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Commercial Real Estate Transaction Coordinator

South Texas Commercial Real Estate
Allen, TX Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 3/30/2025

Job Title: Commercial Real Estate Transaction Coordinator, Marketing/Broker Assistant

Location: Onsite preferred Laredo/Rio Grande Valley/San Antonio, Texas with remote position viable.

About Us: We’ve been in the corporate commercial real estate brokerage business for 25 years with extensive experience in industrial real estate. Our principal broker/owner is looking for a highly organized, detail-oriented Commercial Real Estate Transaction Coordinator/Marketing Assistant to support our principal and assist with transactions, lease abstractions, and overall administrative duties.

Key Responsibilities:

Transaction Management

  • Maintain and manage an activity log for clients (buyers, sellers, landlords, tenants) to track the status of transactions and follow-up activities.
  • Communicate directly on behalf of the broker with clients, including handling phone calls, emails, and inquiries regarding ongoing transactions.
  • Handle critical date management and portfolio reports to ensure transactions are on track.
  • Provide regular, concise updates to the principal on transaction progress and deadlines, ensuring smooth operation and no missed milestones.
  • Manage the flow of key documentation and client communications.
  • Maintain database of transaction activity.
  • Ensure accuracy of all transaction reports.
  • Present transaction activity to clients.
  • Lead and/or facilitate client meetings.
  • Collaborate with the marketing team to track and report marketing activities to clients, ensuring clear communication and transparency.

Administrative

  • Coordinate field broker selection process.
  • Assist with determining client needs and communicate project parameters.
  • Prepare LOIs (Letters of Intent) and RFPs (Requests for Proposals) as needed.
  • Conduct contract and lease abstractions to summarize critical details, including rent amounts, renewal options, escalation clauses, and tenant obligations.
  • Maintain and manage databases with a focus on preparing detailed prospect reports.
  • Generate invoices promptly and accurately to ensure timely billing.
  • Familiarity with TREC/TAR documents and attorney-drafted contracts/leases is required for legal document preparation and review.

Prospect Reports

  • Attend conference calls, documenting key takeaways and action items.
  • Summarize meeting notes and send to broker, highlighting important points, reminders, and next steps.
  • Regularly update and prepare the broker prospect report ahead of each meeting.
  • Manage follow-up reminders to ensure the broker is well-prepared for upcoming calls.

Lead Management

  • Screen and qualify incoming online and phone inquiries by guiding prospects through a structured set of questions to assess their needs and suitability.
  • Provide the broker with concise summaries of each prospect, outlining key details and qualifications gathered during the initial inquiry.
  • Maintain an up-to-date log of all prospects, tracking contact details, qualifications, and follow-up actions.
  • Add qualified prospects to the appropriate email list for future communications and marketing outreach.

Listing Management

  • Upload new listings to platforms such as LoopNet, CoStar, Buildout, and Crexi, ensuring accurate and timely posting.
  • Update listing information online and in print as properties are leased or sold, maintaining up-to-date availability.
  • Assist with signage orders to promote listed properties effectively.
  • Maintain an updated log of properties on the List of Listings and Summary Reports for internal tracking and reporting.
  • Coordinate the preparation of property flyers by collaborating with the graphic designer.

Qualifications:

  • Preferred experience in commercial real estate, including contract abstractions and critical date management, with an established commercial real estate brokerage.
  • Skilled in technology and a quick learner. Must be well-versed in Excel.
  • Strong organizational and project management skills to handle multiple transactions and deadlines effectively.
  • Excellent attention to detail, ensuring documents are correctly executed and milestones are met.
  • Strong interpersonal and communication skills to coordinate between brokers, clients, landlords, and other parties involved in the transaction.
  • Provide suggestions for process and technical improvements relating to the transaction process.
  • Demonstrated leadership, self-management, and problem resolution skills.
  • Ability to manage, review, and approve a large volume of transactions simultaneously.
  • Proven record of providing exceptional internal and external customer service.
  • Excellent interpersonal skills and ability to work in a team environment.
  • Excellent oral and written communication skills.
  • Ability to demonstrate initiative and reflect a sense of urgency by meeting or exceeding deadlines.
  • Proficiency in all applicable software/hardware applications, including a strong knowledge of Microsoft Office (specifically Excel).

Key Requirements:

  • Organized
  • Excellent memory
  • Meticulous to details
  • Great common sense
  • Ability to transition quickly from one project to another
  • Bilingual – English/Spanish
  • Dependable and punctual
  • Extreme Computer Proficiency
  • Microsoft Excel – highly proficient
  • Microsoft Word – highly proficient
  • Mac and PC experience
  • Ability to quickly learn software programs
  • Ability to Self-Start and Take Initiative
  • Ability to be flexible and respond quickly to changes in systems/procedures
  • When given an overall task, someone who is comfortable developing the steps/procedures to get there
  • Ability to work through and present several renditions to arrive at a final procedure
  • Feedback will be given in the development process so that a final product/procedure can be realized

Why Join Us:

  • Work with a dynamic team, supporting an experienced broker/owner.
  • Gain valuable insights into high-level commercial real estate transactions and lease administration.

Job Type: Full-time

Pay: $48,000.00 - $65,000.00 per year

Benefits:

  • Health insurance
  • Paid time off

Schedule:

  • 8 hour shift

Education:

  • Bachelor's (Required)

Experience:

  • Microsoft Excel: 5 years (Required)
  • commercial real estate: 3 years (Preferred)

Work Location: Hybrid remote in McAllen, TX 78501

Salary : $48,000 - $65,000

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