Transaction Coordinator Job Description template and pdf with duties [2023]

Job summary 1

The Transaction Coordinator will support Company’s sales, origination, documentation, and funding efforts. This is accomplished by coordinating the lease documents and funding among the Lessee, Bank, and Vendor(s) participating in each transaction. Your goal is to assist, grow and coordinate the transaction flow and activity by assisting and supporting all aspects and parties. Transaction Coordinators utilize telephone/email communication to provide an exceptional customer experience.

Duties & Responsibilities 1

special offer

Download PDF with all 10 Transaction Coordinator Job Descriptions

Join our webinar: How to improve your recruitment strategy with 100Hires

Requirements & Skills 1

Job summary 2

As a Transaction Coordinator you will work with our Escrow Officer and Post Closing teams and assist with various administrative and customer service aspects of the title and closing process. If you are someone who has previously demonstrated their attention to detail, work ethic, and commitment to customer service in the title and escrow industry and is looking to join a company that allows you to learn more about the closing process, then the Transaction Coordinator position is for you!

Duties & Responsibilities 2

Assisting with order intake, creation of documents via internal software, data entry, scheduling, and various administrative aspects of the title and closing process
Providing outstanding communication and best-in-class service to homeowners, real estate agents, banks, and internal colleagues.

Requirements & Skills 2

A minimum of 2 years of prior work experience in a fast-paced professional setting
1+ years of work experience in the title industry as a customer service representative, pre-closer, escrow assistant, junior processor, etc.
Experience with using closing platforms such as Ramquest, and Softpro, but Qualia experience highly preferred
Ability to provide best-in-class customer service to our clients, proactively providing information and updates as applicable
Comfortable learning new technologies and interested in learning how technology can make your work more efficient.
Desire to work autonomously and take ownership of work
- Proactive, flexible approach to problem-solving
- Ability to handle client problems calmly and professionally
- Outstanding organizational abilities, multi-tasking skills, and attention to detail

Job summary 3

In this Transaction Coordinator role, you’ll do what transaction coordinators do best - assist real estate agents with the pre-listing and contract-to-close process. This is a ground-floor opportunity to be part of the first nationwide coordination service, powered by a proprietary transaction coordination technology platform. Come grow with us!

Duties & Responsibilities 3

Provide transaction coordination services for clients
Provide listing coordination services for clients
- Utilize application for coordinating services to clients
- Provide input to shape the features of our technology platform
- Other projects and tasks as assigned

Requirements & Skills 3

2+ years of real estate experience as a transaction coordinator or realtor specializing in residential real estate
Availability to ultimately take on 20-30+ files per month
Comfortable learning to work with contracts from other states
Strong knowledge of state and local real estate documents
- Highly organized, and strong attention to detail
- Able to work independently, and possess a strong sense of urgency
- Must have technical savvy, and be able to use technology to your advantage

Job summary 4

We are currently searching for a Transaction Coordinator in our office to join our growing team! You will assist in handling real estate activities and transactions on behalf of clients

Duties & Responsibilities 4

Assisting the Closer
- Ordering HOA Statements and Mortgage Payoffs
- Communicating with buyers and sellers regarding closing times, locations, etc.
- Assisting in preparation of closing documents

Requirements & Skills 4

Previous experience in real estate preferred
Great communication skills and customer service
- Strong attention to detail
- Ability to move quickly between tasks
- Highly organized

Job summary 5

The Transaction Coordinator works with the Production Team to fulfill new and existing client requests quickly and accurately. Our Operations Team submits new account applications, executes physical contracts, processes billing, and handles legal document change requests. Upon promotion, Transaction Coordinators would be exposed to and responsible for basic account underwriting, which involves reviewing credit reports and other documentation to determine rates and quote surety bond premiums.

Duties & Responsibilities 5

Input all bond information into designated databases such as bonds, trust deeds, bond amounts, etc. Verify premium and commission calculations. Print Bond Execution Reports
Cancel or reinstate bonds, reconcile information, send letters of cancellation, and distribute appropriate copies to respective parties.
Complete riders, Financial Adjustment Notices (FAN) and reinstate bonds.
- Prepare departmental reports as required for internal and external purposes.
- Under the direction of the Operations Manager, assist the Production Team with account underwriting.
- Perform other general clerical duties such as setting up files, copying, filing, faxing, scanning, ordering supplies, and operating departmental office equipment.

