Transaction Coordinator
1 day ago
Job Title
Transaction CoordinatorJob Description Summary
Provide support to C&W transactions management professionals who are supporting a client's dispersed portfolio of real estate locations across Canada.Job Description
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Provide exceptional client service at all levels, internally and externally.
- Support the transactions team with any documentation required to be used during the transactions management process including new leases, renewals, purchases, sales, subleases, options, etc.
- Complete a high-volume of market assessments, while adhering to strict guidelines and timing.
- Track and report upcoming lease expirations and other critical dates.
- Draft and process all requests for service or client initiation documents.
- Draft and process all Co-Broker and agent engagement letters.
- Facilitate commission invoicing.
- Input commission information into C&W revenue reporting system (Salesforce).
- Assist with reporting functions.
- Closing/Value-add reports.
- KPI tracking.
- Fusion/CoStar/REFLEX or other TM Technology updates and document uploads.
- Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for both C&W and client.
- Other administrative client reporting duties that can be better managed by C&W.
- Handle general administrative duties (e.g. copy/fax, light phone support, correspondence as needed, departmental support, etc.).
- Process paperwork (e.g. documents for signature, ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, and Lease Administration).
- Review and understand broker market surveys and deliverables prior to client delivery.
- Gather data and real estate market information from research and brokers.
- Lead a regular cadence of status calls between the transaction team and client.
- Ensure and manage the quality and timeliness of transaction information entered into all databases.
- Prepare transaction communication tools and package for management for internal approval process.
KEY COMPETENCIES
- Client Service Skills
- Communication Proficiency (oral and written)
- Organization Skills
- Technical Proficiency (MS Powerpoint, Excel, Word)
- Detail Oriented
- Interpersonal Skills
- Sense of Urgency
- Research Skills
- Familiarity with commercial leases
EDUCATION
• High School diploma or GED required
• Bachelor's Degree preferred in any field; finance/real estate ideal
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