Transaction coordinator job description
Updated March 14, 2024
10 min read
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Example transaction coordinator requirements on a job description
Transaction coordinator requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in transaction coordinator job postings.
Sample transaction coordinator requirements
- Bachelor's degree in accounting, finance, or related field.
- Previous experience working in an accounting or finance environment.
- Proficiency with Microsoft Office Suite.
- Experience with bookkeeping processes.
- Knowledge of accounting principles.
Sample required transaction coordinator soft skills
- Excellent organizational and time management skills.
- Strong written and verbal communication skills.
- Ability to work independently and in a team setting.
- Attention to detail and accuracy.
- Ability to handle multiple tasks and meet deadlines.
Transaction coordinator job description example 1
Colliers International transaction coordinator job description
Make your next move an expert one.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
This position will report to leading broker(s) in the Atlanta office managing the account as well as the chief administrative officer, performing duties as needed to develop real estate strategies, execute deals, assist with corporate accounts. The position will also liaise with the head of Corporate Solutions and Lease Administration, as well as work directly with clients and other resources/groups to coordinate and respond to any real estate related requests.
This is an excellent opportunity to learn from leading experts in industrial brokerage, work with corporate occupiers, engage in all aspects of a lease or ownership transaction, and be part of a high-profile team and initiative within Colliers and the Atlanta office.
Who you are
You have a background in providing quality, key account support services including duties as needed to develop real estate strategies, execute deals, engage with clients, and run corporate accounts. Ultimately, you're an experienced administrative professional who's looking to utilize your innovative ideas and personable, fast paced skill set in an ever-changing industry.
You're highly organized and have a keen eye for details, ensuring a high standard of quality in everything you do. You bring a customer service-oriented attitude and thrive in a deadline-driven and dynamic environment. You thrive in a role where no two days are the same. You also love to learn, collaborate and exchange ideas with others to achieve amazing results.
What you bring
At least 3 years of sales support services experience in commercial real estate or related professional services industry.Highly proficient in Microsoft Word, Excel, PowerPoint, and Outlook.Experience managing key accounts in a sales environment (ideally real estate).Strong communication, organizational, time management, proof reading, business writing and multi-tasking skills.Customer service attitude with the ability to deal with strong personalities and team culture
Bonus skills and experience
Commercial real estate experience.Deal tracking system experience.Real Estate License
What success looks like
You will execute duties associated with initiation, management, and completion of real estate transactions and negotiations for key corporate real estate portfolios You will manage projects and deliverables specific to roll-outs, portfolio evaluations, acquisitions consolidation of information and implementation of process You will be responsible for helping to establish protocol and customized templates for each client to include rebate tracker (if applicable), internal co-broker agreements, BOVs, RFPs, and comparison analysis You will be responsible for management of the trackers including rebate (if applicable), activity reports, and Approval Exhibits (approvals as required for each transaction) You will assistance with creation of RFP responses including compilation of information and graphics for new clients You will prepare dashboards for existing and prospective clients on an on-going basis as required for each portfolio You will coordinate with field brokerage professionals regarding deliverables and deadlines as well as, other third party subject matter expert's necessary to deliver services You are confident in your ability to oversee internal post-transaction process including Multi-City Assignment forms, commission calcs, invoices, Our transaction entries, specifically as it pertains to each corporate account You will work with Lease Administration group on reporting and configuration requirements for each client
#LI-PR1
Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.
At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.
Why Colliers?
Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.
This position will report to leading broker(s) in the Atlanta office managing the account as well as the chief administrative officer, performing duties as needed to develop real estate strategies, execute deals, assist with corporate accounts. The position will also liaise with the head of Corporate Solutions and Lease Administration, as well as work directly with clients and other resources/groups to coordinate and respond to any real estate related requests.
This is an excellent opportunity to learn from leading experts in industrial brokerage, work with corporate occupiers, engage in all aspects of a lease or ownership transaction, and be part of a high-profile team and initiative within Colliers and the Atlanta office.
Who you are
You have a background in providing quality, key account support services including duties as needed to develop real estate strategies, execute deals, engage with clients, and run corporate accounts. Ultimately, you're an experienced administrative professional who's looking to utilize your innovative ideas and personable, fast paced skill set in an ever-changing industry.
You're highly organized and have a keen eye for details, ensuring a high standard of quality in everything you do. You bring a customer service-oriented attitude and thrive in a deadline-driven and dynamic environment. You thrive in a role where no two days are the same. You also love to learn, collaborate and exchange ideas with others to achieve amazing results.
