Transaction Coordinator Resume Samples

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A Schmeler

Alexandro

Schmeler

25647 Brooke Lane

Philadelphia

+1 (555) 122 2221

25647 Brooke Lane

Philadelphia

Phone

p +1 (555) 122 2221

Experience Experience

Houston, TX

Transaction Coordinator

Houston, TX

Welch LLC

Houston, TX

Transaction Coordinator

Exhibit sense of urgency while maintaining high-level of organization and attention to detail in composing, drafting and proofing materials
Explaining documents and conditions precedent to funding to customers, shipyards, suppliers; negotiating documentation issues
Enter and maintain listing information and/or documents into the Multiple Listing Service and other real estate databases including digital file storage system
Obtain conditions during processing and underwriting
Reviewing loan documentation for accuracy before submitting to processing
Coordinates the administration of the leasing portfolio by preparing lease documentation, certifications, and manages leasing files
Provide daily office updates of new, pending and closed escrows ensuring effective communication with the Office Administrator and Brokerage Manager

Dallas, TX

Associate Documentation Transaction Coordinator

Dallas, TX

Okuneva-Rippin

Dallas, TX

Associate Documentation Transaction Coordinator

Responsible for ensuring that TCFEF’s ownership interest in the equipment and/or security interest in the collateral is perfected and prioritized and in compliance with company policies
Accurately prepare complex transaction documentation packages specific for each approved transaction request. Understand all unique financial documentation structures; independently verify specifics and work toward document execution and transaction closing. Meet or exceed accuracy guidelines as established by department. Prepare transaction for funding
Seek ways to assist supervisor in facilitating training, new segment and program development, mentoring team members and initial review of negotiated documents. Assist in the training of new employees; may review the work of other associates
Proactively involved in Operations projects and initiatives to enhance the effectiveness of the Operations team, contributing to continuing improvement of overall company and department performance. Collaborate with internal and external resources to provide recommendations that will streamline process
Responsible for conducting periodic post-closing audits
Participate in portfolio purchase due diligence review
May participate in portfolio purchase due diligence review

present

Dallas, TX

Senior Transaction Coordinator

Dallas, TX

Weissnat-White

present

Dallas, TX

Senior Transaction Coordinator

present

Work closely with the Execution Director to provide updates on the status of each transaction in the escrow process
Develop and manage relationships with client(s), retailers, banks, restaurants, and other retail users
Perform tasks with minimal supervision
Ensure and manage the quality and timeliness of transaction information entered into all databases
Assist in the preparation of market and demographic information for use in presentations and meetings
Prepare transaction communication tools and packages for management for internal approval process
Execute roll-out of multi-store expansion programs including deal negotiation and lease execution

Education Education

Bachelor’s Degree in Business

New York University

Bachelor’s Degree in Business

Skills Skills

Demonstrated knowledge and ability to analyze problems, make decisions, and take measured risks, using available data
Organizational, communication (written, oral, telephone), customer service and strong attention to detail are essential in this position
Demonstrated ability to concentrate on results while being flexible to achieve goals. Has a sense of urgency and willingness to accept accountability
Proven ability to develop and maintain good interpersonal relationships, working effectively with others inside and outside the company
Ability to multi-task in a fast paced environment with attention to detail with limited supervision
Knowledge and ability to provide guidance and apply problem resolution techniques to marine team members on transaction issues
Knowledge of basic contract law
Knowledge of and demonstrated ability to apply financing and taxation principles
Demonstrated ability to apply leadership principles and techniques
Knowledge of Caterpillar products and their applications and markets

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11 Transaction Coordinator resume templates

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M&A Transaction Coordinator Resume Examples & Samples

