Transaction Services Coordinator

Description

POSITION OVERVIEW:

This is a fast-paced, high-volume position responsible for data entry, maintaining detailed information in a transaction database, maintaining electronic deal files, and other tasks assigned to ensure compliance with established guidelines and consistency with company policies.

This position will have the following responsibilities for multiple offices in multiple states.

PRINCIPAL RESPONSIBILITIES

Transaction Data Entry & Maintenance

Ensure accurate and complete information entry in the transaction database by extracting key deal information from leases, contracts, commission agreements, and related correspondence

Ensure all required fields and data points are complete, accurate, and consistent with company standards

Create and assist in maintaining organized electronic deal files in accordance with company policies and real estate compliance requirements

Upload and properly label all relevant deal documentation

Broker Communication & Support

Communicate with brokers and deal teams to obtain missing or clarifying transaction details as needed

Follow up in a timely and professional manner to ensure complete and accurate deal entry

Maintain clear documentation of communications related to transaction data

Requirements

QUALIFICATIONS

Commercial real estate experience and/or transactional experience preferred

Bachelor’s degree preferred

Salesforce experience helpful

Proficiency in MS Office (Outlook, Excel, and Word - skills will be tested)

Superior attention to detail and follow-through

Organizational skills and efficiency essential

Comfortable following established, structured processes

Excellent verbal and written communication skills

Ability to accurately enter and manage data with high degree of consistency

Manage priorities and high deal volume effectively

Willingness to learn and grow within an operations-focused role

WHAT WE BELIEVE

We succeed when our clients succeed. Our success is measured in the achievement of our clients’ objectives, satisfaction, and trust.

· Integrity – We will not compromise our individual or corporate integrity for any reason

· Respect – We celebrate the intrinsic value of each person and embrace diverse perspectives

· Teamwork – Collective efforts provide extraordinary results

· Balance – A consistently productive team balances family, faith, community, and self

· Leadership – Continued success relies on our ability to attract and motivate leaders of character

***We do not use 3rd party recruiting agencies***