Transaction Coordinator Resume Samples

A Transaction Coordinator plays a very crucial role in real estate sales processes. The job tasks hugely depends and differs on the size and scope of the transaction, but the following are some activities listed on the Transaction Coordinator Resume – liaising between clients, brokers, escrow companies and agents, assisting escrow officers, ensuring meeting of deadlines, updating files, checking accuracy of files, preparing preliminary audits, helping with close sales, opening and updating title search, uploading documents for shared viewing, and harmonizing transactions over various resources.

A well-written resume for the post should mention skills like – knowledge of real estate industry, computer proficiency, accuracy, multitasking abilities, communication abilities, staying updated with the real estate industry, the ability to use various social media to promote services and strong administrative knowledge. Formal training is not needed, but representing on the resume a relevant license is beneficial.

 

Senior Transaction Coordinator Resume

Summary : To be a part of a dynamic organization where one can prove oneself as a bestseller, administrator, business coordinator and create a good name for oneself and for the organization by using the knowledge and skills to its extents. Quick to grasp new ideas and concepts, and to develop innovative and creative solutions to problems.

Skills : Real Estate Contracts, MS Office, 10 Key, Telephone.

Description :

    1. Create a timeline of important dates for the real estate agent to follow, such as deadlines for loan and inspection contingency removal.
    2. A few days before a deadline, call or e-mail a reminder to the real estate agent to ensure compliance with the timelines outlined in the real estate purchase agreement.
    3. Maintain the file to ensure all the mandatory disclosures are completed and sent to the cooperating agent or broker for the client's review and approval.
    4. Contact the agents and other parties to remind them of missing documents.
    5. Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a real estate sale.
    6. Monitor and assess the progress of the sale so that important deadlines are met and contingencies are released.
    7. Provide a preliminary audit of the file for the managing broker to review.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Real Estate Sales


Leasing Transaction Coordinator Resume

Headline : Motivated, personable Leasing Transaction Coordinator with college and work experience in the legal field, real estate sales, property/asset management, legal foreclosure process, REO asset management, project management and inspections in the areas of real estate. Five-year track record of running my own profitable small construction business, with experience in many areas of the Real Estate industry.

Skills : Microsoft Office, Multiple Online Services, Office Management, Troubleshooting, Customer Service

Description :

    1. Provided transactional and financial analysis support for account management teams.
    2. Assisted in the management of approximately 200 active lease renewal projects.
    3. Managed and standardized the transaction process within the CBRE transaction management team.
    4. Concurrently performed as landlord/seller agent and tenant/buyer agent and effectively negotiated the business terms and conditions for a wide variety of commercial real estate products, including land, office, retail and industrial.
    5. Drafted and created a large variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value.
    6. Facilitate smooth closings for all clients from a final walkthrough to closing time and key transfer.
    7. Keep clients and agents up to date on where each file is in the closing process and of any needed information or paperwork.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts


Lead Transaction Coordinator Resume

Summary : Seeking a challenging position that effectively utilizes leadership skills, as well as a high level of productivity, to assist in leading a company to growth and success. Able to work well on own initiative and can demonstrate the high levels of motivation required to meet the tightest of deadlines.

Skills : Microsoft Office, Microsoft Exchange, Adobe, Marketing, Account Management, Desktop Publishing, Client Management

Description :

    1. Initiate the mortgage loan origination process, but entering information from the loan application into the company's loan origination software system (Encompass 360).
    2. Enter data, to ensure that automated checks and compliance tests are performed for each application received and that files are updated and corrected as needed to ensure compliance.
    3. Ensured all the information and documents are present in the loan file, are accurate, and comply with all applicable federal and state laws, as well as company policy.
    4. Then submitted the file to the Processor/Operations, so that the Loan Processor can receive the files in a queue, and begin requesting and receiving loan approval conditions.
    5. Manage day to day operations of the district office, including mail, supplies, and sales literature inventories.
    6. Create and distribute statistical reports, tracking loans through the opening progress.
    7. Assisting loan officers, loan officer assistants, and processors with technology, paperwork and form usage.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Junior Transaction Coordinator Resume

Objective : Seeking a challenging career with an organization offering excellent opportunities for learning, career advancement, which enables the employees to work in an area that gives scope to apply the knowledge, skills, responsibility and strives for collective growth and development.

Skills : Microsoft, Encompass, Salesforce, Iclosings, Equator, Calyx point, Quandis, Taskpoint, RELS, Mortgage office, Excel.