Working on multiple projects simultaneously, with primary responsibilities for the coordination of internal communication throughout the deal process. Using project management skills to ensure activities proceed in a timely and accurate manner. Producing and managing work plans that clarify timing and responsibility for each task. Coordinating regular status updates with the deal team and company management
Collaboratively preparing legal documents, including engagement letters, non-disclosure agreements, working group lists, and other correspondence with IB and legal professionals. Organizing and maintaining all documents in paper and electronic filing systems
Coordinating key stakeholders (legal counsel, internal deal team, company management, and external working group) to produce requisite documentation in support of the transaction. Tasks will include scheduling meetings with key stakeholders, filling due diligence requirements, coordinating data rooms, synthesizing data, and providing background information to stakeholders as appropriate
Leading the document management effort for each transaction. During a live transaction, this includes verifying transaction documentation is in-line with Firm standards and approved by relevant stakeholders at every stage of the transaction. Upon deal completion, ensures Stifel’s file retention policies are followed and maintains relevant files after transactions close
Maintaining and keeping up to date various databases which track how deal related information is being distributed to others both in and outside of the firm
Provides specialist-level of administrative support to M&A bankers by compiling and maintaining specific data or reports. Researches and reviews applicable correspondence, invoices, and creates/compiles appropriate documentation
Performing other related duties as needed, including confirming travel/event logistics, coordinating conference calls, and/or providing advertising designs
Strong analytical and project management skills required, including a thorough understanding of how to interpret project needs and implement them, while also facilitating effective team interaction
Experienced and comfortable with data management and reporting (able to define, gather, and synthesize data from multiple sources to produce analysis) with demonstrated skills in Excel
Thorough attention to detail with excellent prioritization skills
Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology. Should have a working knowledge of MS Office applications
Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts. Understand how to change messaging for the needs of the audience
Ability for active listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
Must possess strong judgment and decision making. Able to assess situations and make improvements to the process or take corrective action where appropriate. Should also be able to evaluate the relative costs and benefits of potential actions before choosing the most appropriate one
Bachelor’s degree in Finance or related field. Minimum 3 years working in a corporate environment as a business analyst, paralegal, or other related experience in the brokerage industry

Transaction Coordinator Resume Examples & Samples

Proactively drives transactions to closing by meeting documentation and process requirements and influencing others to meet deadlines while effectively maintaining relationships between customers, internal departments, outside counsel, and closing and title agents
Determines closing requirements based on transaction structure after review of commitments and other approval documentation, and obtains satisfactory supporting documentation
Anticipates and resolves closing issues, as well as advocates and recommends solutions and alternatives to satisfy customer needs after balancing against risk and business requirements
Ensures compliance with all transaction requirements through the use of prudent closing practice and commercial lending, leasing and sale standards
Manages transactions for deal team and coordinates closing process against deadlines, managing necessary documentation and applicable authorizations and consents
Manages and maintains all follow-up requirements associated with transaction
High School Diploma or GED with a minimum of 2 years’ related customer service work or equivalent military experience
Experience with Microsoft Suite including: Word, Excel, PowerPoint and Outlook or comparable software application
Must submit your application for employment through COS (internal candidates) or www.gecareers.com (external candidates) to be considered for this job opening
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening
Must be willing to comply with pre-employment screening, including but not limited to, drug testing, reference verification and background check
Must be willing to work out of an office in Chicago, IL or Eden Prairie, MN
Bachelor’s degree in business, finance, law, a paralegal certificate, or related degree
3+ years of experience with financial institutions or other organizations with exposure to loan and/or lease documents
Experience using Siebel and PMS systems, or equivalent software programs
Knowledge of Uniform Commercial Code
Demonstrated leadership and inclusive behavior
Strong team player, with demonstrated initiative and ability to work independently
Excellent customer service skills and focus
Detail-oriented with ability to multitask in a fast paced environment
Demonstrated ability to discern complex elements of transactions and consistently choose the correct course of action
Ability to work under strict time frames to meet internal/external customer expectations
Experience with commercial equipment lease and loans
Strong organization, accuracy, and timely follow-up skills

Funding Transaction Coordinator Resume Examples & Samples

Accurately audit and approve transactions for funding within compliance, credit, company and legal requirements. Identify transactional issues and proactively offers solutions during the audit process to ensure internal transactional compliance and accuracy while meeting customer and vendor requirements
Responsible for independently verifying the accuracy of all transaction details prior to release of funds, including customer legal name and organization structure; equipment cost, description and location; pricing; applicable tax rates and tax structure and internal transaction parameters
Identify transactional issues and proactively offer solutions during the audit process while ensuring internal transactional compliance and accuracy while meeting customer and vendor requirements
Understand basic financial structures; independently verify specifics to be able to work toward funding completion and transaction closing. Meet or exceed accuracy guidelines as established by department. Submit transaction to booking, work to resolve any issues which would prevent the transaction from booking
Understand all complex product structures (including but not limited to user to user, sale leaseback, all asset collateral, and portfolio transactions) and can independently identify specific items needed to approve funding. Can identify core contractual issues and suggest resolution to issues
May participate in portfolio due diligence review
Actively manages funding bin workload with assigned 3rd party sources
Ability to make sound, responsible decisions in a timely manner

