Transaction Coordinator
Marcus & Millichap, Cleveland, OH, United States
Transaction Coordinator, Capital Markets
Marcus & Millichap Capital Corporation (the "Company"), a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Transaction Coordinator, Capital Markets to support the execution, processing and closing of commercial real estate debt transactions. This role is responsible for preparing and organizing loan documentation, coordinating due diligence efforts, and ensuring transactions progress efficiently from engagement through closing. The Transaction Coordinator works closely with capital markets advisors, lenders, clients, and third-party vendors to maintain accurate documentation and ensure timely execution of financing transactions. The role may also provide an opportunity to assist in analytical work, market due diligence, and the production of marketing materials for real estate finance transactions, for the right candidate. This role is designated to be a non-exempt position. The base salary range for this role is $35.00 $40.86 per hour. This position is eligible for a discretionary performance-based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities:
Collect and prepare required documentation for commercial real estate financing transactions from engagement through closing and post-closing follow-up. Review and abstract title-related documents, including purchase and sale agreements, title reports, surveys, escrow instructions, and related closing documents. Coordinate and track due diligence requirements, including third-party reports and inspections. Serve as liaison between clients, brokers, lenders, title companies, surveyors, and governmental agencies to ensure transaction milestones are met. Maintain accurate electronic and physical transaction files and loan pipeline tracking. Prepare estoppels, SNDAs, and related documentation as required. Support preparation of lender submission packages under direction of senior team members. Assist with special projects and administrative tasks as needed. Ensure compliance with company standards and regulatory requirements throughout the transaction lifecycle. Assist in the preparation of engagement agreements. Review and input property rent rolls, leases and operating statements into financial models. Research local real estate markets to identify trends, opportunities and potential risks. Request and coordinate transaction documentation. Ensure required closing documentation is posted to internal systems. Attributes/Experience:
Two (2) to five (5) years of experience administering commercial real estate transactions (brokerage, title company, mortgage banker, or law firm environment preferred). Bachelor's degree preferred in accounting, finance, commercial real estate or economics. Familiarity with commercial real estate documentation, including REAs, estoppel certificates, leases, and related transaction materials. Strong organizational and time management skills with high attention to detail Excellent written and verbal communication skills. Ability to manage multiple assignments simultaneously in a deadline-driven environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn additional systems such as Salesforce or other CRM platforms. Experience with CoStar and other data sources a plus. Willingness to work occasional overtime to meet time-sensitive deadlines. Flexible attitude with the ability to handle change effectively. At Marcus & Millichap Capital Corporation, we strive to be the best place to work and to be the best commercial real estate financial intermediary. Our valued employees help make this vision a reality by consistently working to exceed the expectations of our clients. Marcus & Millichap Capital Corporation is the real estate capital markets platform of Marcus & Millichap, Inc. With over 200 employees in offices across the United States and Canada, the Company provides commercial real estate capital markets financing solutions including debt and mezzanine financing, preferred and joint venture equity, sponsor equity and loan sales. The Company averages over 2,000 closed transactions annually. Marcus & Millichap revolutionized the real estate brokerage industry. The firm was designed to go far beyond simply facilitating real estate transactions. It was developed as an entire system dedicated to maximizing value for real estate investors. In 1971, founders George Marcus and William Millichap launched a new real estate investment business model based on a unique method of matching each property with the largest pool of pre-qualified investors. This simple premise, coupled with an unfailing drive to measure success by client satisfaction, enabled the company to emerge as the industry's pre-eminent real estate investment services firm. The founders' vision has been realized by a commitment to specialization, the willingness to foster a culture of information sharing and the foresight to pioneer real estate technology. Today, Marcus & Millichap is the industry's largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services. 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.
Marcus & Millichap Capital Corporation (the "Company"), a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Transaction Coordinator, Capital Markets to support the execution, processing and closing of commercial real estate debt transactions. This role is responsible for preparing and organizing loan documentation, coordinating due diligence efforts, and ensuring transactions progress efficiently from engagement through closing. The Transaction Coordinator works closely with capital markets advisors, lenders, clients, and third-party vendors to maintain accurate documentation and ensure timely execution of financing transactions. The role may also provide an opportunity to assist in analytical work, market due diligence, and the production of marketing materials for real estate finance transactions, for the right candidate. This role is designated to be a non-exempt position. The base salary range for this role is $35.00 $40.86 per hour. This position is eligible for a discretionary performance-based bonus. The exact bonus amount is not guaranteed and will vary based on individual performance, team results, and company performance. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. Marcus & Millichap is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. Key Responsibilities:
Collect and prepare required documentation for commercial real estate financing transactions from engagement through closing and post-closing follow-up. Review and abstract title-related documents, including purchase and sale agreements, title reports, surveys, escrow instructions, and related closing documents. Coordinate and track due diligence requirements, including third-party reports and inspections. Serve as liaison between clients, brokers, lenders, title companies, surveyors, and governmental agencies to ensure transaction milestones are met. Maintain accurate electronic and physical transaction files and loan pipeline tracking. Prepare estoppels, SNDAs, and related documentation as required. Support preparation of lender submission packages under direction of senior team members. Assist with special projects and administrative tasks as needed. Ensure compliance with company standards and regulatory requirements throughout the transaction lifecycle. Assist in the preparation of engagement agreements. Review and input property rent rolls, leases and operating statements into financial models. Research local real estate markets to identify trends, opportunities and potential risks. Request and coordinate transaction documentation. Ensure required closing documentation is posted to internal systems. Attributes/Experience:
Two (2) to five (5) years of experience administering commercial real estate transactions (brokerage, title company, mortgage banker, or law firm environment preferred). Bachelor's degree preferred in accounting, finance, commercial real estate or economics. Familiarity with commercial real estate documentation, including REAs, estoppel certificates, leases, and related transaction materials. Strong organizational and time management skills with high attention to detail Excellent written and verbal communication skills. Ability to manage multiple assignments simultaneously in a deadline-driven environment. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn additional systems such as Salesforce or other CRM platforms. Experience with CoStar and other data sources a plus. Willingness to work occasional overtime to meet time-sensitive deadlines. Flexible attitude with the ability to handle change effectively. At Marcus & Millichap Capital Corporation, we strive to be the best place to work and to be the best commercial real estate financial intermediary. Our valued employees help make this vision a reality by consistently working to exceed the expectations of our clients. Marcus & Millichap Capital Corporation is the real estate capital markets platform of Marcus & Millichap, Inc. With over 200 employees in offices across the United States and Canada, the Company provides commercial real estate capital markets financing solutions including debt and mezzanine financing, preferred and joint venture equity, sponsor equity and loan sales. The Company averages over 2,000 closed transactions annually. Marcus & Millichap revolutionized the real estate brokerage industry. The firm was designed to go far beyond simply facilitating real estate transactions. It was developed as an entire system dedicated to maximizing value for real estate investors. In 1971, founders George Marcus and William Millichap launched a new real estate investment business model based on a unique method of matching each property with the largest pool of pre-qualified investors. This simple premise, coupled with an unfailing drive to measure success by client satisfaction, enabled the company to emerge as the industry's pre-eminent real estate investment services firm. The founders' vision has been realized by a commitment to specialization, the willingness to foster a culture of information sharing and the foresight to pioneer real estate technology. Today, Marcus & Millichap is the industry's largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services. 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.