Este perfil está escrito em inglês
Transaction Coordinator & Operations
Demonstrated experience with Business Operations Organization.
Demonstrated experience with Client Account Management.
Demonstrated experience with Financial Management.
Demonstrated experience with Customer Relations.
Demonstrated experience with Team Building.
Professional profile
Ensured smooth transaction coordination by managing timelines, deadlines, and documentation requirements.. Improved client satisfaction with detailed follow-ups on transaction statuses, keeping all parties informed throughout process.. Ensured compliance with federal, state, and local regulations at every stage of transaction, safeguarding interests of all parties involved.. Enabled smoother transactions by establishing preferred providers list for inspections, legal services, and repairs, reducing decision-making time for clients.. Led agent onboarding, including training on systems, processes, and company standards to drive productivity and consistency.. Coordinated and hosted client appreciation events to strengthen relationships, increase retention, and generate repeat and referral business.. Implemented systems to track and nurture client referrals, contributing to consistent pipeline growth.
Organized and facilitated agent prospecting and dial days, driving accountability, increasing contact rates, and boosting listing opportunities.. Maintained CRM databases, ensuring accurate client data, follow-up systems, and pipeline management.. Specialized in new construction, land, and residential transactions, ensuring compliance and smooth execution across all property types.. Acted as the primary liaison between lenders, title companies, agents, and clients, facilitating clear communication and timely progress throughout each transaction.. Managed contracts from execution to closing, ensuring all documents were accurate, complete, and fully signed in accordance with compliance standards.. Reviewed and verified commission structures and disbursements for accuracy prior to closing.. Utilized Brivity CRM to track tasks, maintain timelines, and ensure all transaction milestones were met on schedule.. Oversaw the full transaction lifecycle, proactively identifying and resolving issues to ensure seamless closings and positive client experiences.. Oversaw all aspects of buyer and seller transactions from executed purchase agreement to closing.. Averaged 50 files monthly.. Coordinated title/escrow, mortgage loan, and appraisal processes.. Coordinated inspections and regularly updated and maintained communication with clients, agents, title officer, lender, etc.. Input all client information into client database system.. Prepared listing materials: pre-listing presentation, Listing Agreement, sellers' disclosures, comparative market analysis, online property profile, researched multiple listing service (MLS) listings, etc.. Obtained necessary signatures on listing agreements, disclosures, and other documentation via DocuSign and created Disclosure Packets.. Provided onsite training.
Reviewed and completed transaction files to ensure accuracy and compliance with all requirements.. Trained agents on software platforms, including SkySlope, TransactionPoint, DocuSign, and AgentAchieve.. Prepared and coordinated marketing materials to support agent listings and promotions.. Managed high-volume communication, handling 30–70 incoming calls daily for the entire company.. Maintained calendars and coordinated weekly meetings for agents and leadership.. Supported transaction coordination processes, including due diligence and closing 10–20 files per month.. Managed vendor relationships to ensure efficient operations and service delivery.. Prepared monthly reports and processed commissions accurately and on time.. Responded to online inquiries and provided timely client support.
Managed and supported an elite sales team, ensuring smooth day-to-day operations.. Supported operations for a team of 70+ real estate agents in a fast-paced environment.. Managed MLS listings and lockbox coordination to ensure accurate and timely property access.. Handled marketing tasks including listing promotions and agent support materials.. Served as first point of contact by answering and directing incoming calls.. Oversaw due diligence processes, contracts, and disclosure documentation for transactions.. Coordinated with vendors to ensure smooth transaction and operational workflows.. Prepared and maintained monthly performance and financial reports.. Managed expense reports, commission tracking, billing, and financial documentation.. Maintained calendars and scheduled appointments for agents and leadership.. Acted as subject matter expert and trainer on WebTop, Greenhouse, Profit Power, and DocuSign.. Assisted in recruiting efforts, including onboarding and supporting new agents.