Documenation Transaction Coordinator Resume Examples & Samples

Throughout the documentation process continually monitor transactions for compliance. Coordinate any necessary approval modifications based on changes to transaction structure or pricing. Actively manage communication with all parties involved using system notes and other forms of communication. Actively manage pipeline with appropriate follow up and pursue any deficient items. Minimize negative customer impact by resolving questions and issues in a timely manner
May participate in portfolio purchase due diligence review
Ability to multitask in a deadline driven fast paced environment while delivering superior customer service
Commercial lending experience

Transaction Coordinator Resume Examples & Samples

Preparing and reviewing complex documentation for local and international multi-jurisdictional transactions within defined guidelines and involvement of the corporate and external legal counsels
Communicating with pertinent internal and external parties (customers, dealers, shipyards, EPC, third party counsel, other lenders, etc) to negotiate transaction issues, and developing appropriate documentation
Ensuring that all conditions of the transaction credit approval and commitment letter are correctly documented in the loan documentation package for each transaction
Gathering information and performing analysis for document preparation, such as company incorporation documents to determine proper legal names, authorized signers, and types of board resolutions required to complete loan documents. Typical financing documents may include loan agreements, mortgages, security agreements, guarantees, and other transaction documents
Analysing project related documents to ensure valid security interest can be obtained and for understanding of transaction background
Explaining documents and conditions precedent to funding to customers, shipyards, suppliers; negotiating documentation issues, and approves exceptions to policies within authority level
Confirming insurance coverage against standard requirements, follows up for any deficiencies, and verifies and / or negotiates coverage to complete the document file
Monitoring the construction progress on a project finance or a vessel construction transaction; milestone funding management and control of funding condition precedents compliance
Liaising with lender’s engineer or Marine Surveyor to conduct site visits and provide valuation or project status/budget updates

Transaction Coordinator Resume Examples & Samples

Provides leadership and exercises decision-making authority to team members in their day-to-day processes of preparing standard marine documentation and funding transactions
Reviews other team member’s work for completeness and accuracy and provide additional guidance
Executes duties and responsibilities independently with occasional management supervision in complex situations. Utilizes Legal, Tax, and other support functions within CFSC, if needed, to ensure compliance with laws and regulations in multiple international jurisdictions
Leads team meetings with appropriate Credit Analyst, Account Manager, and Attorney. Develops action item list for review in each team meeting, confirms action items, assigns responsibilities and timelines for each team member, and by periodically follows up with team members to ensure goals are met
Prepares complex documentation for U.S. and international marine transactions including construction and permanent vessel loans. Communicates with customers, dealers, shipyards, CFSC and third party counsel, and other lenders to negotiate transaction issues, and develops appropriate documentation with international parties in multiple jurisdictions. Ensures that all conditions of the transaction credit approval and commitment letter are correctly documented in the loan documentation package for each transaction
Prepares and reviews standard and non-standard transaction documentation within defined guidelines. Necessary amendments of a basic level of difficultly are drafted and recommended to Marine management and CFSC Legal
Communicates with external counsel and other pertinent internal and external parties as needed to prepare the necessary documentation
Gathers information and performs analysis for document preparation, such as customer and guarantor corporate governing documents to determine proper legal names, authorized signers, and types of board resolutions required to complete transaction documents. Typical financing documents may include loan agreements, promissory notes, mortgages, security agreements, guaranties, assignments, and other transaction documents
Analyzes shipyard vessel construction contract to ensure CFSC can obtain a security interest in the vessel during construction, drafts necessary amendments to the CFSC assignment of the shipbuilding contract at a necessary level, and recommends approval to Marine management and CFSC Legal
Explains documents and conditions precedent to funding to customers and shipyards, negotiates documentation issues, and approves exceptions to standard practice within authority level
Confirms insurance coverage against standard requirements, follows up for any deficiencies, and verifies and / or negotiates coverage to complete the document file. Coordinates with the Marine Insurance Manager to confirm that insurance coverage is adequate and that the approved carrier rating for the insurance company is acceptable
Develops vessel construction milestone schedules with Credit Analyst
Participates in accomplishment of continuous improvement objectives for the department and progresses toward accomplishment is measured through maintenance of necessary measurements and analysis of associated data. Participates in the identification of opportunities for improvement and assists in the development of resolutions to address them
Demonstrated ability to apply leadership principles and techniques
Demonstrated knowledge and ability to analyze problems, make decisions, and take measured risks, using available data
Demonstrated ability to concentrate on results while being flexible to achieve goals. Has a sense of urgency and willingness to accept accountability
Proven ability to develop and maintain good interpersonal relationships, working effectively with others inside and outside the company
Knowledge and ability to prepare sound, legally enforceable contracts and supporting documents that accurately set forth the terms of the transaction on a timely basis
Knowledge and ability to provide guidance and apply problem resolution techniques to marine team members on transaction issues
Knowledge of basic contract law
Ability to draft letters, contracts, and other legal documents
Knowledge of and demonstrated ability to apply financing and taxation principles
Knowledge of Caterpillar products and their applications and markets
Knowledge of Caterpillar customers and their industries
Knowledge of financing and documentation principles
Demonstrated knowledge of requirements of filing security interests and their applicability to bankruptcy laws and regulations

