Transaction Coordinator
Marcus & Millichap, San Diego, CA, United States
Transaction Coordinator
The Transaction Coordinator supports the accurate and timely processing of real estate transaction documentation. This role is responsible for maintaining transaction records, coordinating with internal teams, and ensuring smooth documentation workflows. Responsibilities Request due diligence from client Abstract due diligence material & label properly into client folder Abstract lease & provide to marketing team to create marketing material Create listing agreement + state legal documents Onboard listing to MNET, Crexi, Costar, personal website Create marketing piece for LinkedIn & email database Order title Confirm whether lease has a ROFR, ROFO and process Coordinate process of opening escrow Escrow timelines Contact sheets Coordinate third party orders (Phase 1, survey, zoning report, appraisal) & coordinate site visits with seller/tenant Order/request estoppel + SNDA Follow timelines to make sure all parties are abiding by the contract Coordinate process of closing escrow Submit commission demand Request/update insurance with buyer + lender added as additionally insured Troubleshoot/overcome objections Process tenant notice letter Process rent coordination w/ buyer (if we represent buyer) Submit closing internally with requested documents Create closing marketing piece for LinkedIn & email database Evaluation/process comps Identify closed comps and abstract necessary data Identify on-market comps and abstract necessary data Qualifications High school diploma required; an associate degree is preferred and considered a plus. Two (2) years of experience in administrative support, transaction coordination, or revenue operations. Proficient in Microsoft Office Suite, Excel & InDesign. Strong attention to detail and organizational skills. Effective written and verbal communication skills. Ability to manage multiple tasks under tight deadlines. Ability to maintain confidentiality and handle sensitive information Familiarity with real estate closing documents is a plus. $22 - $25 an hour Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The Transaction Coordinator supports the accurate and timely processing of real estate transaction documentation. This role is responsible for maintaining transaction records, coordinating with internal teams, and ensuring smooth documentation workflows. Responsibilities Request due diligence from client Abstract due diligence material & label properly into client folder Abstract lease & provide to marketing team to create marketing material Create listing agreement + state legal documents Onboard listing to MNET, Crexi, Costar, personal website Create marketing piece for LinkedIn & email database Order title Confirm whether lease has a ROFR, ROFO and process Coordinate process of opening escrow Escrow timelines Contact sheets Coordinate third party orders (Phase 1, survey, zoning report, appraisal) & coordinate site visits with seller/tenant Order/request estoppel + SNDA Follow timelines to make sure all parties are abiding by the contract Coordinate process of closing escrow Submit commission demand Request/update insurance with buyer + lender added as additionally insured Troubleshoot/overcome objections Process tenant notice letter Process rent coordination w/ buyer (if we represent buyer) Submit closing internally with requested documents Create closing marketing piece for LinkedIn & email database Evaluation/process comps Identify closed comps and abstract necessary data Identify on-market comps and abstract necessary data Qualifications High school diploma required; an associate degree is preferred and considered a plus. Two (2) years of experience in administrative support, transaction coordination, or revenue operations. Proficient in Microsoft Office Suite, Excel & InDesign. Strong attention to detail and organizational skills. Effective written and verbal communication skills. Ability to manage multiple tasks under tight deadlines. Ability to maintain confidentiality and handle sensitive information Familiarity with real estate closing documents is a plus. $22 - $25 an hour Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.