Transaction Coordinator Job Description
Transaction coordinator
provides students with information to assist them in determining their ability to pay their student loan debt.
Transaction Coordinator Duties & Responsibilities
To write an effective transaction coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Explaining documents and conditions precedent to funding to customers, shipyards, suppliers
Monitoring the construction progress on a project finance or a vessel construction transaction
Schedule site visits for appraisers, lenders, during the due diligence period
Enter Listing into local MLS
Send out communication to new listing clients
Monitor, submit and follow up on all W9 new vendor/co-op set ups
Send communications to needed parties regarding status updates and incomplete files
Assist in quarterly cleanup of Homes base files
Additional duties as required by business need
Validating closed sales and processing commission checks
Transaction Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Transaction Coordinator
List any licenses or certifications required by the position: ICI
Education for Transaction Coordinator
Typically a job would require a certain level of education.
Employers hiring for the transaction coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Education, Associates, Business, General Education, Military, Real Estate, Marketing, Graphic Design, Finance, Business/Administration
Skills for Transaction Coordinator
Desired skills for transaction coordinator include:
Google suite
DocuSign
Real Estate Transaction Coordination - MLS
Winforms
Experience with Skyslope
Experience with PlanetRE
Ability to help an organization adapt to applicable federal
Ability to leverage that information in creating customized customer solutions
Ability to utilize tools
Company-specific regulations
Desired experience for transaction coordinator includes:
Ability to demonstrate initiative and reflect a sense of urgency in daily duties by meeting or improving upon deadlines
May be required to obtain and hold state real estate license, but not required on day-one
Experience, knowledge and interest in the fundamentals of real estate preferred
Ability to multi-task, prioritize and be flexible with changing business needs in a team environment manage deadlines and time constraints
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
Coordinate files for sales associates which may include, but is not limited to, contacting clients, sales associates, and escrow companies for all required documents
Transaction Coordinator Examples
1
Transaction Coordinator Job Description
Job Description Example
Our innovative and growing company is hiring for a transaction coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction coordinator
- Assists the Store Development team in developing and tracking key project documents and managing project logs and databases
- Verifies vouchers against the written agreements
- 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
- Facilitates all customer requests including endorsements, review of documents, and searches
- Responsible for gathering information and documents from all parties prior to the closing
- Responds quickly to all requests and provides periodic updates to the customer until their request is met
- 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
- Provides daily support through phone and email to the customers, the Regional Account Executive team
- Prepare and maintain accurate documents to include, Request for Information (RFI’s), Letter of Intent (LOI’s) and Request for Proposal (RFP’s)
- Update and maintain various information databases to include
Qualifications for transaction coordinator
- Must have some Transaction Coordinator experience
- California Real Estate license preferred
- Bachelor's degree and a minimum of 2-5 years’ experience in retail project coordination and retail lease administration
- Maintains a high degree of discretion and confidentiality
- Minimum 6 months to a year experience in Transactions
- Proficiency in Microsoft Office, Outlook and Word required
2
Transaction Coordinator Job Description
Job Description Example
Our growing company is hiring for a 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 transaction coordinator
- Prepare and send thank you cards to referral sources and new clients
- Manage assigned originator's database
- Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s)
- Keep up to date with company approved programs and software systems
- May provide clerical and administrative support on an as needed basis
- Creating and distributing marketing materials (postcards, flyers, broadcast emails)
- Reviewing documents for grammar and punctuation handle confidential personnel information/matters
- Assisting with creation of proposals, marketing of listings, management of properties under contract escrow management and assistance with closing process
- Provides daily support through phone and email to the customers, the Regional Account Executive team Builds and maintains relationships with the Regional Account Executive team, Attorney and Lender Network
- Performs month-end/quarter-end and year-end duties like balancing trust account spreadsheets and cheques written log, printing of A/R report and closed deal report for Managing Director
Qualifications for transaction coordinator
- Understanding of lease terms is desirable but not required
