Transaction Coordinator

Marcus & Millichap•San Diego, CA

5d•$31 - $34

About The Position

The Transaction Coordinator supports the accurate and timely processing of real estate transaction documentation. This role is responsible for maintaining transaction records, coordinating with internal teams, and ensuring smooth documentation workflows.

Requirements

High school diploma required
Two (2) years of experience in administrative support, transaction coordination, or revenue operations.
Proficient in Microsoft Office Suite, Excel & InDesign.
Strong attention to detail and organizational skills.
Effective written and verbal communication skills.
Ability to manage multiple tasks under tight deadlines.
Ability to maintain confidentiality and handle sensitive information
This position will be part of an Agent Team. You will need a license.
This position is part of an Agent Team and requires a valid real estate license.

Nice To Haves

an associate degree is preferred and considered a plus.
Familiarity with real estate closing documents is a plus.

Responsibilities

Request Due Diligence from Client
Abstract Due Diligence Material & Label Properly into Client Folder
Abstract Lease & Provide to Marketing Team to Create Marketing Material
Create Listing Agreement + State Legal Documents
Onboard Listing to MNET, Crexi, Costar, Personal Website
Create Marketing Piece for LinkedIn & Email Database
Order Title
Confirm whether Lease has a ROFR, ROFO and Process
Coordinate Process of Opening Escrow
Escrow Timelines
Contact Sheets
Coordinate Third Party Orders (Phase 1, Survey, Zoning Report, Appraisal) & Coordinate Site Visits with Seller/Tenant
Order / Request Estoppel + SNDA
Follow Timelines to Make sure all parties are abiding by the contract
Coordinate Process of Closing Escrow
Submit Commission Demand
Request / Update Insurance with Buyer + Lender Added as Additionally Insured
Troubleshoot / Overcome Objections
Process Tenant Notice Letter
Process Rent Coordination w/ Buyer (If we represent buyer)
Submit Closing Internally with Requested Documents
Create Closing Marketing Piece for LinkedIn & Email Database
Identify Closed Comps and Abstract Necessary Data
Identify On-Market Comps and Abstract Necessary Data
Communicate with Listing Agents to Confirm Status
Marketing Package, BOV, Team Brochure/Sales Flyer Creation & Design
Social Media and Marketing Email Creation & Design
May perform other duties as assigned.