Transaction Coordinator Resume Sample
Cole Brown
7952 Janis Streets,
Chicago,
IL
+1 (555) 316 7522
Work Experience
Senior Transaction Coordinator
12/2015
-
PRESENT
Chicago, IL
- Maintains and reconciles the trust ledger system and accounts in accordance with government regulations and internal control policies
- Actively maintains deal pipeline ensure all transactions are accurately reflected in the supporting database system by working directly with brokers and their teams
- Tracks all deferred or expedited transactions and reports to Management as required
- Accounts receivable tracking and maintenance, with quarterly reporting to senior management
- Revenue recognition reporting, ensuring revenue reported in appropriate financial period in accordance with policies
- Oversee administration of all trust funds received as a result of real estate transactions
- Liaise with banks on various matters (e.g. stop payments on cheques, cheque clearing, and interest calculations)
Transaction Coordinator
07/2009
-
10/2015
Detroit, MI
- Work with Commissions team on any updates/changes that are needed
- Review vendor invoices and send to Service Center Accounting Department with check requests for payment
- Attend all OA regional meetings; attend required webinars and conference calls to remain current with business trends and requirements
- Partner with brokers, Corporate Solutions leadership, clients, and other SMEs to identify opportunities within client portfolio and prepare recommendations communicating findings
- Manage projects and deliverables specific to roll-outs, portfolio evaluations, acquisition, consolidation of information and implementation of process
- Oversee field input for valuations and approving final product; prepare final reports per client requests
- Responsible for helping to establish protocol and customized templates for each client to include rebate tracker (if applicable), internal co-broker agreements, BOVs, RFPs, and comparison analysis
Assistant Transaction Coordinator
09/2002
-
01/2009
Phoenix, AZ
- Proactively manage revenue pipelines
- Manage assigned originator’s database in MyCircle
- Provide back up support as needed when support staff members are out of office (This does require regional travel)
- Management of all Sales and Listings
- Audit forms for accuracy, managing earnest money, scanning, uploading files into proprietary software
- Continuously update MLS throughout the real estate transaction
- Review entry of new listings into online marketing tools and work with agent to create any applicable marketing materials
- Responsible for the processing all HUDS and commission checks
Education
University of Phoenix - Las Vegas Campus
1997 - 2002
Bachelor's Degree in Business
Professional Skills
- Strong verbal and written communication skills. Basic math skills
- Proven ability to learn and effectively master new software applications Financial analysis and modeling skills beneficial
- Experience working with the MRIS system and strong MS Office skills (Word, Excel, and Outlook)
- Strong communication skills including excellent phone presence
- Excellent writing and editing skills, i.e., spelling, grammar, punctuation
- Strong computer skills, including proficiency with MS Word, Excel, Outlook, PowerPoint and more
- Proven effective ‘project management’ skills required to identify multiple tasks and coordinate the timely completion of every component
How to write Transaction Coordinator Resume
Transaction Coordinator role is responsible for modeling, interpersonal, microsoft, basic, organizational, budgeting, powerpoint, communications, adobe, computer.
