Transaction Specialist I

Clear Destination Inc.; Irvine, Northern (CA, KY); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Clear Destination Inc. in Irvine, CA seeks a Transaction Specialist I to drive offers from contract to closing, push approvals to close on time, document delays, and maintain proactive communication with buyers, agents, and closing partners.

You will handle inbound and outbound calls, keep records in Salesforce, resolve issues promptly, and collaborate with internal teams to remove blockers, while ensuring accuracy and compliance in a fast-paced environment.

Qualifications

• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Proactive communication with buyers, agents, and closing partners.
• Handle inbound/outbound calls and timely emails.
• Document delays and maintain accurate records in Salesforce or designated systems.
• Ensure compliance with SOPs and regulatory requirements.
• Collaborate with internal teams and external partners to remove blockers.
• Support reporting on transaction performance and closing timelines.
• Review transaction data for accuracy and completeness.
• Maintain audit-ready documentation.

Responsibilities

• Ensure offers progress to closing per KPI timelines.
• Document delays and communicate updates to all stakeholders promptly.
• Maintain accurate records in Salesforce or designated systems.
• Handle inbound and outbound calls with buyers, agents, lenders, sellers, and closing companies.
• Assist with all buyer communication (calls and emails) for offers under contract.
• Address escalations timely and drive resolution; document actions and outcomes.
• Work with internal teams and external partners to remove blockers and keep transactions on track.
• Support reporting on transaction performance and closing timelines.
• Review transaction data for accuracy and completeness.
• Ensure adherence to SOPs and regulatory requirements.
• Maintain audit-ready documentation.

Skills

Organizational skills

Attention to detail

Multitasking

Communication

Tools

Salesforce

Job description

Transaction Specialist I

Position Summary

The Transaction Specialist I plays a critical role in ensuring offers move seamlessly from contract to closing. The primary responsibility is to push offers to close on time, document any delays, and maintain proactive communication with all parties involved. This includes issue resolution, inbound and outbound calls, and timely email communication with buyers, agents, and closing partners. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Transaction Management

• Ensure offers progress to closing per KPI timelines.
• Document delays and communicate updates to all stakeholders promptly.
• Maintain accurate records in Salesforce or designated systems.

Communication & Issue Resolution

• Handle inbound and outbound calls with buyers, agents, lenders, sellers, and closing companies.
• Assist with all buyer communication (calls and emails) for offers under contract.
• Address escalations timely and drive resolution; document actions and outcomes.

Collaboration

• Work with internal teams and external partners to remove blockers and keep transactions on track.
• Support reporting on transaction performance and closing timelines.

Compliance & Quality Control

• Review transaction data for accuracy and completeness.
• Ensure adherence to SOPs and regulatory requirements.
• Maintain audit-ready documentation.