The Real Estate Transaction Manager assists the Development and Finance Teams with the negotiation, preparation and review of all acquisition, sale and financing documents and direct contact for the closing process on real estate transactions. The Real Estate Transaction Manager will maintain timelines to assist with project execution with extreme accuracy and accountability.
It is understood that the duties and responsibilities are a general guideline of what is expected as a Transaction Manager, notwithstanding, incorporating the “Team Approach”, other tasks and duties may be assigned as is reasonable for the position.
Essential Duties & Responsibilities
Assist Development Team with reviewing of Letters of Intent
Assist with entity information, document execution, recording, EIN number and create and maintain entity binders for each property.
Create a closing checklist and manage to completion.
Create, maintain, and update file system for tracking document changes from draft to final form.
Open escrow and order title update
Provide title information to surveyor and track process through to completion.
Work with Development Team to gather due diligence information as required and distribute to all appropriate parties.
Coordinate document requirements for counsel (ours and theirs)
Abstract final document for tracking purchaser and seller obligations. Notify Accounting Team of financial obligations and when deposits are due.
Assist in document recording as necessary
Obtain required information for owner’s title policy.
Create, maintain and update closing binders to include purchase agreement and amendments, all loan documents, loan or closings extensions, title documents, declarations, etc.
Knowledge, Skills & Abilities
Excellent communication skills – written and oral
Motivated self-starter with a positive attitude
Problem-solving, analytical and research skills
Manage clear individual project calendars and assist in meeting deadlines.
Demonstrate teamwork (is receptive to and acts upon input from other team members, is willing and able to compromise as needed, displays willingness to work with all firm employees).
Demonstrate initiative (contribute new ideas, is self-motivated, obtain/maintain a working knowledge of relevant practice areas/clients) and is a self-starter.
Demonstrate organizational skills and effective use of time (ability to plan daily work, set priorities and manage time to ensure work is timely and efficiently completed).
Demonstrate flexibility (willing to adjust to changes in job requirements and scheduling).
Interpersonal skills necessary to communicate and follow instructions effectively from a diverse group of clients, attorneys, and staff and provide information with courtesy, tact and professionalism.
Interpersonal skills necessary in order to communicate by phone and provide information with courtesy and tact.
Adhere to strict confidentiality standards.
Attendance at Team Meetings and Employee Meetings as scheduled.
Regular attendance (Monday – Friday, 8:30 AM – 5:00 PM).
Overtime availability, as needed.
Other responsibilities, as assigned.
Bachelor’s Degree Required
Proficient with Microsoft Word, Excel and Outlook Required
Florida Registered Paralegal Preferred
Real Estate Sales License Preferred
Real estate paralegal experience, 2+ years Preferred