Transaction Coordinator

CBRE Group, Inc.; San Francisco (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

CBRE Group, Inc. in San Francisco, CA, is seeking a Transaction Management Coordinator to support a busy real estate transaction management team. You will manage listing files, prepare vouchers, track lease expirations, and assist with trust accounts under supervision.

We value accuracy, organization, and adherence to real estate regulations. This role offers exposure to a cross-functional team and the chance to contribute to ongoing leasing workflows in a dynamic environment.

Qualifications

• High School Diploma or GED required or equivalent.
• Basic work routines and standards knowledge.
• Strong communication and organization skills.

Responsibilities

• Prepare vouchers used to collect commissions.
• Track and report upcoming lease expirations and other dates.
• Facilitate commission invoicing and tracking.
• Create files for executed listing and commission agreements and complete checklists.
• Maintain property signs inventory and signage purchasing forms.
• Assist with trust accounts for earnest monies and processing deposits.
• Verify contingencies to align with revenue policies.
• Follow defined procedures and work under supervision.
• Deliver output by following procedures and processes.

Skills

Communication skills

Organizational skills

Basic math skills

Education

High School Diploma or GED

Tools

Microsoft Word

Excel

Outlook

Job description

New York City - New York - United States of America, San Francisco - California - United States of America

About the role:

As a CBRE Transaction Management Coordinator, you will support the real estate transaction management team which includes client listings and voucher processing for a single office.

What you’ll do:

• Prepare vouchers used to collect the commissions due to the company. Manage all listing and deal files in compliance with Real Estate regulations.
• Tracks and reports upcoming lease expirations and other critical dates to team members.
• Facilitates commission invoicing and tracking.
• Create files for all executed listing and commission agreements and complete checklists. Distribute listing renewal information to sales professionals.
• Maintain property signs inventory. Complete signage purchase orders, and marketing budget forms.
• Assist with handling the trust accounts for earnest monies. This includes processing deposits and issuing checks per local rules and requirements.
• Obtain necessary verifications of contingencies to adhere to company revenue recognition policies.
• Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion.
• Impact through clearly defined duties, methods, and tasks are described in detail.
• Deliver own output by following defined procedures and processes under close supervision and guidance.

What You'll Need:

To perform this job successfully, an individual should perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

• High School Diploma or GED with up to 2 years of job-related experience.
• Ability to follow basic work routines and standards in the application of work.
• Communication skills to exchange straightforward information.
• Working knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Strong organizational skills with an inquisitive approach.
• Basic math skills. Ability to calculate simple figures such as percentages, discounts, and markups.
• Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program

Equal Employment Opportunity:

CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations:

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).

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