To write great resume for transaction coordinator job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Coordinator Resume
The section contact information is important in your transaction coordinator resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Transaction Coordinator Resume
The section work experience is an essential part of your transaction coordinator resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous transaction coordinator responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transaction coordinator position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Coordinator resume experience can include:
- Responsible for management of the trackers including rebate (if applicable), activity reports, and Approval Exhibits (approvals as required for each transaction)
- Assistance with creation of RFP responses including compilation of information and graphics for new clients as well as, one off transactions for existing clients
- Strong customer service and creative problem-solving experience
- Experience planning, organizing and executing multiple assignments, tasks and projects
- Experience working in commercial banking or commercial finance required
- Experience working in a corporate services role balancing the requirements and needs of both internal and external Clients
Education on a Transaction Coordinator Resume
Make sure to make education a priority on your transaction coordinator resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction coordinator experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Transaction Coordinator Resume
When listing skills on your transaction coordinator resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical transaction coordinator skills:
- Basic math skills, strong verbal and written communications skills
- Effective verbal and written communication skills. Ability to successfully interface with customers,
- Effective written and verbal communication and interpersonal skills needed to work with business people at all levels
- Proficiency in MS Word, Excel, Strong Data Entry Skills and PDF software programs
- Excellent customers service and phone skills
- Excellent interpersonal and communication skills with people of all personality types
List of Typical Experience For a Transaction Coordinator Resume
1
Experience For Senior Transaction Coordinator Resume
- Prior people management experience
- Relevant experience in the commercial real estate in leasing/acquisitions / dispositions, transaction and/or property management coordination
- Previous experience in real estate, property management, or other related fields highly desirable
- Monitoring Closed-Pending files weekly and letting the Broker know if and when they are having issues getting a file closed due to missing paperwork
- Monitoring Closed files weekly and letting the Broker know if and when they are having issues getting a file closed due to missing paperwork
- Assisting agents with procedural questions, phone and in person, and giving one-on-one training if necessary
- Preparing closings for the closing coordinator, which includes the following tasks
- Distributing agent commission checks, ensuring not to release if file is incomplete or obtain Broker approval to release before completion
2
Experience For Accounting / Transaction Coordinator Resume
- Verifying Buyers, Sellers and type of transaction matches the closing paperwork
- Entering all information in the closings tabs for TC files. (i.e buyer name, seller name, Listing agent, Buyer agent, title & loan type)
- Teaching the Paperless system to new and existing agents
- Monitoring & responding to Messages in myROG Dashboard, daily
- Running weekly MLS Report, which includes the following tasks
- Teaching the Skyslope system to new and existing agents
- Managing and tracking contract deadlines to ensure all timelines are met
3
Experience For State Transaction Coordinator Resume
- Entering check numbers once checks are received for the day into the check log
- Verifying the amount received matches commission instructions
- Ordering of third party items
- Processes deposits, issues cheques and handles all administrative tasks pertaining bank statements for interest bearing bank accounts
- Assist members in locking loans and paying for appraisal fees
4
Experience For Transaction Coordinator / Admin Resume
- Manage loans to ensure we meet appropriate contingency, closing and funding dates
- Provide any necessary administrative assistance through production and underwriting process
- Daily changing of New Status files to Open status
- Daily monitoring Withdrawal/Cancellation category in myROG Dashboard
- Daily monitoring Expired Listings in myROG Dashboard
- Daily monitoring Withdrawal/Cancellation category in Skyslope Dashboard
- Daily monitoring Expired Listings in Skyslope Dashboard
5
Experience For Assistant Transaction Coordinator Resume
- Work independently, and in a fast paced, often changing environment
- Forward loan applications, disclosures and other supporting documents for customers completion and signature
- Prepare loan for submission for processing
- Work with escrow/title or attorneys to move the transaction forward by generating the appropriate contracts as directed by Senior Agent
- Print, bind and distribute proposals and Offering Memorandums as required
- Responsible for all monthly and quarterly reporting
- Manages all paper documents and other supporting functions to the Transaction Manager
- Tracks and reports upcoming lease expirations and other critical dates to CRE team members
- Responsible for ensuring agents are paid accurate commissions with a short turn-around time
6
Experience For Documenation Transaction Coordinator Resume
- Creates deal files and verifies requireddocuments per CBRE's policiesand Real Estateguidelines by completing the Deal File Checklist
- Assists Transaction Accounting in the process of collection and distribution of client’scommission payments
- Provides customer serviceto sales professionals, clients and legal counsel pertaining to real estate transactions
- Assist with reporting functions
- Enters and updates listing into MRIS system
- Other administrative responsibilities within the office as needed
7
Experience For M&A Transaction Coordinator Resume
- Set and confirm appointments for the originator and manage calendar
- Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies
- Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters
- Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild’s SAFE Act policy.)