- Two (2) years in a title processing or real estate paralegal role strongly preferred
- Low level of independent judgment and discretion used in decision-making
- Ability to interact with employees, agents, and vendors in a professional and courteous manner
- High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field
- Minimum of one year experience within the Mortgage lending or related field
3
Transaction Coordinator Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of transaction coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction coordinator
- Acquire all sales and title related documents, deeds, AOA, Tax information
- Follow up on loan approvals
- Ensure all disclosures are completed
- Schedule and follow up on inspections, walk-through’s, closings
- Monitor compliance with contract terms and deadlines
- Create and manage transaction in Homebase
- Work with the branch office administrative staff, Central Region Service Center staff to ensure data accuracy and compliance to prevent errors
- Create and manage listings, sales and lease transactions utilizing various company systems to ensure all essential and applicable data is accurately entered, updated, processed and closed
- Work with the branch office administrative staff to complete files, Commissions Audit staff to ensure compliance and data accuracy to prevent processing errors
- Apply necessary commission adjustments and close deals in our internal accounting systems for timely and accurate payments to our Sales Agents, Cooperative and Referring Brokers
Qualifications for transaction coordinator
- Real estate license a plus or willingness to become licensed real estate agent
- Prior contract processing experience a plus
- Minimum 3 years’ experience in corporate commercial real estate lease management or transaction management or related professional services is required
- Real Estate license is required or must be obtained within 6 months of employment
- Demonstrates both an ability to think and work independently, work in a collaborative and team-oriented environment
- Experience with Salesforce a must
4
Transaction Coordinator Job Description
Job Description Example
Our growing company is hiring for a transaction coordinator. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction coordinator
- Provide superior customer support to all our agents and supporting staff at our branches and the home office
- Perform variety of other administrative duties as directed and required by business need
- Title report and fees
- HOA documents
- Provide status updates to referral sources on active loans
- Answer member inquiries related to active loan, and/or loan application status
- Work with processing and underwriting in planning to meet important dates in the transaction to ensure we meet expectations of members and real estate community
- Update TBD conditions when they become out of date
- Assist member in appraisal reconsideration of values
- Track approved condo projects
Qualifications for transaction coordinator
- Real Estate Escrow experience (a MUST)
- Minimum four (4) years of experience in real estate, including review of real estate contracts, advanced administrative/clerical functions, interaction with clients escrow management
- Self-starter, someone who takes ownership
- Minimum 6 months to a year experience in Transaction Proessing
- Must be comfortable working independently, taking initiative in daily responsibilities and ownership of tasks
- Real Estate/Mortgage/Title industry experience is a plus
5
Transaction Coordinator Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of transaction coordinator. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for transaction coordinator
- Maintain and update transactions tracker software and/or project reports
- Perform or coordinate the market research of global markets, existing buildings and build-to-suit sites
- Develop an understanding of our clients real estate needs in order to establish variable and flexible strategies
- Execute internal financial transaction process for closed transactions and maintain accurate transaction files to ensure financial and legal compliance
- Prepare financial and non-financial analysis of viable options
- Prepare project charters by documenting client’s current site situation, project requirements, and internal/external team
- Prepare and present site/facility and proposal analysis to identify real estate costs
- Serve as information resource by conducting client-focused research, assembling data, and performing special projects
- Complete necessary financial analysis as requested by team
- Prepare necessary marketing materials for pitch materials, including pitch books, placemats, e-marketing campaigns, and client presentation deliverables using branded templates in PPT
Qualifications for transaction coordinator
- 3+ years’ experience in lease administration in corporate or commercial office, property management, industrial or retail environments, with general knowledge of finance terms and principles
- Commercial Real estate brokerage experience preferred
- Licensed Broker in the State of Oregon
- A passion for data integrity, accuracy and assisting others
- Ability to understand and interpret data, while thinking critically and strategically
- Strong organizational, creative, interpersonal and communication skills