line items, closing costs, and required reserves and contingencies.\nPerform equity reconciliation on costs spent to date.\nBuild the sources & uses closing statement and ensure the escrow settlement statement ties out.\nTrack third party fees against budget to prevent surprises near closing.\nCash Management & Funding\nOrchestrate cash management structure and account setup with sponsor accounting, treasury, and servicers, and confirm legal docs reflect the structure.\nCoordinate capital call readiness and wire mechanics, submitting wire requests to the authorized approver.\nTrack rate cap / hedging where applicable, ensuring premiums are integrated into sources/uses.\nPost Closing Transition\nSupport the transition memo and assist Asset Management with cash flow models.\nCoordinate servicer onboarding and custodian/note delivery.\nMaintain the post-closing tracker for trailing documents, recorded items, final policies, hedge docs, opinions, and ESG items.\nProfessional Experience\nA minimum of 4 years relevant experience, within a transaction or loan closing, debt originations support, capital markets, or real estate legal function.\nDirect experience closing commercial real estate debt and/or equity transactions including managing due diligence checklists and critical path timelines from executed term sheet through closing.\nDemonstrated experience engaging and coordinating third-party diligence providers including title/survey, appraisal, environmental (Phase I), property condition/construction, zoning, tax, and insurance from scoping and engagement through review of deliverables and reliance language.\nExperience with closing economics, including deal budgets, sources & uses, settlement statements, reserves and contingencies, and equity reconciliation.\nExposure to loan documentation, organizational structure and guarantor review, and cash management or funding mechanics strongly preferred.\nLegal experience preferred; client-facing experience working directly with sponsors, borrowers, counsel, and consultants preferred.\nEducation/Certification\nBachelor’s degree required\nEssential Skills & Competencies\nBellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have:\nProcess & Project Management\nProven ability to drive multiple parallel workstreams to a hard deadline, keeping checklists, owners, and due dates current and accurate.\nStrong organizational discipline, updating trackers before every call and internal update, and identifying the items that must move each week.\nTechnical & Domain Expertise\nSolid understanding of CRE debt structures, including bridge, senior construction, and preferred equity deals.\nFamiliarity with diligence streams: title/survey, third party reports, construction documents, insurance, environmental, and entitlements.\nFinancial fluency to build and reconcile budgets, sources/uses, equity spent to date, and settlement statements with precision.\nCommunication & Stakeholder Management\nClear, concise, action-oriented communication that always specifies what is needed, why it matters, who owns it, and when it is due.\nAbility to run calls that open with a clear agenda and close with a defined action list, owners, and deadlines.\nSkill in aligning diverse parties (sponsors, counsel, consultants, treasury, and Asset Management) around a shared timeline.\nJudgment & Problem Solving\nSound judgment on when to escalate, reserved for matters affecting closing date, risk profile, economics, or client relationship, while bringing solutions, not just problems.\nAttention to detail in documentation, reliance language, and economic reconciliation to avoid surprises late in the process.\nTools & Collaboration\nProficiency with data room platforms (ShareFile), budget and reconciliation models in Excel, and AM reporting templates (iLevel).\nCollaborative working style across Legal, Originations, Accounting/Treasury, and Asset Management throughout the deal lifecycle.\nTravel Requirements\nLittle to no travel requirements.\nPosition Details\nClassification: Exempt\nPosition Status: Regular / Full Time\nReports To: Head of Underwriting\n Direct Reports: No\nPhysical and Mental Demands\nWhile performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.\nMust be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.\nMust frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.\nAbility to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.\nRequires active listening, critical thinking, making decisions, time management, as well as administration skills.\nAbility to interact in a courteous professional manner at all times.\nRegular, predictable attendance is required.\nThe physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.\nWork Environment\nNo hazardous or significantly unpleasant conditions (such as in a typical office).\nModerate noise (i.e., business office with computers, phones, printers and light traffic)\nIndoor business office environment with windows; light foot traffic within work areas\nThe work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.\nBenefits\nWe offer a comprehensive benefits package that includes:\nEmployer-paid Medical, Dental & Vision, with buy-up options available\nFlexible Spending Account, Health Savings Account\nCarrot Fertility Benefit - $10,000 lifetime benefit\n401k company match 4%, immediately vested\nGenerous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure\n14 weeks Maternity Leave & 12 weeks Parental Leave\nWellbeing program offerings\nCell phone reimbursement\nEngaging team events & holiday parties","description_format":"text","description_chars":9296,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Parental leave"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial Real Estate","Asset Management & Funds","Financial Advisory, Valuation & Restructuring"],"lifecycle":[{"event":"open","at":"2026-09-11T03:06:43Z"}],"visa":[],"liveness":{"score":23,"band":"cold","label":"Long shot","p_open":1,"p_active":0.649,"p_room":0.36,"age_days":114,"expected_fill_days":70,"reasons":["conf:3","win:tail","crowd:"],"computed_at":"2026-11-07T05:47:08Z"},"pay":{"stated_usd_annual":150000,"is_top_pay":true},"html_url":"https://alion.io/job/bellwetherco-closing-team-associate","json_url":"https://alion.io/job/bellwetherco-closing-team-associate.json","meta":{"generated_at":"2026-11-07T12:53:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":14934,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-08T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":669042},"rest":"https://alion.io/mcp/rest/get_company?id=669042"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbellwetherco-closing-team-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbellwetherco-closing-team-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbellwetherco-closing-team-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/bellwetherco-closing-team-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbellwetherco-closing-team-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":702072}},{"tool":"search_jobs","arguments":{"company":"bellwetherco.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":702072},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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