Associate Documentation Transaction Coordinator Resume Examples & Samples

Actively participate in training opportunities to gain proficiency and understand of documentation transactions. Topics include, but are not limited to: the documentation process, TCFEF Policies and Procedures, finance products offered by TCFEF, understanding pricing functions, UCC Searches and conflicting priority resolution, understanding legal documentation
Throughout the documentation process continually monitor transactions for compliance. Coordinate any necessary approval modifications based on changes to transaction structure or pricing. Actively manage communication with all parties involved using system notes and other forms of communication. Actively manage pipeline with appropriate follow up and pursue any deficient items. Minimize negative customer impact by resolving questions & issues in a timely manner
Accurately prepare transaction documentation packages specific for each approved transaction request. Understand basic financial structures; independently verify specifics to be able to work toward document execution and transaction closing. Meet or exceed accuracy guidelines as established by department. Prepare transaction for funding
Associates degree in business or related field or equivalent work experience
0-2 years of commercial or consumer contracts experience or related business experience
Demonstrated customer service skills
Strong PC skills - proficiency in Microsoft Office

Senior Documentation Transaction Coordinator Resume Examples & Samples

Independently responsible for verifying accuracy of all transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; applicable tax rates and tax structure; and internal transaction parameters
Responsible for ensuring that TCFEF’s ownership interest in the equipment and/or security interest in the collateral is perfected and prioritized and in compliance with company policies
Participate in portfolio purchase due diligence review
Seek ways to assist supervisor in facilitating training, new segment and program development, mentoring team members and initial review of negotiated documents. Assist in the training of new employees; may review the work of other associates
Demonstrated knowledge of equipment finance operations
Demonstrated analytical problem solving and troubleshooting skills

Senior Transaction Coordinator Resume Examples & Samples

Save and accurately label all property offers and related documents
Maintain a deal contact spreadsheet for each transaction
Schedule site visits for appraisers, lenders, etc. during the due diligence period
Prepare transaction vouchers and commission invoices
Demonstrate prompt responsiveness to any Buyer/Seller inquires or document requests
Assist with ad hoc sales aid production

Transaction Coordinator Resume Examples & Samples

Complete and update offer matrices for properties in the Call for Offer period
Create an escrow timeline for each transaction
Manage the flow of information between parties to assure the escrow timeline accuracy is maintained
Work closely with the Execution Director to provide updates on the status of each transaction in the escrow process
Assist the brokerage support team with market/location research
Maintain sales comp database

Associate Documentation Transaction Coordinator Resume Examples & Samples

Exercise discretion and independently make decisions through critical thinking and judgment. Identify when high level decision authority is required
Bachelor’s degree in business or related field or equivalent work experience
2+ years of commercial contracts experience or related business experience
Strong PC skills, including Microsoft Office
Previous experience and knowledge of leasing operations

Associate Documentation Transaction Coordinator Resume Examples & Samples

Accurately prepare complex transaction documentation packages specific for each approved transaction request. Understand all unique financial documentation structures; independently verify specifics and work toward document execution and transaction closing. Meet or exceed accuracy guidelines as established by department. Prepare transaction for funding
Proactively involved in Operations projects and initiatives to enhance the effectiveness of the Operations team, contributing to continuing improvement of overall company and department performance. Collaborate with internal and external resources to provide recommendations that will streamline process
Responsible for conducting periodic post-closing audits
Considered an active resource and/or trainer for product, pricing, structure, and compliance with company requirements and/or policy within Operations as well as other departments as requested/required
5+ years of commercial lending experience
Strong PC skills including Microsoft Office

