Brokerage Specialist
Job Description Summary
The Brokerage Specialist will report to the Sr. Operations Manager and will serve as the support for a fee-earner and/or team. This position is responsible for support of client service activities, such as marketing campaigns, transaction support, press releases, and fee-earner administrative support. The Brokerage Specialist will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients. In this capacity, the Brokerage Specialist will be viewed as a direct line of communication to the fee-earner themselves.
Essential Duties and Responsibilities
Provide sales, marketing, and transaction support
Control and manage the pipeline of active transactions and see them to close
Manage standardized & customized post-closing processes
Manage due diligence and marketing process with clients for investment sales and leasing projects
Prepare monthly & weekly reports for clients including current status of deals, marketing efforts for available properties, companies currently targeting, etc
Coordinate with other departments based on the needs of the fee-earner
Support timeliness of deliverables
Cold-calling and prospecting
Review and analyze lease/sale documents
Manage and coordinate leasing and/or investment sales process
Support the creation of marketing materials and presentations, including flyers, corporate leasing proposals, case studies, qualifications booklets, email blasts, invitations, and website content using Adobe InDesign
Support content creation process with regards to timeline and production cycle
Maintain local & third-party web pages for corporate website and/or property websites
Plan and support client and local C&W events (e.g. State of Real Estate, charitable events, etc.)
Manage progression of escrow process working with photographers, engineers, environmental surveyors, escrow officers, title reps, etc.
Tour active listings with prospective buyers
Exercise discretion and independent judgment in the performance of job duties listed above
Transaction & Pipeline Coordination
Schedule & oversee the marketing efforts behind the sales process for every exclusive listing
Follow up with prospective buyers to discuss their needs & concerns
Schedule tours & orchestrate communication with fee-earner
Create weekly updates to be circulated to ownership and fee-earner to keep them updated on marketing efforts
Collect offers, create an offer summary matrix, and manage prospective buyers through a funnel system
Manage escrow timelines to ensure that deals are happening in a timely fashion
Marketing Material Coordination
Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.)
Attend strategy sessions with fee-earner and other departments as necessary
Schedule meetings with fee-earner and other departments for review and feedback
Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
Coordinate with Marketing with respect to production of marketing materials when outside vendor is required for printing
Perform basic data gathering, such as property searches and site selections
Populate template market documents, such as tour books, property flyers, and brochures
Schedule follow up meetings as necessary
Other Service Delivery
Compile information to be used in periodic client activity reports
Handle client contact lists, including database management
Assess activity of third -party vendors and report to team for correction and advise fee-earner
Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
Develop and mail/email general flyers or collateral on behalf of fee-earner
Schedule marketing events as well as photographs and aerials with third party vendors
Maintain CRM
Update CRM system on behalf of fee-earner
Research potential conflict of new pursuits
Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
Enter new leads and opportunities into the CRM system and update accordingly
Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
Review CRM with fee-earner to ensure the accuracy of the information
Coordinate Events and Conferences
Notify fee-earner of internal and external events and conferences
Register fee-earner for desired events
Coordinate travel and other logistics for fee-earner as necessary
Deal Documentation and Revenue Accounting
Follow up with all parties on the execution of deal related documents as required
Process all reimbursement requests of fee-earner
Prepare deal related documents – internal for C&W as well as Case Study, Press Release and Just Sold communication and provide to fee-earner for review, approval, and delivery
Coordinate with Legal for review and approval when template documents are insufficient
Create deal sheet and provide to fee-earner and Director of Operations for review and approval
Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
Close Deal in CRM as required
Respond to Data Requests
Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information
Maintain calendar of due dates and follow up as necessary
Respond to requests under certain threshold, such as basic property or ownership searches
Conduct Other Administrative Duties as necessary.
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $59,500.00 - $70,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.
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Essential Duties and Responsibilities
Provide sales, marketing, and transaction support
Control and manage the pipeline of active transactions and see them to close
Manage standardized & customized post-closing processes
Manage due diligence and marketing process with clients for investment sales and leasing projects
Prepare monthly & weekly reports for clients including current status of deals, marketing efforts for available properties, companies currently targeting, etc
Coordinate with other departments based on the needs of the fee-earner
Support timeliness of deliverables
Cold-calling and prospecting
Review and analyze lease/sale documents
Manage and coordinate leasing and/or investment sales process
Support the creation of marketing materials and presentations, including flyers, corporate leasing proposals, case studies, qualifications booklets, email blasts, invitations, and website content using Adobe InDesign
Support content creation process with regards to timeline and production cycle
Maintain local & third-party web pages for corporate website and/or property websites
Plan and support client and local C&W events (e.g. State of Real Estate, charitable events, etc.)
Manage progression of escrow process working with photographers, engineers, environmental surveyors, escrow officers, title reps, etc.
Tour active listings with prospective buyers
Exercise discretion and independent judgment in the performance of job duties listed above
Transaction & Pipeline Coordination
Schedule & oversee the marketing efforts behind the sales process for every exclusive listing
Follow up with prospective buyers to discuss their needs & concerns
Schedule tours & orchestrate communication with fee-earner
Create weekly updates to be circulated to ownership and fee-earner to keep them updated on marketing efforts
Collect offers, create an offer summary matrix, and manage prospective buyers through a funnel system
Manage escrow timelines to ensure that deals are happening in a timely fashion
Marketing Material Coordination
Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.)
Attend strategy sessions with fee-earner and other departments as necessary
Schedule meetings with fee-earner and other departments for review and feedback
Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
Coordinate with Marketing with respect to production of marketing materials when outside vendor is required for printing
Perform basic data gathering, such as property searches and site selections
Populate template market documents, such as tour books, property flyers, and brochures
Schedule follow up meetings as necessary
Other Service Delivery
Compile information to be used in periodic client activity reports
Handle client contact lists, including database management
Assess activity of third -party vendors and report to team for correction and advise fee-earner
Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
Develop and mail/email general flyers or collateral on behalf of fee-earner
Schedule marketing events as well as photographs and aerials with third party vendors
Maintain CRM
Update CRM system on behalf of fee-earner
Research potential conflict of new pursuits
Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
Enter new leads and opportunities into the CRM system and update accordingly
Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
Review CRM with fee-earner to ensure the accuracy of the information
Coordinate Events and Conferences
Notify fee-earner of internal and external events and conferences
Register fee-earner for desired events
Coordinate travel and other logistics for fee-earner as necessary
Deal Documentation and Revenue Accounting
Follow up with all parties on the execution of deal related documents as required
Process all reimbursement requests of fee-earner
Prepare deal related documents – internal for C&W as well as Case Study, Press Release and Just Sold communication and provide to fee-earner for review, approval, and delivery
Coordinate with Legal for review and approval when template documents are insufficient
Create deal sheet and provide to fee-earner and Director of Operations for review and approval
Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
Close Deal in CRM as required
Respond to Data Requests
Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information
Maintain calendar of due dates and follow up as necessary
Respond to requests under certain threshold, such as basic property or ownership searches
Conduct Other Administrative Duties as necessary.
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $59,500.00 - $70,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.
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