Senior Transaction Manager

at  Berkadia

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

WE INNOVATE TO SHAPE THE FUTURE OF CRE, SO IN THIS ROLE YOU WILL:

The Senior Transaction Manager for our Irvine Investment Sales Team is instrumental in providing support for our advisors as they conduct their daily business activities. The Senior Transaction Manager will coordinate and prepare proposals, listings and the marketing of those listings, escrow closings and all related tasks. They will also coordinate research and related activities with Studio Blue and the Global Production Operations (GPO). The Senior Transaction Manager may also provide administrative support to the advisors in their office as well.

• Coordinate and streamline the flow of projects, information and documents, creating a collaborative environment with the advisor and accountability between all parties involved.
• Coordinate gathering of information from advisors and other departments for creation of marketing materials, presentation packages, and other documents.
• Complete proposals, marketing materials, and websites.
• Launch all listings for assigned advisors and provide support as needed through close of escrow.
• Submit and monitor requests to Studio Blue and GPO for documents like research reports, neighborhood data, historical and economic data.
• Manage and document listing agreements and contracts of sale in compliance with corporate and appropriate Department of Real Estate requirements.
• Manage the due diligence process to include serving as the point of contact between the buyer and seller.
• Manage coordination of documents related to closings and following up on required items when necessary.
• Compose miscellaneous real estate documentation including real estate listing agreements, receipt for commission funds, real estate purchase agreements, and supporting transaction data.
• Manage coordination of documents related to closings prioritized by timeline/deadline, following up on required items when necessary.
• Monitor and order office inventory and marketing materials for their advisors.
• Maintain database (CRM) of potential buyers, sellers and property listings and escrows for assigned advisors.
• Communicate information on any corporate initiative or new products/service; provide follow up training if necessary.
• Compose miscellaneous real estate documentation including real estate listing agreements, receipt for commission funds, real estate purchase agreements, and supporting transaction data.

WE STAND FOR EXCELLENCE, SO TO ACHIEVE SUCCESS IN THIS ROLE YOU SHOULD HAVE:

• Experience in Commercial Real Estate, preferred.
• Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, Excel and Adobe InDesign.
• Previous experience with Salesforce, preferred.
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
• Ability to maintain focus while coordinating internal project delivery teams.
• Able to communicate clearly both verbally and in writing with all levels of an organization.
• Strong customer service skills and the ability to effectively manage the expectations of customers with strong personalities.
• 5-7 years prior experience in a similar role