Real Estate Transaction Coordinator Job Description

Real Estate Transaction Coordinator Job Description

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Real estate transaction coordinator provides administrative support to VP of Real Estate, Counsel, and Real Estate Managers and work with various departments throughout the company to achieve Real Estate goals.

Real Estate Transaction Coordinator Duties & Responsibilities

To write an effective real estate transaction coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate transaction coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Title/Escrow – complete knowledge of all aspects of the title and escrow process is mandatory
Assist in-house attorneys with all loan closing activities
Liaise with in-house attorneys, investment team and compliance department with respect to monitoring of incoming transactions
Collaborate with loan origination team on implementation and execution of closing processes and procedures
Perform and coordinate due diligence, including review of tenant estoppels and SNDAs
Interface with outside counsel and vendors with respect to loan documentation and third party reports
Review organizational charts and procure and analyze “know-your-customer” background searches
Organize and maintain database of closing documents
Work with asset management professionals to facilitate boarding of closed loans
Database maintenance and management Organizing and coordinating client & team meetings, Develops meeting agendas, takes minutes

Real Estate Transaction Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Real Estate Transaction Coordinator

Typically a job would require a certain level of education.

Employers hiring for the real estate transaction coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Real Estate, Finance, Architecture, Engineering, Business/Administration, Economics, Business, Education, Performance, Marketing

Skills for Real Estate Transaction Coordinator

Desired skills for real estate transaction coordinator include:

Company policies
General office equipment
Microsoft Office products at a proficient level
Procedures and forms
Typical business correspondence at a proficient level
Real estate transaction process
Aspects of the title and escrow process is mandatory
Brokerage continuum
Commercial real estate industry and property management
GAMLS and FMLS

Desired experience for real estate transaction coordinator includes:

Demonstrates strong computer skills, proficiency in Microsoft Office – Word, Excel, PowerPoint, Outlook
Act as a representative of GRE
Bachelor's degree (with particular emphasis on business, economics, finance, or real estate)
2+ years of prior work experience in corporate real estate
Must have an understanding of corporate real estate leasing, space programming and planning, and space management principles
Must have an understanding of basic real estate leasing financial terms and analysis methods

Real Estate Transaction Coordinator Examples

1

Real Estate Transaction Coordinator Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of real estate transaction coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate transaction coordinator
  • Legal – coordinate with internal and external counsel on deadlines and Closings
  • Property Management – support onboarding of properties and liaison with external property managers
  • 3rd Party Vendors – order, track, interpret and summarize reports
  • Sellers/Brokers – serve as point of contact for due diligence correspondence and site visits
  • Lenders – deliver large volume of requested due diligence items for new loans and refinances
  • Auditing – following Closings, manage delivery of due diligence and assist in property audits
  • Completes systems and processes already in place for all listings
  • In slower times, assist Sr
  • Oversee all aspects of seller’s transactions from initial contact to close including monitoring the progress of each transaction in escrow to meet contingencies and closing deadlines
  • Communicate with clients to collect necessary due diligence materials for listings
Qualifications for real estate transaction coordinator
  • Abilty to manage multiple assignments with little supervision
  • Ability to communicate complex and technical real estate terms to business executives
  • Work well in a fast paced, process oriented, and collaborative environment
  • Team player, flexible, multi-tasker, excellent sense of customer service and "can do" attitude
  • Must have excellent communication skills - writing, interpretation, judgment, and interpersonal style
  • Proficient skills in MS Office suite - Excel, Word, PowerPoint, Outlook- are required
2

Real Estate Transaction Coordinator Job Description

Job Description Example
Our company is hiring for a real estate transaction coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate transaction coordinator
  • Coordinate title/escrow, mortgage loan, inspections and appraisal processes
  • Verify and disclose property facts to clients
  • Obtain signatures from clients
  • Serve as liaison and central point of information on behalf of senior agent with the team and clients when agent is unavailable
  • Manage senior agent’s calendar including meeting coordination, conference calls
  • Enters listings into MRIS system and ensures the MRIS information is current
  • Creates Master Client files with all necessary documents for all transactions
  • Orders HOA documents and Home Warranty, if applicable
  • Verifies files for accuracy and completion of all required documents for ratified contracts
  • Sends mortgage payoff request for sellers
Qualifications for real estate transaction coordinator
  • Due to the nature of the work, US Citizenship required
  • Experience with a real estate software system is strongly preferred
  • Previous database data entry, reporting and/or data analysis and presentation is preferred
  • Minimum of 3 years of commercial real estate experience in a lead transaction coordinator role
  • Paralegal, Accounting or related Title experience a plus
  • Notary designation preferred (employer will pay for certification training if necessary)
3

