Transaction Coordinator Job Description

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

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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

Requirements & Skills 2

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

Requirements & Skills 3

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

Requirements & Skills 4

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

Requirements & Skills 5

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

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

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

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

Requirements & Skills 9

Job summary 10

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

Duties & Responsibilities 10

Requirements & Skills 10

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