- Subject to the limitations set forth in Guild’s SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval
- Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates
- Per company policy and investor guidelines: this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes
- Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process
8
Experience For Associate Documentation Transaction Coordinator Resume
- Assisting Originator with obtaining an accurate and thorough 1003
- Analyzing customer’s credit and financial scenario and determining appropriate loan product(s)
- Monitoring compliance emails on a daily basis and responding to agents as quickly as possible
- Opening files and uploading documents for those agents who pay extra to use their services
- Review Real Estate specific documents to ensure we compliance with CAR (Knowledge of documents is required)
9
Experience For Funding Transaction Coordinator Resume
- Daily preparation of Docu-sign for Broker's Signature
- Coutesy email to TC agents with list of documents still needed for file
- Proficiency in the use of Microsoft Office Suite and have the ability to use internet based software
- Daily preparation of Digi-sign for Broker's Signature
- Responsible for ensuring that TCFEF’s ownership interest in the equipment and/or security interest in the collateral is perfected and prioritized and in compliance with company policies
- Reviews other team member’s work for completeness and accuracy and provide additional guidance
- Advanced proficiency of Microsoft Excel, Word and Outlook
10
Experience For Senior Documentation Transaction Coordinator Resume
- Communicating with pertinent internal and external parties (customers, dealers, shipyards, EPC, third party counsel, other lenders, etc) in regards to transaction documentation issues
- Gathering information and performing analysis for document preparation, such as company incorporation documents to determine proper legal names, authorized signers, and types of board resolutions required to complete loan documents
- Assists and coordinates the administration of customer financial / negative covenant compliance reviews, remediation and resolution documentation. Manages the loan covenant compliance process and various loan retention accounts during the term of the loan. Prepares the compliance health scorecard for management review
- Conducts and monitors Know Your Customer (KYC) requirements and process. Utilizes Legal, Tax and other support functions within the enterprise, if needed to ensure compliance with laws and regulations in multiple international jurisdictions
- Manages the order pipeline proactively and effectively schedules all closings to the customers' satisfaction
- Title industry experience required
- Read and interpret lease, construction, and contract documentation
List of Typical Skills For a Transaction Coordinator Resume
1
Skills For Senior Transaction Coordinator Resume
- Work effectively in a cohesive team environment
- Intermediate to Advanced MS Word, Excel, PowerPoint and Outlook skills required
- Well-developed organizational skills with the ability to multitask and track numerous transactions
- Manages the order pipeline proactively and effectively schedules all closings to the customers’ satisfaction
- Good understanding of title binders, HUD's, Closing Disclosures and endorsements
- Experience proofreading documents for spelling, punctuation and grammar
- Experience working in a role balancing the requirements and needs of both internal and external clients
- Good understanding of title binders, HUD’s, Closing Disclosures and endorsements
2
Skills For Accounting / Transaction Coordinator Resume
- Advanced knowledge of and demonstrated ability to apply financing and taxation principles
- Demonstrated knowledge of financing and documentation principles
- Relevant experience in the commercial real estate in leasing / acquisitions / dispositions, transaction and/or property management coordination
- Real estate license registered in the Province of Ontario in good standing is required
- Real estate transaction management/ coordinating experience
- Experience in commission processing and/or related field
3
Skills For State Transaction Coordinator Resume
- Demonstrated accuracy inputting data and exhibits a high attention to detail
- Excellent typing and data entry with high accuracy
- Total experience in Mortgage lending or related field
- Demonstrated ability to discern complex elements of transactions and consistently choose the
- Experience with OCC and FDIC policies, procedures and requirements
4
Skills For Transaction Coordinator / Admin Resume
- Experience, knowledge and interest in the fundamentals of real estate is considered a definite asset
- Experience with Microsoft Word, Excel, Outlook, PowerPoint, Publisher and Adobe Photoshop
- Experience in the title industry
- Experience with Salesforce is desirable although not required
- Previous experience with CAR forms
5
Skills For Assistant Transaction Coordinator Resume
- Strong working knowledge of CAR (California Association of Realtors) contracts and disclosures
- Two or more years’ experience in a customer centric business environment with administrative responsibility
- Preparing, organizing, and disseminating reports and performing reporting functions
- Handling phone calls, maintaining calendars, processing mail and emails, and managing inquiries
- Creating and distributing marketing materials (postcards, flyers, broadcast emails, etc.)
