Transaction Coordinator

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Enter client information into the client database system and submit appropriate documentation to the office broker for file compliance and keep track of transaction activity

Schedule home inspections and any necessary repairs, and assist in negotiations regarding repairs

Acquire seller approval for offers and counteroffers from buyers to complete the process in a timely manner

Help agents, customers, and other parties with all escrow paperwork, including appraisals, titles, and mortgage loans

Check each document to verify it has all the correct signatures and dates so the transaction process goes smoothly

Provide exceptional customer service throughout the entire closing process

Act as liaison between real estate agents, clients, attorneys, escrow companies, and mortgage brokers during the process of a real estate sale and effectively manage the administrative tasks involved in closing a sale

Create timelines and follow up with individuals as needed to ensure all deadlines are met and contingencies are released

Maintain accurate and compliant files for all transactions

Create a house file (either in DocuSign or physical) for all transactions

Ensure all parties get paid in a timely fashion through compliance

Understand the contracts in order to summarize all important terms, conditions, and contingency dates

Communicate with the agent several times throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, Upgrade to see actual infomunicate regularly with the client to send them reminders, check in, and let them know what to expect in each step of the closing process

Establish relationships with all third parties including lenders, inspectors, appraisers, and all agents in order to ensure a smooth closing process and share relevant information

Draft any addenda needed along the way and keep a record of them on file and ensure they are shared with relevant parties

Be the first point of contact/resource for all questions that arise throughout the closing process from agent (and client, attorneys, lenders, appraisers, other transaction coordinators/Realtors, etc.)

Stay in good communication with the agent if any issues arise that they need to handle or negotiate

Coordinate closing date, time, and location and notify all parties

Notify client about utility accounts to set up/cancel

Draft a commission statement for our listings and verify commissions for our buyer side transactions prior to closing (along with utility and other pro rations)

Put together the closing file for the agent including any documents needing signatures/initials/dates, commission amount for the check to bring back, and any other documents needed from closing

Close out the file after the closing including changing the MLS status to closed for our listings, double-checking the file, making an electronic copy of the HUD, and processing the check. Add closed file to DocuSign

Follow up with clients after the sale to check in and request a testimonial

Qualifications:

Background or knowledge of the real estate industry, transaction coordination, titles, and mortgages preferred

High school diploma or GED required, preferably some college experience

Real estate license preferred

Candidates should be organized and able to communicate written and verbal information to clients accurately and clearly

Motivated to serve people and provide excellent customer service

Must have 6+ months of real estate experience

Benefits
Get an all-inclusive Network of Support

Set Standards and Expectations with the Agents

Client Success team to assist with the agent’s understanding of the set standards and expectations

Defined working hours of Monday-Friday from 9-5 and closed on all federal holidays

Sales team to generate new agent opportunities

Accounting team to handle all billing and collections

Transact provided E&O Insurance

Community of TCs so you aren’t alone

Ongoing Training and Education

Group and One-on-One Coaching

Assistance with Time Off coverage

Ability to provide input into the Transactly system features

Transaction Coordinators (TC) will handle 90% of closing and non-revenue generating tasks involved in a real estate transaction. Our TCs manage your technology and your transactions. You stay compliant, get paid, and have fewer headaches. TCs ensure that all documentation is organized and delivered on time to guarantee a seamless transaction.

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