Real Estate Transaction Coordinator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a real estate transaction coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate transaction coordinator
  • Sends title packet to title company and schedules settlement time
  • Forwards necessary paperwork to headquarters for commission disbursement
  • Assist with site selection process, financial analysis, and determination of sites meeting AWS portfolio standards
  • Coordinate with external partners such as landlords, brokers, developers, design professionals and other consultants
  • Provide front desk/reception support for office
  • Assist with the branch office administrative staff, Central Processing staff to ensure data accuracy and compliance to prevent errors
  • Support real estate transaction management team in managing transaction deal flow, including ensuring that all relevant data and associated documents are tracked and kept updated
  • Support real estate transaction management processing and administration needs for fast growing operations business
  • Maintain Canadian and U.S. deal pipeline reports for weekly pipeline meetings and prepare reports for distribution during meeting
  • Responsible for administering the allocation policies for Canada and the US to ensure compliance, which includes tracking the allocation of deals between the various investment accounts and the preparation and presentation of quarterly results to the Allocation Oversight Committee
Qualifications for real estate transaction coordinator
  • Detail-oriented, organized and proficient in multitasking on a large volume of deals
  • Strong work ethic, self-directed and proven track record of working within team environment
  • Minimum of 3 years experience in commercial real estate and a Texas real estate sales agent license
  • Tech savviness and experience with standard and research platforms
  • Excellent communication skills, ability to develop strong working relationships with both internal and external sources, must be very articulate
  • Excellent writing and editing skills, , spelling, grammar, punctuation
4

Real Estate Transaction Coordinator Job Description

Job Description Example
Our growing company is looking for a real estate transaction coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for real estate transaction coordinator
  • General support of the investment team in the underwriting and review of real estate investment opportunities, including, but not limited to, assisting in the preparation of deal presentation materials and legal documents
  • Responsible for completing Know Your Counterparty (KYC) checks on transaction counterparties
  • Oversee the review and execution of confidentiality agreement between external parties and internal legal for all deals in Canada
  • Prepare property related investment materials for internal and external stakeholders as required
  • Prepare any ad hoc investment reports as may be required by senior management
  • Support real estate transaction processing and administration needs to help expand AWS portfolio
  • Assist with site selection process, strategy development, financial analysis, and determination of sites meeting AWS portfolio standards
  • Help coordinate a growing number and variety of internal initiatives
  • Maintain U.S. deal pipeline reports for weekly pipeline meetings and prepare reports for distribution during meetings and senior executive briefing reports
  • Responsible for administering the allocation policies for the U.S. to ensure compliance, which includes tracking the allocation of deals between the various investment accounts and the preparation and presentation of quarterly results to the Allocation Oversight Committee
Qualifications for real estate transaction coordinator
  • Familiarity with InDesign and/or Photoshop a plus
  • Commitment to be flexible with work hours and work overtime as necessary
  • Previous real estate experience is required
  • Good verbal communications skills and the ability to work independently
  • 1-2 years' experience of Commercial Real Estate Property Management experience
  • 1-2 years' experience of corporate or Real Estate Administrative experience
5

Real Estate Transaction Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking for a real estate transaction coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for real estate transaction coordinator
  • Assists in the revision of procedural/training manuals
  • Responsible for completing Know Your Counterparty/Customer (KYC) checks on transaction counterparties
  • Oversee the review and execution of confidentiality agreement between external parties and internal legal for all deals
  • Coordinate meetings/events, conferences, conference calls, and some expense and travel arrangements duties with high attention to detail and follow-up
  • Support the general needs of the Real Estate Managers who are responsible for corporate real estate service delivery to Americas (US, Canada, and Latin America)
  • Monitor and update Costar transaction dates, notices, and critical dates
  • Gather and process documentation associated with transactions
  • Manage electronic lease files and transmittal of information to stakeholders such as Share Services and lease administration
  • Develop reports to support project initiation and decision making
  • Liaise between various groups within Americas Real Estate, departments across the company, and external companies
Qualifications for real estate transaction coordinator
  • Proficiency with MS Suite (Excel, Word, PowerPoint)
  • Knowledge of Real Estate terminology and concepts
  • Professional communication written and verbal
  • Two plus years of prior administrative experience required, customer service experience preferred
  • 2+ years’ experience in transaction management or coordination in an industrial real estate operation with a national footprint leveraging a combination of internal and external resources
  • Undergraduate university degree or college diploma required

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