Transaction Coordinator - (New York)
About The Position
SURMOUNT Brokerage (formerly NNN Pro), the market leading commercial real estate net lease investment sales team in the country, is seeking a detail-oriented Transaction Coordinator to support our deal pipeline from listing through close. This is a critical back-office, process-driven role responsible for ensuring the accuracy and completeness of transaction records and documents across all stages of a deal. You will work closely with our Brokerage Operations Manager, brokers, and internal leadership. This role is ideal for someone who thrives on process, takes ownership of getting things right, and finds satisfaction in keeping a complex pipeline clean and organized.
Requirements
- Experience in real estate operations, brokerage support, title, closing coordination, or a similar back-office/administrative role
- Comfort working in Salesforce or a comparable CRM; you don't need to be a developer, but you need to navigate it confidently
- Strong attention to detail — you catch what others miss
- Organized, process-driven, and able to manage multiple open files simultaneously
- Ability to work independently in a hybrid setting with minimal supervision
Nice To Haves
- Familiarity with commercial real estate transaction documents is a plus; residential background considered with demonstrated ability to learn
Responsibilities
- Cross-reference listing agreement details — seller information, listing term, commission structure, and list price — against data entered in Salesforce to ensure accuracy
- Confirm that all state-required agency disclosures are present and properly executed
- Circulate executed listing agreements to the broker and manager for internal signature to obtain fully executed versions
- Review offering memorandums to verify alignment with Salesforce data entry
- Review executed purchase agreements for completeness and accuracy
- Confirm all state-specific agency disclosure and dual agency documents have been collected and executed by all applicable parties
- Collect and confirm receipt of all required closing documents: settlement statements, invoices, wire confirmations or check copies, FIRPTAs (where applicable), referral agreements, and external vendor invoices and W-9s
- Verify that revenue is booked correctly in Salesforce and that all agents are properly associated with their respective deals
- Participate in the management approval process for revenue splits and agent payouts, ensuring a clean second review
- Maintain an accurate and current deal pipeline in Salesforce across all stages
- Flag missing documents, data discrepancies, or incomplete entries to the operations manager
- Support ongoing improvements to data entry standards and transaction workflows
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
