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1

transaction coordinator/advertising and marketing manager

  • Act as liaison between real estate agents, clients, attorneys, escrow companies, and mortgage brokers during the process of a real estate sale and effectively manage the administrative tasks involved in closing a transaction
  • Create timelines and follow up with individuals as needed to ensure all deadlines are met and contingencies are released
  • Maintain accurate and compliant files for all transactions
  • Understand the contracts to summarize all essential terms, conditions, and contingency dates
  • Communicate with the agent daily throughout the transaction to ensure that all paperwork, deadlines, etc. are met
  • Communicate regularly with the client to send them reminders, check-in, and let them know what to expect in each step of the closing process
  • Establish relationships with all third parties, including lenders, inspectors, appraisers, and all agents to ensure a smooth closing process and share relevant information
2

transaction coordinator

  • Set-up loans and submit for processing
  • Assisted with pricing, running AUS and title fees 
  • Organized borrowers’ documents to maintain a smooth  application process 
  • Aided the loan officer to uphold the daily pipeline
  • Developed professional relationships with borrowers
  • Created spreadsheet templates which aided in achieving deadlines in a timely manner  
3

transaction coordinator

  • Draft any addenda needed along the way and keep a record of them on file and ensure they are shared with appropriate parties
  • Be the first point of contact/resource for all questions that arise throughout the closing process from the agent (and client, attorneys, lenders, appraisers, other transaction coordinators/Realtors, etc.)
  • Stay in excellent communication with the agent if any issues arise that they need to handle or negotiate
  • Coordinate closing date, time, and location and notify all parties
4

transaction coordinator

  • Ensure all real estate documents are complete and meet DRE compliance.
  • Monitor and asses the progress of the transction to meet all deadlines, including the home inspection and loan contingency.
  • Manage and update MLS listings and status.
  • Coordinate closing activities.
  • Manage real estate offices, handling associated business details.
5

transaction coordinator/ executive administrative assistant

  • Create & mail newsletters, promotional material, or additional information
  • Learn to operate new technologies as they are developed and implemented
  • Develop and/or maintain internal or external company Web sites
  • Operate electronic mail systems and coordinate the flow of information, internally or with other organizations

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