Transaction Coordinator – Position Description
*Overview *
The Transaction Coordinator (TC) assists the Company Owners with office administrative tasks, mostly related to processing real estate contracts.
The TC helps clients have a smooth and hassle-free transaction where they receive excellent and professional communication.
The TC helps keep company records and reports complete and up-to-date.
The TC manages the contacts in the company database (CRM) to keep them accurate and ready for marketing efforts.
*Hours *
Monday - Friday 9-4.
*Location *
The TC will work from the Field Realty office location in Latham, NY.
*Position Requirements *
· Friendly and professional communication skills on the phone, in person, and in writing.
· A pleasant phone voice.
· Good spelling and good grammar.
· Confidence communicating by text-message and instant messaging methods.
· Methodical and diligent at completing required tasks.
· Confidence using a computer to complete tasks in web-based programs.
· Basic understanding of Google - Sheets/Docs, CRM, and GMAIL email software.
· Willingness to grow and learn.
Confidence to ask questions and get help when needed.
· Internet access and a smart-phone.
*Position Authority *
· The TC is authorized to communicate with clients about transaction details.
· When asked for advice, the TC will refer the client back to a Company Owner.
· T he TC is not authorized to advise clients or take any action that requires a license or that involves a negotiation, risk, or emotional decision.
· A t the request of a Company Owner or licensed salesperson, the TC may fill in the blanks of contracts or addendums for contract purposes.
*Responsibilities *
Transaction Management
· Communicate with Clients about transaction details.
· Be a point of contact with Cooperating Agents, Lenders, Title Company Reps, and other parties to keep the transaction flowing smoothly from contract execution to closing.
· Review purchase contracts for accuracy and completion.
· Keep company transaction deadline calendar up-to-date.
· Keep company transaction document records up-to-date.
· P rovide transaction documents to the necessary parties.
· Assist in ordering and scheduling inspections and appraisals.
· Follow-up on completion of repairs and work orders.
· Follow company transaction processing checklists.
· Suggest improvements to company processes and checklists.
· Handle miscellaneous details as needed.
Listing Coordination
· Communicate with Seller as needed to ensure a smooth property listing process.
· Enter the property into the MLS with all required information.
· K eep the company showing service information up-to-date.
· Use company checklists to ensure that all steps to make a new listing “live” are completed.
· Keep closing “gift” folders and products prepared for closing.
CRM Management
· Regularly review and consolidate duplicate records.
· Correctly categorize past clients and lead sources.
· A ll other duties as assigned by the Company Owner.
Job Type: Full-time
Pay: $20.
00 - $24.
00 per hour
Schedule:
* 8 hour shift
* Monday to Friday
Supplemental pay types:
* Bonus opportunities
Work Location: In person
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