Accounting / Transaction Coordinator Resume Examples & Samples

The primary liaison between the Deal Administration team and accounting departments (payroll, commission payroll etc)
Accountable for all accounting activity (data entry into accounting system)
Reconciliation and review of all brokerage trust accounts and corresponding general ledger accounts; and
Maintenance and review of compliance activities
The successful candidate will ideally have 3+ years of progressive accounting and administrative experience
Post-secondary education in accounting is preferred
Familiarity with Microsoft AX is preferred
Possesses strong computer skills, including solid working knowledge of Microsoft Office Suite, specifically Word and Excel
Experience in the Commercial real estate sector or a related industry is considered an asset
Strong administrative skills; demonstrated ability to prioritize and handle multiple tasks in day-to-day work in an accurate manner
Strong relationship-building ability, proactive, results-oriented, and resourceful

Transaction Coordinator Resume Examples & Samples

Liaison between real estate agents, clients, escrow companies and mortgage brokers to handle logistics of the transaction process of an investment commercial real estate sale
Coordinate the execution of the purchase contract with the agent
Provide a preliminary audit of property sales files and manage review and approval cycles
Ensure that escrow is properly opened, and that escrow information, including contact information for all parties is distributed to all parties to the transaction
Manage transactions to ensure that initial deposit is made to escrow in the time specified by the purchase contract, and coordinate the opening of title, and delivery and confirmation of receipt of all due diligence materials to the buyer
Ensure that necessary disclosures required by law are delivered to and confirmed by all parties to the transaction
Create timelines for key transaction dates including deadlines for deposits, due diligence delivery, title delivery, loan and inspection contingency removals, delivery of estoppels, etc
Manage agents, in successfully fulfilling all their transactional responsibilities
Keep agents informed of all deadlines and alert agents to potential legal and contractual issues
Maintain files on each transaction, checking for initials, signatures and dates and including copies of the purchase agreement and all mandatory disclosures, as well as a transaction information sheet with all appropriate and complete transaction information
Ensure the smooth and efficient management of the steps necessary to close a sale
Monitor and assess the progress of the sale so that important deadlines are met and contingencies are released
Work with the Marketing Department to review and approve a pre-marketing checklist on deals before they go to market to ensure that all necessary items are in hand including: executed listing agreement and due diligence materials
Manage and update the team CRM database with escrow-level information
Answers phones
Real estate knowledge
Real estate license or drive to become licensed within 6 months
Career-minded with a drive toward personal and professional development
Experience with CRM systems
Creative and analytical thinker with strong problem-solving skills

Transaction Coordinator Resume Examples & Samples

High school diploma required. Bachelor’s or Associates degree a plus; or equivalent work experience
Excellent Customer Service and communication skills required (both written and oral)
Excellent organizational skills and attention to detail required combined with speed and accuracy

Transaction Coordinator Resume Examples & Samples

Enter and maintain listing information and/or documents into the Multiple Listing Service and other real estate databases including digital file storage system
Validating closed sales and processing commission checks. Candidate will interact with Brokerage Managers and Office Administrators on a daily basis to ensure proper commission payouts
Answer and direct incoming phone calls as back-up Receptionist
Maintain a professional, organized and clean work environment
Assist sales associates with various inquiries
Preferably have knowledge of the Houston Association of Realtors (HAR) Multiple Listing Service (MLS) system and will be responsible for daily data entry
Preferably also have experience working in real estate sales or support and familiar with common HAR listing forms and contracts
Strong working knowledge of MS Office (Outlook, Word, Excel)
Able to juggle multiple priorities and critical daily deadlines without sacrificing quality
Strong mathematical ability and problem solving skills
Process high volume of data entry with consistent accuracy
Maintain meticulous records and perform tasks systematically

Transaction Coordinator Resume Examples & Samples

Supports the sales agents in the maintenance, documentation and follow-up of all their escrow related paperwork
Administrative duties as required by manager, on behalf of the agent, client and/or broker
High School Diploma or equivalent work experience required
Knowledge of the Real Estate transaction process is required including reviewing contracts, logging contingencies, conditions & inspections, creating & routing disclosure packets, communicating with outside vendors to order inspections & reports, etc
Must have excellent customer service and organization skills
Proficiency in Microsoft Office including Word and Excel required

Transaction Coordinator Resume Examples & Samples

Assist the lead TC in the coordination of files for sales associates which may include, but is not limited to, contacting clients, sales associates, and escrow companies for all required documents; scheduling inspections (i.e. retrofitting/termite inspections) for sales associates; verifying appraisals, and confirming walk-throughs
Assist the lead TC in the monitoring of all files for all required signatures, documents, and dates ensuring that files are maintained in an organized and thorough manner
Send regular reminders to sales associates of contingencies and other items that are due on each file
Input and monitor each escrow’s information in real estate databases for tracking purposes, (i.e., contingency dates, contact information, opening and closing dates)
Assist the lead TC in the creation and tracking of broker files for each transaction
Strong working knowledge of MS Office skills (Word, Excel, PowerPoint, Outlook)
Experience with an online file management system, cloud based programs, and electronic signatures
Strong administrative skills including accurate data entry, consistent attention to detail