Description :

    1. Responsible for the processing of all real estate contracts from contract execution to the closing of escrow Assured that all post-closing disbursements, filing, and procedures take place.
    2. Communicates with customers, clients, other agents, and service providers throughout the closing process.
    3. Responsible for keeping the entire team updated on the progress of all contracts and advises team members when they need to become involved in negotiations or problem resolution.
    4. Maintains all vendor and service provider files.
    5. Responsible for effective communication with clients to ensure that fiduciary service is delivered from contract to close.
    6. Assisting with the acquisition of properties and Administrative duties View properties on a weekly basis with Real Estate agent.
    7. Correspond with the President of the company on decisions based on the purchase of properties Correspond with agent and Title Company before selling and buying transactions.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelors of Science

Transaction Coordinator - Entry Level Resume

Objective : Transaction Coordinator, skilled at handling multiple tasks and projects simultaneously in challenging environments with excellent management skills. Excellent analytical, co-ordination, planning & time management skills with strong team-building abilities. Proficient in managing end to end processing of all kinds of trades with complete accuracy & efficiency.

Skills : Communications, Filing, Relationship Management, Brochures, Database Management

Description :

    1. Responsible for managing and monitoring the transaction process of a high volume brokerage firm.
    2. Performing on average 70-80 files per day with a 24 hour turnaround time.
    3. Aided the agent in the process of turning in a completed closing file to ensure prompt commission payment through interfacing with real estate professionals, clients, vendors, and attorneys.
    4. As well as completing all tasks assigned during the normal transaction process of the Broker.
    5. Responsible for ensuring all appropriate paperwork and addendums are submitted to meet Georgia Real Estate Commission guidelines.
    6. Provide contract review prior to Real estate closing Entered all agent paperwork into the paperless data system and checking for accuracy Prepare documentation needed and act as a liaison between the agent and the closing attorney to ensure a smooth "pay at close" transaction.
    7. Provided exceptional customer service to all agents as well as the brokers and closing attorneys.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science

Transaction Coordinator/Certified Loan Officer Resume

Summary : Self-motivated and detail-oriented Transaction Coordinator/Certified Loan Officer, able to work well both independently and as a team member. Exceeded ongoing and overlapping deadlines in fast-paced environments, handle multiple assignments simultaneously and coordinate deliverables with key stakeholders in cross-functional groups.

Skills : Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Salesforce, Cybersource, Zip Forms, Docu-sign.

Description :

    1. Make an introductory call to clients upon receiving the purchasing or listing contract and continue communication throughout the process of the purchase or sale of the property.
    2. Assist clients with the scheduling of application signings, appraisal/inspection appointments, and closings.
    3. Oversee and manage the whole listing to closing process including documentation, deadlines, communication with all parties.
    4. Responsible for reading all contracts, understanding and managing all provisions and contractual obligations, obtaining all trailing paperwork, inspection reports, receipts and bills for real estate transactions.
    5. Communicate with appropriate employees to resolve any missing items or issues with each file.
    6. Contact all clients weekly to ensure all needs are met.
    7. In addition, follow up with lenders to ensure the file is on track for closing.
    8. Update system on a timely basis when applicable transaction changes occur.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science

Leasing Transaction Coordinator Resume

Summary : A dedicated professional with effective communication skills, bilingual (English/Spanish) and an extensive customer service background. An organized, self- motivated employee who brings to a position the professionalism, reliability, and confidence required to assure that the job will always be done on time and with precision.

Skills : West Law next, Trial Works, Freddie Mac DCS, Microsoft Word, Excel, PowerPoint, And MLS.

Description :

    1. Preparation of vouchers used to collect the commissions due to the company and to all sales professionals.
    2. Process all vouchers as understood by the organization's guidelines and procedures, company policies, such as verifying handwritten vouchers against the written contract by obtaining appropriate signatures, copies and distribute approved vouchers to the appropriate department by inputting vouchers into the Revenue Accounting System.
    3. Invoice is created and given to sales professionals to send to clients for the commission to be paid in a timely manner.
    4. Problem-solving on a day to day operations such as commission adjustments to brokers and/or issues with payments.
    5. Create a listing and deal files for lease/sales transactions.
    6. Assign new listing numbers and inputs all lease/sales information into the Company's database.
    7. Maintain property sign orders and removes all property signs for the office.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Arts

Transaction Coordinator/Executive Resume

Headline : Highly qualified Transaction Coordinator with experience in the industry. Enjoys creative problem solving and getting exposure on multiple projects, and would excel in the collaborative environment in which your company prides itself. Able to communicate effectively with cross-functional and global teams, programmers and technical staff at all levels.