- Assisting deal team in creating and editing presentation packages to executives, deal team, and other third parties
6
Skills For Documenation Transaction Coordinator Resume
- Processing Listings: Responsible for overseeing the process of all new home listings. This includes but is not limited to
- Performing database management and filing
- Coordinating signings & fundings with the help of processing
- Working knowledge of word processing required
- Gathering research and presenting various real-estate-related market information
- Working knowledge of basic contract law
7
Skills For M&A Transaction Coordinator Resume
- Liaising with lender’s engineer or Marine Surveyor to conduct site visits and provide valuation or project status/budget updates
- Liaising with lender’s engineer or Marine Surveyor to arrange site visits and obtain valuation or project status/budget updates
- Reviewing documents for grammar and punctuation as well as handle confidential personnel information/matters
- Managing day to day operations for the team
- Ensuring Agents are paid accurate commissions with a short turn-around time
- Educating borrowers on the loan process, risks and benefits of loan alternatives, and types of loan programs that best meet their needs
- Maintaining current file status communication with all parties in the transaction
- Managing high volume of seller-side transactions
8
Skills For Associate Documentation Transaction Coordinator Resume
- Ordering all necessary certificates and payoffs for the Seller Side of a transaction
- Communicating with various third parties for the deal team
- Managing other team members
- Manages the due diligence process; assembles and organizes libraries including setting up file system, cataloging materials and collecting missing documents
- Offer agent support as needed by answering agent questions and requests and communications regarding missing/incomplete paperwork
9
Skills For Funding Transaction Coordinator Resume
- Responsible for preparation and organization of deal closing packages in a manner that facilitates the review and approval of underlying funding requests
- Responsible for drafting all reports and supporting all internal and client reporting needs
- Provides administrative and coordinating support to office brokers and other staff, including the distribution of marketing materials
- Work with agents on uploading photos to market the listing
- Responsible for reviewing and uploading documentation for proper placement in the system
- Responsible for the review of lease and loan documentation including preparation of booking forms
- Create leading edge client facing presentation documents
- Basic understanding of computer software programs and base building systems
- Facilitates commission invoicing and tracking
10
Skills For Senior Documentation Transaction Coordinator Resume
- Follow up with buyer/seller during the due diligence period obtaining necessary documents
- Complete Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for client(s)
- Liaisons with owner/client representatives for collecting/distributing property information
- Portfolio reporting (e.g. data manipulation, spreadsheet formatting) for both C&W and client
- Maintain and grow database including calling new contacts to verify information and capture email addresses for future campaigns
- Manage senior agent’s calendar including meeting coordination, conference calls, etc
- Communicate with all parties as to status of transaction documents as closing approaches and ensuring both parties sign
- Launches activity tracking file, changes MRIS status, if applicable, and contacts lending institution to confirm formal application
- Verify accuracy of information by checking daily edits and reconciling fund totals
List of Typical Responsibilities For a Transaction Coordinator Resume
1
Responsibilities For Senior Transaction Coordinator Resume
- Review and understand broker market surveys and deliverables prior to client delivery
- Experience with Word, Excel and Outlook
- Title, Mortgage or Real Estate Experience is required
- Track and report upcoming lease expirations and other critical dates
- Input commission information into C&W revenue reporting system
- Process deal file paperwork; gather and label required documents; assist in obtaining necessary approvals
- Daily entry of transactions into the record keeping system
2
Responsibilities For Accounting / Transaction Coordinator Resume
- Communicate with client services to resolve missing or inaccurate data
- Assist with printing monthly and quarterly reports statements
- Maintains property signs inventory. Orders and removes all property signs for the office
- Verifies vouchers against the written agreements. Enters all transaction information into the Company’s database according to the organization’s guidelines and procedures
- Keeps track of past due collections, commission, and revenue.
