Transaction Specialist

Cushman & Wakefield•Tampa, FL

1d•Onsite

About The Position

Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate services clients. This role involves assisting with the implementation of portfolio plans, collaborating with brokerage professionals on negotiations, managing documentation and client communications, reviewing financial analysis, overseeing revenue tracking, maintaining transaction databases, ensuring accuracy of reports, presenting transaction activity, leading client meetings, and providing suggestions for process improvements. The specialist may also provide supervision for transactional team members. The role also includes developing standard forms and procedures, implementing standardized processes for efficiency, measuring transactional performance, and ensuring all client and broker engagement documentation is executed. Transaction management duties include coordinating field broker selection, determining client needs, coordinating negotiations, coordinating legal review of documents, ensuring accuracy of financial data, resolving disputes, coordinating site visits, ensuring compliance with state real estate standards, and managing client rebate accounts. Strategic planning involves assisting in the development of real estate plans, identifying occupancy cost opportunities, ensuring strategy implementation, supporting business case development, and executing strategies through action plans.

Requirements

Bachelor’s degree (BA/BS) in any field; finance/real estate preferred
1+ years of real estate experience in transaction management or corporate real estate
Ability to travel up to 10%

Nice To Haves

Client Service Skills
Communication Proficiency (oral and written)
Financial Analysis
Negotiation Skills
Organization Skills
Teamwork Orientation
Multi-Tasking

Responsibilities

Assist with the implementation of portfolio plans that align with client’s real estate goals and objectives
Collaborate with C&W and non-C&W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease, and purchase
Manage the flow of key documentation and client communications
Review, and interpret financial analysis
Oversee revenue tracking of all transactions
Maintain a database of transaction activity
Ensure the accuracy of all transaction reports
Present transaction activity to the client
Lead and/or facilitate client meetings
Provide suggestions for process and technical improvements relating to the transaction process
Assist with the onboarding of new team members
May provide supervision for transactional team members and other team members supporting the transaction activity of the relationship
Assist with the development of standard forms and procedures
Implement standardized processes/playbooks that create maximum efficiencies and add value
Assist in measuring transactional performance
Ensure that all client and broker engagement documentation is executed
Coordinate field broker selection process
Assist with determining client needs and communicating project parameters
Coordinate negotiations and management of transactions
Coordinate legal review of all client leased/owned documents
Ensure the accuracy of financial data and reporting
Resolve landlord/tenant disputes
Coordinate client site visits/market tours
Ensure all State real estate standards are met
Assist in the management of client rebate account
Assist in the development of strategic real estate plans
Identify occupancy cost opportunities
Ensure implementation of agreed-upon strategy
Produce and/or support business case development
Execute strategies by developing action plans