Skills : Microsoft, Encompass, Sales Force, Iclosings, Equator, Calyx Point, Quandis, Taskpoint, RELS, Mortgage Office

Description :

    1. Processed a pipeline of 20-30 loans per month in a paperless environment while taking the file from initial setup through post-funding.
    2. Ordered title, appraisals, insurance, and any other necessary 3rd party verification.
    3. Analyzed documentation and calculated income to ensure minimum documentation/product guidelines were met.
    4. Ensured file quality adhered to all applicable compliance regulations.
    5. Aided the loan originator with scenario questions and structuring difficult loan files demonstrating my ability to think outside the box.
    6. Utilized Microsoft Outlook and Calyx Point to set conditions and schedule tasks and reminders enabling me to multi-task and efficiently manage my pipeline to meet deadlines.
    7. Maintained a high level of communication by conducting weekly pipeline review.
    8. Exceeded customer expectations by providing the highest level of customer service.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Transaction Coordinator/Supervisor Resume

Summary : Seasoned Transaction Coordinator/Supervisor with more than 7 years of experience in customer service and sales. Excellent phone and clerical skills. Track record of achieving exceptional results in customer service and retention. Professional education credits in law, ethics, personal lines, life and health insurance.

Skills : Microsoft Office, Multiple Online Services, Office Management, Troubleshooting, Customer Service

Description :

    1. Timely and accurate processing of Automated Clearing House items, ACH exceptions, and ACH origination.
    2. Processed daily account payables account receivable statements and billing.
    3. Prepared income and balance sheet statements and various other accounting reports.
    4. Assisted agents in communications and Client Relationship Management (CRM) duties.
    5. Responsible for managing and monitoring the transaction process through interfacing with real estate professionals, clients, customers, and vendors.
    6. Maintained escrow closing process and all tasks during the normal transaction process of the broker and/or agent.
    7. Maintained escrow files and the production, coordination, and processing of all information and documents pertaining to the sale/rental and escrow of each property.
    8. Provided training and technical expertise to administration staff.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Master Of Arts

Transaction Coordinator/Incharge Resume

Summary : Currently seeking a full-time loan processing position in finance, this will include but not limited to generation and review of lease and/or loan documentation, compliance and customer service. Looking for challenging opportunity to enhance and utilize skills in a professional company.

Skills : Account Management, Desktop Publishing, Client Management, Coordinator, Communications, Filing, Relationship Management

Description :

    1. Managed transactions with region teams as the interface to all parties including customers to prepare documentation package while auditing deals to ensure compliance and processing effectiveness.
    2. Documented lease and loan transactions in accordance with standard operating procedures and appropriate UCC and perfection requirements.
    3. Validated accuracy and completeness of information including pricing, residual information, tax treatments, invoices, and securitization information.
    4. Generated customer documents via internal systems in a timely and accurate manner.
    5. Ensured the timely completion of document storage and retention.
    6. Organized and compile communication for follow-up or missing documentation when needed.
    7. Ensured that quality customer service is consistently provided to all internal customers.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
Bachelors of Science

Transaction Coordinator Resume

Headline : An experienced Transaction Coordinator with high motivation and a strong work ethic looking to utilize the experience to excel in a career with an established company that offers an opportunity for long term growth. To secure a challenging position in Banking & Finance where extensive experience will be further developed & utilized.

Skills : Customer Service, Property Management, Teamwork, Budgeting, Organizational Skills, Negotiation.

Description :

    1. Oversee all aspects of sellers' transactions from initial contact to the executed purchase agreement.
    2. Prepare all listing materials: pre-listing presentation, Listing Agreement, sellers' disclosures, comparative market analysis, pull online property profile, research old multiple listing service (MLS) listings and etc.
    3. Consult & coordinate with sellers all property photos, staging, repairs, cleaning, signage, lockbox, access requirements & marketing activities.
    4. Obtain all necessary signatures on listing agreement, disclosures, and other necessary documentation.
    5. Provide proactive weekly feedback to sellers regarding all showings and marketing activities.
    6. Coordinate all public open houses and broker open houses.
    7. Input all listing information into MLS and marketing websites and update as needed.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelors of Science