Assistant Transaction Coordinator
Description
Engagement: W8BEN Independent Contractor
Hours: Monday to Friday 40hrs/ week
PRIMARY RESPONSIBILITIES
? Support transaction pipeline tasks for investment sales and financing.
? Track deadlines, submissions, diligence, tours, announcements, and follow-ups.
? Coordinate across advisors, internal teams, lenders, clients, and third parties.
? Prepare, cross-check, file, and maintain transaction documents and CRM records.
? Support escrow, closing, settlement, and loan-process coordination.
? Schedule meetings, presentations, events, conferences, and key milestones.
? Update databases and recommend workflow or process improvements.
? Provide administrative and technical support as needed.
EDUCATION & EXPERIENCE
? Bachelor's degree in Management, Finance, Business, Real Estate, or related field preferred.
? Experience in commercial real estate, transaction coordination, escrow, mortgage, or closing support preferred.
? Administrative, coordinator, or transaction support experience preferred.
? Exposure to investment sales, financing, lender coordination, due diligence, or closing processes is a plus.
? Experience supporting multiple stakeholders in a deadline-driven environment preferred.
? Prior use of CRM, document-management, or workflow tools preferred.
QUALIFICATIONS & SKILLS
- Organization
- Time Management
- CRM Accuracy
- Transaction Support
- Communication
- Attention to Detail
- Process Improvement
TOOLS YOU WILL USE
- CoStar
- Microsoft 365 (Outlook, Teams, Sharepoint, Powerpoint, Excel, word, OneDrive)
- Asana
- Salesforce
- Box
- KAMI