Transaction Coordinator

Hammes•Milwaukee, WI

18d

About The Position

The Transaction Coordinator is an integral member of Hammes Partners, coordinating due diligence activities for pending transactions and facilitating the timely sourcing and closing of investments. The role participates directly in the investment process and works closely with company leadership, investment professionals, development personnel, capital markets professionals, operations teams, legal counsel, lenders, and other external partners. The position supports acquisition, disposition, leasing, and financing transactions, including transaction due diligence, documentation, and closing logistics. It also supports the sourcing and execution of construction and permanent financing, development project coordination, lender outreach and relationship management, and preparation of financing packages. The coordinator monitors transaction timelines, organizes project files and approvals, and prepares progress reports. Work hours may vary with 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.
Utmost attention to detail.
Strong organization and multitasking skills in a fast-paced environment, including time management.
Strong interpersonal skills and ability to establish rapport by phone and email.
Strong oral and written communication skills and presentation abilities.
Advanced knowledge of Microsoft Office and proficiency in Excel, Word, and PowerPoint.

Responsibilities

Coordinate due diligence activities related to pending transactions and help facilitate timely sourcing and closing of investments.
Assist with acquisition, disposition, leasing, and financing transactions, including estoppel certificates, SNDAs, title and survey review, closing documents, and closing logistics.
Assist the Capital Markets team with sourcing, documenting, and closing construction and permanent financings, including documenting debt execution strategies and working with consultants on hedging strategies.
Assist with establishing lending relationships through direct outreach and the brokerage community; create and maintain lender databases and sourcing logs.
Drive financing procurement processes from preparation of financing packages through procurement and negotiation of term sheets.
Assist with loan assumption processes related to investment monetization.
Collaborate with investment professionals to prepare A&D, construction, and permanent loan financing packages for development opportunities.
Assist development personnel and investment associates with feasibility study reports; review project cost control, monthly draws, invoicing, change orders, and monthly development asset management reports.
Assist with 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 in documenting and closing A&D, construction, and permanent loans for development-oriented investments; coordinate with operations to ensure capital is available to close development transactions.
Oversee lender due diligence and documentation functions and review development-oriented monthly asset management reports.
Negotiate purchase and sales agreements with internal and external counsel.
Engage third-party service providers for PCR, Phase I, lease abstracting, survey, title, and zoning work, and 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, prepare weekly progress reports, and communicate status in scheduled 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 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 firm management.