Transaction / Client Success Coordinator

Socket.dev

Houston (TX)

On-site

USD 60,000 - 90,000

Full time

7 days ago
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Benefits offered by this job

Health Insurance

Job summary

Fresh Start Home Services / SellToJR.com in Houston, TX is seeking a Transaction & Client Success Coordinator to own the contract-to-closing process. You will coordinate with title companies, attorneys, vendors, and clients to move transactions forward and resolve issues that could delay closings.

The role requires real estate transaction knowledge, strong customer service, and proactive problem-solving to keep deals on track.

Qualifications

  • Experience in real estate transactions and closing processes.
  • Strong attention to detail and ability to manage multiple files.
  • Excellent communication and client-service mindset.

Responsibilities

  • Own the transaction from contract to closing and manage it through closing.
  • Open title and coordinate with title company, attorneys, and clients.
  • Track deadlines, documents, and outstanding items; review settlements for accuracy.
  • Maintain proactive client communication and manage expectations.

Skills

Customer service
Problem solving
Attention to detail
Communication
Multitasking
Independence

Education

Paralegal certification

Tools

CRMs
Closing software

Job description

Transaction & Client Success Coordinator

Fresh Start Home Services / SellToJR.com
Houston, TX — In Office (This is NOT a Remote Position)
Full-Time
Compensation: Competitive salary based on experience + performance incentives
Health Insurance: Plans available

About Us

SellToJR.com is one of Houston's leading home-buying companies. We purchase more than 150 homes per year and continue to grow.

Our mission is to help 15,000 families in our community by providing real solutions to real estate problems.

We're not a traditional real estate company, and many of our transactions aren't traditional either.

We regularly work with inherited properties, estates, title problems, liens, judgments, distressed properties, complicated family situations, foreclosures, and sellers who simply need someone to help them figure out what comes next.

We're looking for someone to take ownership of these transactions after our Acquisitions team gets the contract signed and get them across the finish line.

About the Role

Once our Acquisitions team gets a purchase agreement signed, the transaction becomes yours.

Your job is to get it closed.

From contract to closing, you'll be responsible for keeping everything moving forward. You'll work with our clients, title companies, attorneys, vendors, our internal team, and anyone else needed to get the deal done.

Some transactions will be easy.

Some definitely won't be.

A title commitment may come back with an unexpected lien. There may be an heir nobody knew about. Probate documents may be missing. A payoff may be wrong. A seller may have nowhere to move. Someone may stop returning calls. A closing statement may have an error.

Your job is to figure out:

"What needs to happen next to get this transaction closed?"

Then make sure it happens.

You don't have to personally solve every legal, title, or logistical problem. You DO have to take ownership of making sure the problem gets solved.

If something can prevent the transaction from closing, it's your responsibility to make sure it gets addressed.

This is NOT a traditional administrative Transaction Coordinator position.

We're looking for someone with real estate transaction knowledge, title knowledge, strong customer service skills, and the ability to solve problems without needing someone to constantly tell them what to do next.

A paralegal and/or title background is strongly preferred.

What You'll Be Responsible For

Own the Transaction From Contract to Closing

You will take over each transaction as soon as the purchase agreement is signed and manage it through closing.

That includes:

  • Opening title and managing communication with the title company
  • Tracking every transaction, deadline, document, and outstanding item
  • Reviewing title commitments and identifying potential problems
  • Staying ahead of anything that could delay closing
  • Coordinating with attorneys, title companies, sellers, vendors, and our internal team
  • Following up until outstanding items are actually completed
  • Keeping the client and our team informed
  • Preparing and coordinating documents needed for closing
  • Reviewing settlement statements and closing documents for accuracy
  • Confirming the terms of the transaction are correctly reflected at closing
  • Auditing transactions before and after closing
  • Maintaining complete and organized transaction files
  • Catching mistakes before they become expensive problems

We don't want someone who discovers a problem three days before closing.

We want someone who is constantly looking ahead and asking:

"What could keep this deal from closing?"

Title & Curative Work

Title experience is very important for this position.

We buy properties with complicated title issues, and we need someone who is comfortable digging into those problems and helping move the curative process forward.

You may deal with:

  • Title commitments and title requirements
  • Liens, judgments, releases, and payoffs
  • Probate and estate documents
  • Heirship issues
  • Affidavits
  • Missing documents
  • Deceased owners
  • Multiple owners or heirs
  • Other title issues that must be resolved before closing

You will work directly with title companies and attorneys when necessary, gather documents from clients, track outstanding requirements, and follow up until the issue is resolved.

You are not expected to be an attorney.

