Transaction Coordinator

Good Agent org with Kat Sellis Brokered by Real; Walnut Creek (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Good Agent org with Kat Sellis Brokered by Real in Walnut Creek seeks a driven transaction coordinator to manage contracts from start to finish, ensuring offers and counteroffers are aligned and closed smoothly. You will oversee escrow paperwork, coordinate inspections, and communicate clearly with agents, clients, lenders, and attorneys.

The ideal candidate is highly organized, delivers outstanding customer service, and thrives in a fast-paced environment.

Qualifications

• Background in real estate, transaction coordination, titles or mortgages is preferred.
• Excellent organizational and verbal and written communication skills are essential.
• Must have 6+ months of real estate experience and strong customer service mindset.

Responsibilities

• Schedule inspections, assist in negotiations for repairs, and manage escrow documents.
• Coordinate appraisal, titles, and mortgage paperwork with agents, clients and lenders.
• Acquire seller approval for offers and counteroffers to close deals promptly.
• Oversee contracts for buyers and sellers through to closing with accuracy.
• Verify signatures and dates; maintain compliant closing files and DocuSign records.
• Provide exceptional customer service throughout the closing process.
• Act as liaison between agents, clients, attorneys, escrow and mortgage brokers.
• Create timelines, follow up on deadlines, and ensure contingencies are released.
• Maintain organized, compliant files and prepare house files for each transaction.
• Ensure timely payment processing and share important terms and contingencies.

Skills

Real estate knowledge

Organizational skills

Verbal and written communication

Customer service

Real estate experience

Education

High school diploma or GED

Real estate license preferred

Job description

Job Standards

We're looking for a driven transaction coordinator to manage contracts throughout the entire home selling and buying process. You'd be responsible for overseeing transactions from start to finish to ensure offers and counteroffers are approved for a smooth and successful sale. Our ideal candidate is extremely organized and has superb customer service skills to make customers feel at ease. If you love working with people and thrive in a fast-paced work environment.

Responsibilities

• Schedule home inspections and any necessary repairs, and assist in negotiations regarding repairs
• Help agents, customers, and other parties with all escrow paperwork, including appraisals, titles, and mortgage loans
• Acquire seller approval for offers and counteroffers from buyers to complete the process in a timely manner
• Manage transaction contracts from both home buyers and sellers to close the deal in a timely manner
• Look over all paperwork to confirm they have the correct signatures and dates, assuring that the closing process has been done accurately and efficiently
• Provide exceptional customer service throughout the entire closing process
• Act as liaison between real estate agents, clients, attorneys, escrow companies, and mortgage brokers during the process of a real estate sale and effectively manage the administrative tasks involved in closing a sale
• Create timelines and follow up with individuals as needed to ensure all deadlines are met and contingencies are released
• Maintain accurate and compliant files for all transactions
• Create a house file (either in DocuSign or physical) for all transactions
• Ensure all parties get paid in a timely fashion through compliance
• Understand the contracts in order to summarize all important terms, conditions, and contingency dates
• Communicate with the agent several times throughout the transaction including all important dates, missing documents, calendar reminders, file compliance status, etc.
• Communicate regularly with the client to send them reminders, check in, and let them know what to expect in each step of the closing process
• Establish relationships with all third parties including lenders, inspectors, appraisers, and all agents in order to ensure a smooth closing process and share relevant information
• Draft any addenda needed along the way and keep a record of them on file and ensure they are shared with relevant parties
• Be the first point of contact/resource for all questions that arise throughout the closing process from agent (and client, attorneys, lenders, appraisers, other transaction coordinators/Realtors, etc.)
• Stay in good communication with the agent if any issues arise that they need to handle or negotiate
• Coordinate closing date, time, and location and notify all parties
• Notify client about utility accounts to set up/cancel
• Draft a commission statement for our listings and verify commissions for our buyer side transactions prior to closing (along with utility and other pro rations)
• Put together the closing file for the agent including any documents needing signatures/initials/dates, commission amount for the check to bring back, and any other documents needed from closing
• Close out the file after the closing including changing the MLS status to closed for our listings, double-checking the file, making an electronic copy of the HUD, and processing the check. Add closed file to DocuSign
• Follow up with clients after the sale to check in and request a testimonial

Qualifications

• Background or knowledge of the real estate industry, transaction coordination, titles, and mortgages preferred
• High school diploma or GED required, preferably a college degree
• Applicants must possess exceptional organizational and verbal and written skills
• Real estate license preferred
• Driven by a desire to provide excellent customer service and a great customer experience
• Must have 6+ months of real estate experience