Licensed Transaction Coordinator & Client Intake Specialist

Justin Udy & Team•Sandy, UT

About The Position

Justin Udy & Team is seeking a highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process. Sound like something you’d love? Apply now!

Responsibilities

Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority
Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines
Review contracts and transaction documents for completeness, accuracy, required signatures, and dates
Coordinate communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders
Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation)
Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents
Enter, maintain, and update all client and transaction information in the CRM and transaction management system
Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance
Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience
Answer inbound buyer and seller inquiry calls in a professional and timely manner
Gather structured intake information, including timeline, motivation, property details, and financing status
Accurately document all intake information in the CRM
Route qualified leads to agents based on established team guidelines
Schedule appointments when criteria are met and hand off to agents appropriately