What you bring
At least 3 years of sales support services experience in commercial real estate or related professional services industry.Highly proficient in Microsoft Word, Excel, PowerPoint, and Outlook.Experience managing key accounts in a sales environment (ideally real estate).Strong communication, organizational, time management, proof reading, business writing and multi-tasking skills.Customer service attitude with the ability to deal with strong personalities and team culture
Bonus skills and experience
Commercial real estate experience.Deal tracking system experience.Real Estate License
What success looks like
You will execute duties associated with initiation, management, and completion of real estate transactions and negotiations for key corporate real estate portfolios You will manage projects and deliverables specific to roll-outs, portfolio evaluations, acquisitions consolidation of information and implementation of process You will be responsible for helping to establish protocol and customized templates for each client to include rebate tracker (if applicable), internal co-broker agreements, BOVs, RFPs, and comparison analysis You will be responsible for management of the trackers including rebate (if applicable), activity reports, and Approval Exhibits (approvals as required for each transaction) You will assistance with creation of RFP responses including compilation of information and graphics for new clients You will prepare dashboards for existing and prospective clients on an on-going basis as required for each portfolio You will coordinate with field brokerage professionals regarding deliverables and deadlines as well as, other third party subject matter expert's necessary to deliver services You are confident in your ability to oversee internal post-transaction process including Multi-City Assignment forms, commission calcs, invoices, Our transaction entries, specifically as it pertains to each corporate account You will work with Lease Administration group on reporting and configuration requirements for each client
#LI-PR1
Make your next move an expert one and join us as we lead the industry into the future.
Direct applicants only please, no agencies.
Colliers provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.
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Transaction coordinator job description example 2
Marcus & Millichap transaction coordinator job description
Marcus & Millichap, the nation's leading commercial real estate investment sales company, is seeking a talented
Commercial Real Estate Operations & Transactions Coordinator for a multi-family investment sales team in Los Angeles.
The Commercial Real Estate Operations & Transactions Coordinator Position will contribute the best in team management, while building and maintaining a competitive advantage in the marketplace through organizational skill, marketing, analysis, and insight. The Commercial Real Estate Operations & Transactions Coordinator will have primary responsibility for tracking and analyzing all aspects of the team's activity and leveraging that knowledge proactively for new proposals, client projects, and business development efforts.
The Commercial Real Estate Operations & Transactions Coordinator is a full-time, non-exempt (hourly), in-office position - not remote or work from home and the hourly rate is $48.08.
Key Functions:
Create, write, analyze and edit content for Los Angeles commercial multifamily real estate market. Create client presentations and marketing materials. Escrow management and deal tracking. Data acquisition and extraction, data analysis (quantitative and qualitative), data presentation Provision of advice to colleagues on appropriate use of data and data methodology Proactively developing analytical processes, automation and expanding the range of data available to apply to projects (both internal projects and projects for clients) Intellectual capital and capacity. Critical thinking and analysis, creative thinking, problem solving and decision making.
Prerequisites:
Excellent oral and written English and grammar skills Strong computer skills, including: MS Office (Word, Excel, Outlook), InDesign, Salesforce, Apto (not required, but a plus) At least 3+ years of relevant professional experience Strong critical thinking skills and communication skills (both written and verbal) Ability to work effectively in a team environment, across the organization, as well as work independently Proven ability to meet goals in dynamic, fast changing environment Flexible and able to work fast under tight deadlines with demanding quality requirements
Behavioral Traits, Attitudes and Skills Required:
Diplomacy. Build strong client and internal relationships. Multi-task. Detail-oriented and highly organized. Ability to work successfully under internal pressure. Strategic thinking and project planning. Flexibility to adapt to an ever-changing environment. Ability to work both independently and collaboratively.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Founded in 1971
, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly
2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada
.
Marcus & Millichap
closes more transactions than any other real estate investment brokerage firm in the nation.
In 2021, the firm closed 13,255 transactions with a sales volume of approximately $84.4 billion
.
The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry's most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers.
Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Commercial Real Estate Operations & Transactions Coordinator for a multi-family investment sales team in Los Angeles.
The Commercial Real Estate Operations & Transactions Coordinator Position will contribute the best in team management, while building and maintaining a competitive advantage in the marketplace through organizational skill, marketing, analysis, and insight. The Commercial Real Estate Operations & Transactions Coordinator will have primary responsibility for tracking and analyzing all aspects of the team's activity and leveraging that knowledge proactively for new proposals, client projects, and business development efforts.
The Commercial Real Estate Operations & Transactions Coordinator is a full-time, non-exempt (hourly), in-office position - not remote or work from home and the hourly rate is $48.08.
Key Functions:
Create, write, analyze and edit content for Los Angeles commercial multifamily real estate market. Create client presentations and marketing materials. Escrow management and deal tracking. Data acquisition and extraction, data analysis (quantitative and qualitative), data presentation Provision of advice to colleagues on appropriate use of data and data methodology Proactively developing analytical processes, automation and expanding the range of data available to apply to projects (both internal projects and projects for clients) Intellectual capital and capacity. Critical thinking and analysis, creative thinking, problem solving and decision making.
Prerequisites:
Excellent oral and written English and grammar skills Strong computer skills, including: MS Office (Word, Excel, Outlook), InDesign, Salesforce, Apto (not required, but a plus) At least 3+ years of relevant professional experience Strong critical thinking skills and communication skills (both written and verbal) Ability to work effectively in a team environment, across the organization, as well as work independently Proven ability to meet goals in dynamic, fast changing environment Flexible and able to work fast under tight deadlines with demanding quality requirements
Behavioral Traits, Attitudes and Skills Required:
Diplomacy. Build strong client and internal relationships. Multi-task. Detail-oriented and highly organized. Ability to work successfully under internal pressure. Strategic thinking and project planning. Flexibility to adapt to an ever-changing environment. Ability to work both independently and collaboratively.
Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Founded in 1971
, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly
2,000 investment sales and financing professionals in 80+ offices throughout the United States and Canada
.
Marcus & Millichap
closes more transactions than any other real estate investment brokerage firm in the nation.
In 2021, the firm closed 13,255 transactions with a sales volume of approximately $84.4 billion
.
The firm has perfected a powerful property marketing system that integrates broker specialization by property type and market area; the industry's most comprehensive investment research; a long-standing culture of information sharing; relationships with the largest pool of qualified investors; and state-of-the-art technology that matches buyers and sellers.
Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Dealing with hard-to-fill positions? Let us help.
Transaction coordinator job description example 3
CAVA transaction coordinator job description
Cava Companies is looking for a transaction coordinator to maintain transactions through the entire home selling and buying process from contract to close. The ideal candidate is an attention-to-detail individual with proven customer service skills. The Transaction Coordinator will manage the entire contract-to-close process efficiently and effectively to ensure all transactions close on time, with little or no hassle to clients, sales team members, or third parties.
Responsibilities
* Act as liaison between real estate agents, attorneys, and escrow companies during the process of a real estate sale and effectively manage the administrative tasks involved in closing a transaction
* Create timelines and follow up with individuals as needed to ensure all deadlines are met and contingencies are released
* Communicate with the sales team several times throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, etc.
* Understand the contracts in order to summarize all important terms, conditions, and contingency dates
* Upload contract documents into brokers' databases to ensure compliance with brokers' requirements
* Close out the file after the closing including changing the MLS status to closed for our listings, double-checking the file, making an electronic copy of the HUD, and processing the check
* Prepare, review, and edit contracts between the company and potential customers
Qualifications
· Experience in real estate, transaction coordination, titles, or mortgages highly valued
* A minimum of 2 years experience in a similar role
* Motivated to provide excellent customer service and experience
* Good Organizational Skills
* Strong written and verbal communication skills
* Able to convey written and verbal information to customers and agents clearly and accurately
Compensation
$80,000
About Cava Companies
We are a local leader in the residential real estate industry and residential rental management business. We are a small-sized business, growing very rapidly, consisting of top-producing friendly and positive people.
* A place to come perform and excel at work without layers of corporate bureaucracy slowing you down. What this means is the autonomy to do your work without distractions from layers of management
* A smaller team where your contribution is truly appreciated by all involved
* A friendly and positive team environment, free of drama and negativity
* A stable and reliable business that will be around for a long time with numerous growth opportunities
Job Type: Full-time
Pay: $75,000.00 - $80,000.00 per year
Benefits:
* 401(k)
* Health insurance
* Paid time off
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Richmond, VA 23230: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Fair Housing regulations: 1 year (Preferred)
* Title Settlement: 1 year (Preferred)
Work Location: One location
Responsibilities
* Act as liaison between real estate agents, attorneys, and escrow companies during the process of a real estate sale and effectively manage the administrative tasks involved in closing a transaction
* Create timelines and follow up with individuals as needed to ensure all deadlines are met and contingencies are released
* Communicate with the sales team several times throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, etc.
* Understand the contracts in order to summarize all important terms, conditions, and contingency dates
* Upload contract documents into brokers' databases to ensure compliance with brokers' requirements
* Close out the file after the closing including changing the MLS status to closed for our listings, double-checking the file, making an electronic copy of the HUD, and processing the check
* Prepare, review, and edit contracts between the company and potential customers
Qualifications
· Experience in real estate, transaction coordination, titles, or mortgages highly valued
* A minimum of 2 years experience in a similar role
* Motivated to provide excellent customer service and experience
* Good Organizational Skills
* Strong written and verbal communication skills
* Able to convey written and verbal information to customers and agents clearly and accurately
Compensation
$80,000
About Cava Companies
We are a local leader in the residential real estate industry and residential rental management business. We are a small-sized business, growing very rapidly, consisting of top-producing friendly and positive people.
* A place to come perform and excel at work without layers of corporate bureaucracy slowing you down. What this means is the autonomy to do your work without distractions from layers of management
* A smaller team where your contribution is truly appreciated by all involved
* A friendly and positive team environment, free of drama and negativity
* A stable and reliable business that will be around for a long time with numerous growth opportunities
Job Type: Full-time
Pay: $75,000.00 - $80,000.00 per year
Benefits:
* 401(k)
* Health insurance
* Paid time off
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Richmond, VA 23230: Reliably commute or planning to relocate before starting work (Required)
Experience:
* Fair Housing regulations: 1 year (Preferred)
* Title Settlement: 1 year (Preferred)
Work Location: One location
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Updated March 14, 2024
Updated March 14, 2024