But you should understand real estate transactions well enough to recognize when something isn't right, ask good questions, know when something needs to be escalated, and keep pushing the process forward.

Client Success

This is just as much a client success position as it is a transaction position.

Once a client signs a contract with us, you become one of their primary contacts with our company.

Many of the people we work with are going through stressful situations. They may have inherited a house, be behind on payments, be dealing with a death in the family, or have lived in the same home for 30 years and have no idea how they're going to move everything.

Our job isn't just to buy their house.

We want to help them get from where they are today to whatever comes next.

You will be expected to:

  • Introduce yourself to clients immediately after they sign their contract
  • Explain what happens between contract and closing
  • Stay in regular communication so they know what's going on
  • Answer questions and help them understand what we need from them
  • Set expectations and prevent surprises
  • Handle difficult conversations when they come up
  • Stay calm and professional when a client becomes frustrated
  • Help solve problems that could prevent the client from closing
  • Arrange and coordinate moving companies
  • Help clients find and set up storage units
  • Schedule appointments for clients to tour apartments when needed
  • Coordinate vendors and other services
  • Help clients work through the practical problems involved in getting from their current house into their next home

You aren't expected to personally do everything for the client.

You ARE expected to take ownership of making sure it gets handled.

If a seller tells you they can't close because they have no idea how they're going to move 30 years of belongings out of their house, we don't want your response to be:
"That's not really part of the transaction."\

We want your response to be:

"Okay. Let's figure this out."\

That mindset is extremely important to us.

Problem Solving

Things are going to go wrong. That's real estate.

The person who will be great in this role isn't someone who never encounters problems. It's someone who is really good at figuring out what to do when problems happen.

If Plan A doesn't work, figure out Plan B.

If someone isn't responding, find another way to reach them.

If you don't know the answer, figure out who does.

If something doesn't make sense, ask questions.

If you make a mistake, own it and fix it.

If you see a problem coming, don't wait for someone else to notice it.

We want someone who takes ownership.

Risk Management & Attention to Detail

We're doing a high volume of real estate transactions, which means small mistakes can become expensive mistakes.

Part of this position is protecting the company.

You'll be expected to:

  • Review closing documents carefully
  • Audit settlement statements and transaction numbers
  • Make sure contract terms are being followed
  • Confirm documents are properly completed
  • Keep transaction files organized and complete
  • Identify unusual issues and elevate them when necessary
  • Look for potential risks before we close
  • Help create and improve checklists and systems that prevent mistakes
  • Identify recurring problems and help us prevent them from happening again

If you're the type of person who catches the one wrong number on a three-page settlement statement, we want you.

Who We're Looking For

Our ideal candidate has experience working for a Texas title company, real estate law firm, real estate investment company, or another business where they were responsible for getting real estate transactions closed.

We would especially like to find someone who has both paralegal and title experience.

You should be:

  • Extremely detail-oriented and highly organized
  • Great at following up
  • Comfortable managing multiple transactions at once
  • Excellent with clients
  • A strong written and verbal communicator
  • Comfortable having difficult conversations
  • Calm under pressure
  • Naturally good at solving problems
  • Able to work independently without constant direction
  • Comfortable working with attorneys and title companies
  • Familiar with real estate closing documents and title commitments
  • Comfortable with CRMs and transaction management software
  • Someone who takes responsibility instead of making excuses

Experience with probate, heirship, liens, judgments, estates, or other title-curative work is a major plus.

This Probably Isn't the Right Job for You If...

You want a traditional administrative Transaction Coordinator position.

You need someone to constantly tell you what to work on next.

You don't like following up with people multiple times.

You avoid uncomfortable conversations.

You get overwhelmed when several things go wrong at once.

You tend to think, "That's someone else's job."\

Or you see a complicated transaction and your first instinct is to hand it off to someone else.

This role has a lot of responsibility. For the right person, that's also what makes it rewarding.

There's a lot of satisfaction in taking a transaction that looks like it might never close, solving the problems one by one, taking care of the client along the way, and finally getting everyone to the closing table.

How We Measure Success

At the end of the day, success in this role comes down to three things:

1. Did you get the transaction across the finish line?

2. Did you get a 5 star review from the client?

3. Did you protect the company and prevent avoidable mistakes?

If you consistently accomplish those three things, you'll be extremely valuable to our organization.

Our Core Values

We expect our team members to demonstrate our FRESH core values:

Freedom | Respect | Enthusiasm | Steadfast | Humility

We're a team that supports each other, but we also hold each other accountable. We're growing, and we want people who want to grow with us.

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