Transaction Coordinator

Job Responsibilities

Oversee all aspects of the buyer and seller transactions from executed purchase contract to closing and effectively manage the administrative tasks involved in closing a sale

Follow the TC process from contract to close. Begin with an introduction email to all parties and follow the process step by step for every transaction.

Provide exceptional customer service throughout the entire closing process

Be the first point of contact/resource for all questions that arise throughout the closing process Act as a liaison between the clients, agents, title/escrow companies, and mortgage lenders throughout the transaction with frequent communication

Communicate and check off check-list regularly with the client to educate them on the transaction process, send reminders, check-in on needs or questions, and provide updates and “next step” expectations

Coordinate processes with title/escrow, mortgage broker, and agents

Communicate with the agent consistently throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, etc.

Communicate to title company throughout the transaction with any and all updates

Communicate to the lender throughout the transaction with any and all updates. Ensure the lender has complied with timing requirements

Coordinate inspections, assist in gathering bids and repair estimates, and coordinate completion of repairs

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

Manage all contingency deadlines in the contract and follow up with individuals as needed to ensure all deadlines and contingencies are met

Maintain accurate and compliant files for all transactions

Submit all necessary documentation to office broker for file compliance

Schedule and coordinate closings/signings, moving, and possession schedules

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

Update and maintain all clients records in the company CRM or database

Create and implement systems and processes focusing on the creation of more efficient and inexpensive processes that provide consistency, scalability, clarity, and customer service


2+ years experience in transaction coordinator role

Eagerness to support others and create best in class client experience

Real Estate license

Proficiency with MLS and all microsoft applications

Take the next steps by following the instructions below:

1) Click here to schedule a meeting

2) Complete this brief Personality Test

3) Forward results of your test to