Senior Transaction Coordinator Resume Examples & Samples

Communicate effectively with all parties involved in the leasing process on behalf of client(s)
Negotiate LOI and lease terms on behalf of client(s)
Develop and manage relationships with client(s), retailers, banks, restaurants, and other retail users
Execute roll-out of multi-store expansion programs including deal negotiation and lease execution
Educate and direct local real estate brokers, contractors, and vendors to ensure projects are completed on time
Develop critical dates and deadlines for all assignments, maintain transition checklists, communicate deadlines with clients, vendors, and other stakeholders as needed
Assist in the preparation of market and demographic information for use in presentations and meetings
Ensure and manage the quality and timeliness of transaction information entered into all databases
Prepare transaction communication tools and packages for management for internal approval process
Process lease extensions, terminations, subleases, and dispositions
Perform tasks with minimal supervision

Transaction Coordinator Resume Examples & Samples

Send weekly reminders to sales associates of contingencies and other items that are due on each file
Troubleshoot basic technology issues
Provide back-up supprt to Receptionist for Receptionist lunch periods and breaks. This includes, but is not limited to meeting and greeting visitors in a friendly and approachable manner, and receiving/distributing phone calls, mail and faxes
Work with management to participate in and conduct monthly trainings

Transaction Coordinator Resume Examples & Samples

Familiarity with basics of the contract law and knowledge of financing and documentation principles. Working knowledge and ability to prepare draft letters, incorporate commercial terms and conditions to the contract and other legal supporting documents
Ability to review and understand financial statements, familiarity with a concept of financial and negative covenants
Demonstrated ability to apply knowledge and ability to analyze problems, make decisions, and take measured risks, using available data. Has a sense of urgency and willingness to accept accountability

Transaction Coordinator / Admin Resume Examples & Samples

Coordinate files for sales associates which may include, but is not limited to, contacting clients, sales associates, and escrow companies for all required documents; scheduling inspections (i.e. retrofitting/termite inspections) for sales associates; verifying appraisals; and confirming walk-throughs
Send daily reminders to sales associates of contingencies and other items that are due on each file
Create broker files for each transaction
Receive and direct/distribute some or all of the following: phone calls, mail and faxes
Meet and assist visitors
Other duties as assigned by management to assist in the operation of the office/department

Transaction Coordinator Resume Examples & Samples

Assigns new listing numbers and creates files for all executed listing/commission agreements
Verifies required documents per CBRE's policies and Real Estate guidelines by completing the Listing File Checklist
Distributes listing renewal information to sales professionals and follows-up to obtain required documents in order to keep listings current
Verifies handwritten voucher against the written contract
Enters all sales and lease information into the Company’s database according to the organization’s guidelines and procedures
Assists in obtaining appropriate signatures/approvals and transferring all financial information to Transaction Accounting for further processing
Creates deal files and verifies required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist
Orders and removes all property signs for the office
Completes signage purchase orders, and marketing budget forms
Manages the trust accounts for earnest monies including processing deposits and issuing checks per the respective state’s rules and requirements
Assists Transaction Accounting in the process of collection and distribution of client’s commission payments
Provides customer service to sales professionals
Assists Transaction Accounting in obtaining necessary verifications of various contingencies in order to adhere to the Company’s revenue recognition policies
High school diploma or general education degree (GED) with a minimum of (2) two to(4) four years of related experience and/or training
Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal group
Requires general knowledge of financial terms and principles. Ability to calculate simple figures such as percentages
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills
Intermediate skills with Microsoft Office Suite

Transaction Coordinator Resume Examples & Samples

Provides project support for new store development; creates and organizes project files, prepares and maintains project schedules, databases, and coordinates vendor contracts and invoicing
Collects and audit vendor quotes and assist with developing and maintaining project budgets
Reconciles invoices and project costs against project budgets and helps reconcile discrepancies
Tracks the progress of new leases, amendments, renewals, notices, and other time sensitive documents

Transaction Coordinator Resume Examples & Samples

Verifies vouchers against the written agreements. Enters all transaction information into the Company’s database according to the organization’s guidelines and procedures
Verifies accuracy of deal files and confirms required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist
Provides outstanding customer service to sales professionals
Assist sales professionals with updated deal tracking and activity reports
Acts as primary liaison between Transaction Accounting and the sales professionals
Keeps track of past due collections, commission, and revenue
Assists Transaction Accounting in obtaining necessary verifications of various contingencies in order to adhere to the Company's revenue recognition policies

