Transaction Specialist

CBRE, Inc.; Seattle (WA); On-site; USD 55,000 - 70,000; Full time

Job summary

CBRE in Cleveland, OH is seeking a Transaction Specialist to manage complex listings, verify vouchers, and enter sales and lease data into the company database. You will obtain signatures and approvals and support financial transfers for processing.

The role requires 3–4 years of related experience, strong Microsoft Office skills, and excellent organizational and mathematical abilities. This on-site position offers opportunity to influence multiple teams and streamline processes.

Qualifications

• High School Diploma or GED with 3–4 years of job-related experience.
• Comprehensive understanding of a range of processes, procedures, systems, and concepts within your job function.
• Ability to evaluate and communicate unusual and/or complex content in a concise and logical way.
• In-depth knowledge of Microsoft Office products (Word, Excel, Outlook, etc.).
• Advanced organizational skills with an inquisitive mindset.
• Advanced math skills; ability to calculate percentages, discounts, and markups.

Responsibilities

• Handle moderately complex to complex listings, such as inter-state business, and identify gaps, errors, and propose solutions.
• Verify handwritten vouchers against written contracts.
• Enter all sales and lease information into the company database based on guidelines and procedures.
• Obtain appropriate signatures and approvals and transfer all financial information for further processing.
• Approve purchase orders for signage and marketing materials.
• Perform routine and ad hoc reporting from CBRE's revenue accounting system.
• Assist with basic reconciliations on standard business processes.
• Gather and analyze data to identify and solve complex problems that arise with little or no precedent, and may recommend new techniques.
• Impact own team and other teams whose work activities are closely related.
• Suggest improvements to existing processes and solutions to improve team efficiency.

Skills

Advanced organizational skills

Advanced math skills

Ability to evaluate and communicateun

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Transaction Specialist (Full-time)

Location: Cleveland, Ohio, United States of America

What You'll Do

• Handle moderately complex to complex listings, such as inter-state business, and identify gaps, errors, and propose solutions.
• Verify handwritten vouchers against written contracts.
• Enter all sales and lease information into the company database based on guidelines and procedures.
• Obtain appropriate signatures and approvals and transfer all financial information for further processing.
• Approve purchase orders for signage and marketing materials.
• Perform routine and ad hoc reporting from CBRE's revenue accounting system.
• Assist with basic reconciliations on standard business processes.
• Gather and analyze data to identify and solve complex problems that arise with little or no precedent, and may recommend new techniques.
• Impact own team and other teams whose work activities are closely related.
• Suggest improvements to existing processes and solutions to improve team efficiency.

What You'll Need

• High School Diploma or GED with 3-4 years of job-related experience.
• A comprehensive understanding of a range of processes, procedures, systems, and concepts within your job function.
• Ability to evaluate and communicate unusual and/or complex content in a concise and logical way.
• In-depth knowledge of Microsoft Office products (Word, Excel, Outlook, etc.).
• Advanced organizational skills with an inquisitive mindset.
• Advanced math skills; ability to calculate percentages, discounts, and markups.

Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.

Equal Employment Opportunity

CBRE is an equal opportunity employer that values diversity. We have 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).

COVID-19 Health and Safety Protocols

Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your recruiter.