Owner Support Specialist

Jobtailor; Cary (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Real Estate Transaction Coordinator to support deal submissions, valuations, documentation, and coordination across legal and finance teams. The role emphasizes cross-functional collaboration and accurate record-keeping within a fast-paced real estate context.

You will manage documentation, timelines, and communications with lenders, attorneys, and internal stakeholders, ensuring compliance with financial hurdles and guardrails.

Qualifications

• Bachelor’s degree or equivalent work experience in Business, Finance, Real Estate, Law, or related field.
• 1+ year experience in wireless, real estate, finance, law, or related environment.
• Experience managing projects or transactions in high-volume settings preferred.
• Paralegal studies or training preferred.
• Strong written and oral communication for discussions and documentation.

Responsibilities

• Assist Real Estate Transaction team with deal submissions and valuations using provided financial models.
• Identify and share supporting documentation with transaction parties.
• Coordinate transaction packages through execution and intake with organized files and checklists.
• Collaborate with Legal and cross-functional teams on drafting, due diligence, and curative needs.
• Communicate with internal teams, vendors, lenders, attorneys, and other parties to obtain approvals and documents.
• Monitor transactions and critical dates, including 1031 exchanges and closing forecasts; provide progress updates.
• Assist with transaction funding processes as needed.
• Audit and process vendor invoices in line with service agreements.
• Identify opportunities to streamline processes and improve efficiency.
• Other duties as assigned.

Skills

Real Estate Transaction Management

Project Management

Financial Modeling

Communication Skills

Organizational Skills

Education

Bachelor’s degree in Business, Finance, Real Estate, Law, or related field

Paralegal Studies or Training

Tools

Salesforce

Microsoft Office Suite

Job description

• Assist the Real Estate Transaction team with deal submissions, including valuations through provided financial models and workflows, ensuring they align with set financial hurdles and transaction guardrails.
• Identify, review, and share supporting documentation, as requested, with transaction appropriate parties.
• Coordinate and manage transaction packages through dissemination, the execution process, and intake, ensuring all necessary documentation is completed accurately. Maintain organized files, databases, checklists, and worklists.
• Collaborate with the division’s Legal department and other cross-functional teams to understand transaction specific drafting, due diligence, and curative needs, such as supporting documentation, slip sheet approvals, or necessary reporting forms. Fulfill such needs as required.
• Communicate effectively with internal teams, vendors, lessors, sellers, banks, attorneys, transaction related parties, and other institutions to procure necessary approvals and documents.
• Monitor transactions and critical dates, including those relating to 1031 exchanges, rights of firsts refusal, hard closes, business as usual cycle times, diligence forecasts, and closing forecasts. Provide timely updates on transaction progress to relevant parties.
• Manage, lead, or assist with the transaction funding process.
• Audit, review, and process vendor invoices, consistent with service agreement payment terms.
• Identify opportunities to streamline transaction processes and propose improvements to enhance efficiencies and accuracy.
• Other duties as assigned.

Requirements

• Bachelor’s degree with a concentration in Business, Finance, Real Estate, Law, or a related field, or equivalent work experience, required.
• Minimum of 1 year experience in the wireless industry, real estate, finance, law, or a related environment required.
• Experience managing projects, deals, or transactions in a high-volume environment strongly preferred.
• Paralegal studies or training preferred.
• Good written and oral communication skills, including the ability to discuss transactions via phone or email and present information and needs clearly and effectively.
• Ability to work with different functional groups and levels of employees to achieve results effectively and professionally.
• Strong organizational skills; ability to accomplish multiple tasks within the agreed upon timeframes through effective prioritization of duties and functions in a fast-paced environment.
• Proficiency in Salesforce and the Microsoft Office Suite.
• Less than 5% travel may be required in support of the position’s responsibilities.

Core Competencies

Demonstrates expertise in managing real estate transactions, including deal submissions, documentation coordination, and compliance with financial and legal requirements. Proficient in utilizing Salesforce and Microsoft Office Suite to enhance transaction efficiency and communication across cross-functional teams.

Highest-signal resume keywords

• Real Estate Transaction Management
• Project Management
• Financial Modeling
• Communication Skills
• Organizational Skills

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Transaction Coordination
• Document Review
• Due Diligence
• Vendor Invoice Processing

Soft Skills

• Effective Communication
• Collaboration
• Prioritization
• Problem-Solving

Certifications & Qualifications

• Paralegal Studies or Training

Industry Keywords

• Real Estate
• Finance
• Wireless Industry
• Transaction Funding
• 1031 Exchanges

Tools & Technologies

• Salesforce
• Microsoft Office Suite