Transaction Closing Specialist

Under the direction of the Finance Officer and Transaction Supervisor, the Transaction Closing Specialist is responsible for a variety of functions including serving as a resource to internal departments; monitoring, processing, and tracking payments, reviewing documentation to ensure accuracy, and completing duties related to the finance department, etc.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

· Oversee all transaction-related activity, including closing transactions in the system, issuing commission statements, processing referrals, and handling office issues and requests

• Identify inadequate documentation prior to closings and processing payment
• Review day-to-day escrow cash activities; research outstanding checks and deposits, and entering into the system in a timely manner
• Track payments including E&O, SRES class payments, and other agent-reimbursable expenses
• Support with processing accounts payable transactions, entering and processing bills, credit card entries, etc.
• Track all agent tax and retirement activity, submit payments promptly and reconciling to the balance sheet on a semi-monthly basis

· Review all submitted documents to ensure compliance with company and industry guidelines

· Assist in the preparation of monthly financial reports by the office to be distributed to management and founders

• Work closely with the finance team to provide management with accurate and timely information; respond to requests and inquiries as needed
• Posting payments & invoices, managing issues, tracking rents and mortgage payments, and communicating with tenants, vendors, and management for all realty services and property management.
• Process relocation inventory property invoice payments and close out once relocation is no longer responsible for expenses.
• Serve as a resource to internal departments and contacts (i.e. office administrators, managers, etc.)
• Monitor email communications, changes, and updates with transactions and process documents as needed
• · Assist in implementing operational systems improvements, processes and policies to support seamless transactions
• · Performs other duties as assigned

QUALIFICATION REQUIREMENTS:

• Associate’s degree required, BS/BA preferred
• Proficiency in Microsoft Office Suite and G-Suite

· Ability to provide support with regard to transaction related questions and handle multiple tasks

• Excellent customer service and interpersonal skills can empathize, and easily establish rapport and build relationships with a variety of personalities
• Polished, poised, maintains grace under pressure and professional demeanor in person, over the phone, through email, and on social media
• Extremely organized and methodical; independently prioritize work and ensure orderly and timely workflow
• Strong attention to detail and high-level accuracy with documents
• Independent, responsible, self-starter who does not need micro-management
• Demonstrate a high level of accountability, initiative, resourcefulness, and problem-solving skills

PHYSICAL DEMANDS:

The physical demands that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to sit and reach with hands and arms.

- The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust.

WORK ENVIRONMENT:

The work environment an employee is exposed to while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

- Normal office environment and the noise level in the work environment are moderate.