Transaction Coordinator Resume Examples & Samples

Provide transactional financial analysis support to the Transaction Management team, including cash flow analysis
Assist in defining the real estate requirements (e.g., review growth projections, evaluate overall business strategy, manage critical dates)
Manage local transaction implementation (broker selection/oversight and process standardization)
Facilitate closeout integration with lease administration
Manage/support corporate real estate system involving tracking lease information, property values, capital expenditures, rental rates and real estate assignments
Participate in various real estate transactions including lease negotiation/administration
Administer quality program
Bachelors degree or equivalent to a four-year college degree
5+ years related real estate experience or any similar combination of education and experience
Real Estate Salesperson License
Ability to effectively present information to an internal group

Transaction Coordinator Resume Examples & Samples

Supports Corporate Real Estate (CRE) team members with any documentation related to the transaction process flow, such as lease and own acquisitions, dispositions, estoppel certificates, subordination, non-disturbance, and attornment (SNDA) documents, and notices to exercise lease options, among additional items as directed by CRE team members in accordance with Client's policies and procedures. Tracks and reports upcoming lease expirations and other critical dates to CRE team members
Provides oversight of project file (hard copy and database) maintenance to ensure all required documentation is included in the file or database
Gathers and coordinates real estate market data, so that Transaction Manager understands the conditions of the market area
Assists with resolution of landlord-tenant issues. Other duties may be assigned

Transaction Coordinator Resume Examples & Samples

Verifies electronic voucher against the written contract
Creates deal files and verifies required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist. Maintains property signs inventory
Orders and removes all property signs for the office. Completes signage purchase orders, and marketing budget forms

Transaction Coordinator Resume Examples & Samples

Performs due diligence, including but not limiting to data validation, lease analysis and real estate market research
Develop and maintain local market real estate service providers to deliver current real estate market intelligence
Provide transactional financial analysis support to the Transaction Manager, including cash flow analysis. Assist Transaction Managers in defining real estate requirements and develop leasing strategy
Oversight on third party real estate service providers for process and reporting standardization
Coordinate transaction initiation to closeout with internal and external stakeholders
Oversight/support corporate real estate systems involving tracking lease information, property values, capital expenditures, rental rates, sales and real estate assignments
Compose professional real estate market reports
Client relationship management
Bachelors degree or equivalent
5+ years of relevant experience in the commercial real estate in leasing /acquisitions / dispositions, transaction and/or property management coordination
Ability to compose professional reports and correspondence
Possess exceptional communication and organizational skills
Intermediate level skills with Microsoft Office Suite, Outlook, and intranet/internet

Transaction Coordinator Resume Examples & Samples

Receives, reviews, and processes all new settlement service orders. Follows up on required documents up to the point of closing (e.g., association documents, Good Faith Estimates, surveys, etc.)
Orders information to provide clearance to items such as judgments, child support payments, or open mortgages
Responsible for gathering information and documents from all parties prior to the closing. Works closely with the mortgage company or lender to prepare preliminary HUD information
Manages the order pipeline proactively and effectively schedules all closings to the customers’ satisfaction
Responds quickly to all requests and provides periodic updates to the customer until their request is met. Documents interactions in the client management system
Requests status of the lender’s wire in order to meet the scheduled closing time
Manages scheduled closings effectively, and updates the scheduled closings to ensure all parties involved are updated with the current status of the transaction
Responds quickly to all requests and provides periodic updates to the customer until the HUD-1/Closing Disclosure is approved and closing package is received. Documents transaction status in the Soft Pro system and pipeline report
Builds and maintains relationships with the Regional Account Executive team, Attorney and Lender Network
Paralegal Education or Certificate Preferred
Good understanding of title binders, HUD’s, Closing Disclosures and endorsements

Transaction Coordinator Resume Examples & Samples

Provide transactional financial analysis support to the Transaction Manager, including cash flow analysis
Assist Transaction Managers in defining real estate requirements and develop leasing strategy
2 to 5+ years of relevant experience in the commercial real estate in leasing/ acquisitions / dispositions, transaction and/or property management coordination

State Transaction Coordinator Resume Examples & Samples

10 key
AS400 & Pricing Systems
Communicate clearly
Ability to troubleshoot issues
Industry experience
College degree or analogous experience (1-3 years)
Pricing or Accounting background