Requirements & Skills 5

Hustlers who can prioritize tasks in a fast-paced environment
Detail-oriented individuals who can adhere to workflow guidelines
Excellent communicators who can problem solve in high-pressure situations
Team players who have internal passion, drive, and work ethic
Insurance office experience
- Basic data entry
- 10-key
- Bachelor’s or Associate’s Degree (not required)

Job summary 6

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, several activities related to assisting originators to build complete loan files for submission. This role performs Lead to Contract duties.

Duties & Responsibilities 6

Requirements & Skills 6

High school diploma or equivalent preferred, along with a minimum of one-year total experience in Mortgage lending or related field.
Does not require 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.
- Strong verbal and written communication skills. Basic math skills.
- Ethical, with a commitment to company values.

Job summary 7

The role of the Transaction Coordinator is to receive orders from customers and coordinate all details of the transaction from application to closing. Duties may include but are not limited to entering orders into the production system, ordering exhibits (tax certificates, surveys, well inspections, septic inspections, HOA due statuses, and loan payoff statements), review of the title commitment, resolution of title curative requirements, communication with the client on clear to close file status, providing settlement fees as requested by clients, requesting bring down to update title information, obtain water utility information, obtain sewer utility information, update scheduling calendar for closings, and any other duties assigned to him or her by the Manager.

Duties & Responsibilities 7

Requirements & Skills 7

High School Diploma/GED required.
Must have at least two years of experience working at a title company.
- HUD-1 and CDF Settlement Statement Preparation experience while working at a title company preferred.
- Notary Public is preferred
- Title License preferred.

Job summary 8

We are looking for a highly organized Transaction Coordinator who is passionate about helping others realize the rewards of home ownership and who is willing to be a go-to for clients, agents, and vendors alike throughout the process. Primary responsibilities for this position include assisting real estate agents on our team with all aspects of the deal (from contract to closing), building and maintaining relationships with clients and vendors throughout the transaction process, scheduling closings, inspections, repairs, and handling any other issue(s) that may pop up! We hope this hire will not only work within our current systems but improve them to create new processes where needed. They will thrive in a fast-paced environment and are equally good at working alone and collaboratively. We’re looking for someone calm under pressure, flexible, personable, detail-oriented, respectful of confidentiality, organized, and proactive. Does this sound like the rewarding career and environment you’re looking for? Then we want to talk to you!

Duties & Responsibilities 8

Requirements & Skills 8

2+ year(s) in real estate or a closely related field
Excellent verbal and written communication skills
Motivated self-starter with strong project management skills
Be fast and accurate
Possess strong attention to detail
- Have strong customer service skills
- Be proficient with technology including Microsoft Office and Google Apps
- Have experience with FlexMLS, Basecamp, Docusign, Showingtime, and Google Drive

Job summary 9

As a Transaction Coordinator you will provide day-to-day support to the assigned Account Executive/Team Lead. The Transaction Coordinator (TC) will handle administrative duties for loan files, including follow-ups with customers, organization of loan files, and documentation collection. Additionally, they will serve as the main internal point of contact for all loan files to which they are assigned, managing daily operations for these specific files, programs, and products.

Duties & Responsibilities 9

Resolve client problems; recommend modifications to products/services
Coordinate documentation requirements between customers and third parties
Build new loan files in Encompass and generate “Letters of Intent” for borrowers
- Maintain loan files from origination to underwriting
- Vet deals and look for “red flags” in loan documentation
- Organize and package documentation requirements for loan files

Requirements & Skills 9

Bachelor’s Degree
Experience in the mortgage industry as a Loan Processor, Underwriter, or Transaction Coordinator
Experience working with LOS System/Encompass is a plus
Necessary computer programs knowledge and use: Microsoft Outlook (email), Microsoft Word, Microsoft Excel, imaging system, and the internet
Flexible and able to adapt to change quickly
Critical thinking and problem solving skills
- Strong organizational and multi-tasking skills
- Must show strong initiative
- Must work well in a fast-paced team-driven environment

Job summary 10

The Transaction Coordinator supports the Commercial Leasing team in day-to-day operations and execution.

Duties & Responsibilities 10

Requirements & Skills 10

Bachelor's degree or equivalent education, training, and experience
1 year of experience
Demonstrated integrity, ingenuity, and inventiveness in the performance of assigned tasks
- Advanced problem-solving skills
- Ability to perform tasks per established procedures
- Proficiency with Microsoft Outlook, Teams, Excel, PDF Editing, and PowerPoint