Licensed Transaction Coordinator & Client Intake Specialist
WizeHire, Inc, Salt Lake City, Utah, United States
Licensed Transaction Coordinator & Client Intake Specialist
Posted 3 days ago
Description Justin Udy & Team is seeking a highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process. Sound like something you’d love? Apply now!
Responsibilities Core Responsibilities
Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority
Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines
Review contracts and transaction documents for completeness, accuracy, required signatures, and dates
Coordinate communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders
Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation)
Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents
Enter, maintain, and update all client and transaction information in the CRM and transaction management system
Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance
Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience
Client Intake & Lead Routing Support
Answer inbound buyer and seller inquiry calls in a professional and timely manner
Gather structured intake information, including timeline, motivation, property details, and financing status
Accurately document all intake information in the CRM
Route qualified leads to agents based on established team guidelines
Schedule appointments when criteria are met and hand off to agents appropriately
Qualifications
A valid Real Estate License is required for this job
Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued
High school diploma required; Associate’s degree preferred
Applicants must possess exceptional organizational and verbal and written skills
Driven by a desire to provide excellent customer service and a great customer experience
Compensation $48,000 yearly
About Justin Udy & Team Our mission is to provide a first-class experience and genuinely help people. Period. We assist and educate clients and help them build wealth through real estate. Justin Udy & Team is ranked in the top 1% in sales in Utah. With $50M+ in gross sales, we are growing and expanding our dynamic team.
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Description Justin Udy & Team is seeking a highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process. Sound like something you’d love? Apply now!
Responsibilities Core Responsibilities
Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority
Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines
Review contracts and transaction documents for completeness, accuracy, required signatures, and dates
Coordinate communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders
Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation)
Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents
Enter, maintain, and update all client and transaction information in the CRM and transaction management system
Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance
Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience
Client Intake & Lead Routing Support
Answer inbound buyer and seller inquiry calls in a professional and timely manner
Gather structured intake information, including timeline, motivation, property details, and financing status
Accurately document all intake information in the CRM
Route qualified leads to agents based on established team guidelines
Schedule appointments when criteria are met and hand off to agents appropriately
Qualifications
A valid Real Estate License is required for this job
Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued
High school diploma required; Associate’s degree preferred
Applicants must possess exceptional organizational and verbal and written skills
Driven by a desire to provide excellent customer service and a great customer experience
Compensation $48,000 yearly
About Justin Udy & Team Our mission is to provide a first-class experience and genuinely help people. Period. We assist and educate clients and help them build wealth through real estate. Justin Udy & Team is ranked in the top 1% in sales in Utah. With $50M+ in gross sales, we are growing and expanding our dynamic team.
#J-18808-Ljbffr