Assistant Transaction Coordinator Resume Examples & Samples

Reports to an Underwriter
Competent keyboard skills. Type - How many words per minute?
An ability to meet deadlines and work well under pressure
Strong interpersonal and relationship development skills
Overtime as business needs require

Transaction Coordinator Resume Examples & Samples

Minimum High School degree/GED
Two or more years’ experience in a customer centric business environment with administrative responsibility
Real Estate background preferred

Transaction Coordinator Resume Examples & Samples

Support the entire transaction team throughout the leasing process; report to the AVP of Corporate Real Estate Transactions
Thoroughly and timely summarize and report the status of projects to multiple internal departments
Track material information for each project including critical dates
Coordinate the lease approval and execution process
Deliver fully executed, accurate documents to all parties of the transaction
Respond to third party requests and inquiries in an accurate and timely manner
Establish excellent rapport and relationships with other employees of the company and with outside vendors, including landlords and brokers
Facilitate, manage, and track each transaction in a systematic, easily reportable process
Assist on various projects related to the company's 450+ lease agreements
Ability to maintain a high-volume of transactions simultaneously while maintaining attention to detail
Perform various administrative duties
Ensure deadlines and timelines are met
Collect and track material information throughout the transaction cycle from initiation through disposition of a leased property
1-3 years of commercial real estate experience highly preferred
Bachelor's degree in a field relevant to the position preferred
Experience with Harbor Flex or similar lease management software preferred
Proficient with Microsoft Office Suite (Word, Excel, Power Point, Share Point, Outlook, etc.)
Exhibit sense of urgency while maintaining high-level of organization and attention to detail in composing, drafting and proofing materials
Ability to prioritize tasks from multiple sources and meet deadlines
Excellent communication, collaboration, and interpersonal skills
Successfully multi-task and manage multiple projects simultaneously
Thrive in a in a fast-paced work environment
Quickly learn new concepts and consistently apply them in future situations
Operate both independently and as part of a team
Dependable and punctual
Proactive and positive attitude

Transaction Coordinator Resume Examples & Samples

Monitor key dates related to loan transactions and respond accordingly
Manage information entered in client and referral partner databases
Enter data into loan origination system
Pull loan application forms and disclosure documents from the internal system, MyKey
Send loan application forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly
Update MyKey on a timely basis when applicable transaction changes occur
Order tax transcripts from IRS and social security number validation from Social Security Administration
Obtain automated underwriting system (AUS) findings, and update files as accordingly
Prepare MyKey and loan files for submission to the processing and/or underwriting departments
Request necessary paperwork, including title work, escrow and appraisal documents, and social security verifications
Run credit on loans assigned to a loan officer
Obtain conditions during processing and underwriting
Provide marketing support by coordinating, creating, tracking, and distributing advertising materials as needed
May provide clerical and administrative support as needed
Please note: per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion or explanation of documents; quoting rates, discussing qualification requirements or product details with customers, vendors, or referral partners; ordering employment, income, deposit, mortgage or rental verifications under any circumstances
One to two years of experience in Mortgage lending or related field
Does not require an active MLO licensing
Ability to manage multiple priorities; strong detail orientation and highly organized
Works with a strong sense of urgency and responsiveness
Passionate about delivering excellence in customer service
Demonstrated patience and professionalism when interacting with both internal and external customers
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required

Transaction Coordinator Resume Examples & Samples

Request necessary paperwork, including title work, escrow and appraisal documents, tax payer data (form 4506), and social security verifications
Please note: per law and company practice, this role is prohibited from assisting borrowers with the completion or explanation of documents; quoting rates, discussing qualification requirements or product details with customers, vendors, or referral partners under any circumstances
High school diploma or equivalent required, along with a minimum of two years total experience in Mortgage lending related role(s)
Close supervision required, depending on experience
Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution
Travel: 0%

Transaction Coordinator Resume Examples & Samples

Reviewing loan documentation for accuracy before submitting to processing
Gathering of all conditions for underwriting
Remain in constant communication with borrowers, Loan Officers, Account Managers, and real estate agents regarding current status of files
Tie up all loose ends for final submissions to underwriting to ensure final loan approvals
Coordinate closing dates & times with all parties – borrowers, title, real estate agents
Notify borrowers of funds required at closing or funds that they will receive and congratulate them

Transaction Coordinator Resume Examples & Samples

Strong working knowledge of CAR (California Association of Realtors) contracts and disclosures-
Back up the front desk
Assist with other general administrative duties when needed
Two or more years’ experience in a customer centric business environment with administrative responsibility for office operations

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