- Prepares and tracks correspondence for broker engagements and commission collection
- Facilitates all customer requests including endorsements, review of documents, and searches. Works closely with the examination team to explain delicate title matters
- Receives, reviews, and processes all incoming lender instructions in order to complete and obtain approval for the HUD-1/Closing Disclosure and receipt of the lender closing package
- Requests status of the lender’s wire in order to meet the scheduled closing time
3
Responsibilities For State Transaction Coordinator Resume
- Facilitates all lender requests with updated loan figures that need to be reflected on the HUD-1/Closing Disclosure
- Provides daily support through phone and email to the customers, as well as the Regional Account Executive team
- Distributes listing renewal information to sales professionals and follows-up to obtain required documents in order to keep listings current. Verifies handwritten voucher against the written contract
- Send Seller completed disclosures and other related documents/reports (if applicable) to the buyer’s agent/side of the transaction
- Screen and track dates as related to loan transaction and respond accordingly
- Enter and manage information within the system
4
Responsibilities For Transaction Coordinator / Admin Resume
- Upload loan applications forms and disclosure document from internal system
- Collected completed documents and update transaction changes in timely manner
- Order required documents as needed
- Prepare contracts, Receipt of Documents, estoppel/SNDA/Right of First Refusal requests
- Perform follow up with escrow or attorneys to get all documents completed by contract due dates
5
Responsibilities For Assistant Transaction Coordinator Resume
- Keep a detailed email folder in Outlook for every transaction
- In slower times, assist Agents, and team with administrative tasks and provide administrative support as required
- Opens new Real Estate projects per the Transaction Manager’s direction in the deal tracking database and tracks all data, authorizations and documents related to the real estate project
- Responsible for gathering data and conducting deal research
- Tracks due diligence periods and supports needed documentation for all sales
- Reviews monthly reports from Lease Administration to ensure accuracy and prepares review for Transaction Manager approval
6
Responsibilities For Documenation Transaction Coordinator Resume
- Drafts and processes all commission vouchers. Tracks commissions
- Processes all internal invoices
- Calculates and Tracks cost saves
- Assisting with creation of proposals, marketing of listings, management of properties under contract as well as escrow management and assistance with closing process
- College graduate or demonstrated combination of formal education, training, and experience with knowledge, skills and abilities equivalent to those possessed by a college graduate
- Provides daily support through phone and email to the customers, as well as the Regional Account Executive team Builds and maintains relationships with the Regional Account Executive team, Attorney and Lender Network
- Customer service oriented personality
- Verifies handwritten voucher againstthe written contract. Enters all sales and lease information into the Company’s database according to the organization’s guidelines and procedures. Assistsin obtaining appropriate signatures/approvals and transferring all financial information to Transaction Accounting for further processing
- Assists Transaction Accounting in obtainingnecessary verifications of various contingencies in order to adhereto the Company’srevenue recognition policies. Prior experience with FINTRAC and other legislation pertaining to commercial real estate transactions is an asset
7
Responsibilities For M&A Transaction Coordinator Resume
- Provide exceptional client service at all levels, internally and externally
- Manage smaller transactions and associated parties, i.e. Brokers
- Provide support to the transactions team with any documentation required to be used during the transaction management process, including new leases, renewals, purchases, sales, subleases, options, etc
- Prepare negotiation summaries/RFP comparison matrixes
- Gather data and real estate market information from research and brokers
- Assist in the preparation of market and demographic information for use in presentations and meetings, speak to market information
- Draft and/or comment on RFP’s and LOI’s
- Draft and process all requests for service or client Initiation documents
- Draft and process all Co-Broker and agent engagement letters
8
Responsibilities For Associate Documentation Transaction Coordinator Resume
- Negotiation summaries/RFP comparison matrixes
- Fusion/CoStar/REFLEX or other TM Technology updates and document uploads
- Process paperwork (e.g. blue-backed documents for signature, ensure proper distribution once documents are fully executed, act as a liaison between Real Estate, Lease Administration and Facility Management)
- Requests status of the lender's wire in order to meet the scheduled closing time
- Assist in preparation of real estate documents such as offers, counter offers, addenda, and listing agreements from templates
9
Responsibilities For Funding Transaction Coordinator Resume
- Solve problems involving several variables (commissions, referrals, split percentages)
- Facilitate commission invoicing
- Review lease/sales closing packages submitted from sales offices to ensure accuracy, completeness and compliance with state and company requirements
- Coordinate client feedback questionnaires/surveys
- Utilizes office applications to collect, track, and analyze property/market data and prepare basic summary reports
10
Responsibilities For Senior Documentation Transaction Coordinator Resume
- Expert levels in MS Office Suite
- Liaison between the buyer/seller, mortgage company and title company from contract to close
- Manage deadlines for all transactions, with all parties involved
- Acquire all sales and title related documents, deeds, AOA, Tax information etc
- Manage and maintain schedules/appointments
- Verify that all documents are properly executed by all parties
- Ensure escrow has been opened and all parties have received the appropriate documents
- Print, bind and distribute proposals as required
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