Transaction Coordinator

Hammes • Milwaukee, WI

3d

About The Position

The Transaction Coordinator is an integral member of Hammes Partners, coordinating due diligence for pending transactions and helping source and close investments. The role participates directly in the investment process and works closely with company leadership, investment professionals, capital markets, development, and operations teams. Responsibilities span acquisition, disposition, leasing, financing, development, and adaptive reuse transactions, including lender outreach and procurement, transaction documentation, closing coordination, development-project support, and management of transaction records and timelines. Some variation in work hours may occur due to project needs and deadlines, and occasional travel may be required.

Requirements

• Bachelor’s degree in Finance, Real Estate, or an equivalent combination of education and work experience.
• At least 3 years of work experience with a real estate firm or in a similar position at an accounting firm, law firm, or title company.
• Exceptional attention to detail.
• Strong organizational and multitasking abilities, including time-management skills, in a fast-paced environment.
• Strong interpersonal skills, including the ability to establish rapport by phone and email.
• Strong oral and written communication and presentation skills.
• Advanced knowledge of Microsoft Office and proficiency in Excel, Word, and PowerPoint.

Responsibilities

• Assist with acquisition, disposition, leasing, and financing transactions, including due diligence, estoppel certificates, SNDAs, title and survey review, closing-document preparation, and closing logistics.
• Support the Capital Markets team in sourcing, documenting, and closing construction and permanent financings.
• Help determine and document debt-execution strategies and work with third-party consultants to define related hedging strategies.
• Establish new lending relationships through direct outreach and the brokerage community.
• Create and maintain a lender database and sourcing logs for debt executions.
• Drive financing procurement from package creation through procurement and negotiation of term sheets.
• Assist in managing loan-assumption processes related to investment monetization.
• Collaborate with investment professionals to prepare financing packages for A&D, construction, and permanent loans and support successful loan procurement.
• Support development projects by assisting with feasibility studies, reviewing project cost controls, approving monthly draws and invoices, approving change orders, reviewing development asset-management reports, and documenting architectural, engineering, and general-contractor agreements.
• Work with investment origination and capital markets teams to develop capitalization strategies, structure and model investment transactions, and finance development opportunities.
• Assist capital markets professionals with documenting and closing A&D, construction, and permanent loans for development-oriented investments.
• Coordinate with the operations team to ensure capital-stack elements are available to close development transactions.
• Oversee lender due-diligence and documentation functions.
• Review development-oriented monthly asset-management reports prepared by affiliated or third-party project managers.
• Negotiate purchase and sales agreements with internal and external counsel.
• Engage third-party providers for property condition reports, Phase I assessments, lease abstracting, surveys, title, and zoning; follow up on issues identified.
• Review sales contracts, insurance certificates, property condition and environmental reports, estoppels, and related documents.
• Prepare real estate closing packages and review closing statements.
• Work with selling parties to obtain required property and tenant due-diligence materials.
• Monitor transaction workflows and timelines to ensure deadlines are met and projects progress as scheduled.
• Prepare weekly progress reports and communicate status at regular team meetings.
• Create and maintain project files and secure internal approvals required to proceed to closing.
• Work with legal counsel to organize ownership entities and obtain formation documents, good-standing certificates, operating agreements, foreign LLC qualifications, authorizing resolutions, and tax identification numbers.
• Build relationships with legal counsel and other external partners.
• Complete other assignments and special projects as assigned by management.

What This Job Offers

• Job Type: Full-time