Transaction Coordinator

Posted 4 Days Ago
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Dallas, TX
Entry level
Real Estate • Financial Services
The Role
The Transaction Coordinator will support brokers by managing client interactions, tracking leads, organizing emails, scheduling meetings, handling expense management, and assisting with marketing initiatives. This role requires exceptional organizational skills and attention to detail to ensure smooth workflows and client satisfaction.
Summary Generated by Built In

We are seeking a dynamic and detail-oriented Transaction Coordinator to join our leading multifamily brokerage team. The ideal candidate will play a pivotal role in supporting our brokers and transaction team, ensuring smooth business development processes, and helping foster exceptional client relationships. This position is ideal for a proactive individual who thrives in a collaborative environment and is passionate about contributing to the success of a top-tier brokerage team.

Key Responsibilities:

  • Broker Support and Client Interaction: Assist brokers with business development activities, including client interaction management and tracking. Act as a liaison between brokers and clients to ensure timely communication and exceptional service delivery.
  • Lead Tracking and Execution: Compile, update, and track client lead lists. Monitor progress and ensure the execution and follow-up of business development initiatives.
  • Email and Priority Management: Oversee brokers' email communications, organize inboxes, and create daily priority lists to streamline workflows and maximize productivity.
  • Client Meetings and Travel Coordination: Schedule and coordinate client meetings, including the organization of travel logistics for brokers to ensure seamless client engagement and trip planning.
  • Expense and Invoice Management: Assist brokers with managing client expenses and processing invoices. Maintain accurate records and ensure compliance with company policies.
  • Marketing and Event Support: Collaborate with the Transaction Manager to support marketing initiatives and assist in planning and executing client-focused events.
  • Listing Management: Manage the company’s internal system by inputting and updating the team’s multifamily listings. Ensure accurate and timely data entry and maintenance.

Qualifications:

  • Bachelor’s degree in Business Administration, Marketing, Real Estate, or a related field preferred.
  • Strong organizational and multitasking skills with exceptional attention to detail.
  • Excellent communication and interpersonal skills to interact effectively with clients and team members.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CRM systems (Salesforce) and listing platforms is a plus.
  • Ability to manage confidential information with discretion.

Top Skills

Microsoft Office Suite
Salesforce
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The Company
HQ: Calabasas, CA
3,744 Employees
On-site Workplace
Year Founded: 1971

What We Do

Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year.

Today, we are the industry’s largest firm specializing in real estate investment sales and financing, with over 80 offices and nearly 2,000 investment sales and financing professionals throughout the United States and Canada. In 2021, the firm closed 13,255 transactions with a sales volume of $84.4 billion.

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