Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
The Senior Transaction Manager for our Irvine Investment Sales Team is instrumental in providing support for our advisors as they conduct their daily business activities. The Senior Transaction Manager will coordinate and prepare proposals, listings and the marketing of those listings, escrow closings and all related tasks. They will also coordinate research and related activities with Studio Blue and the Global Production Operations (GPO). The Senior Transaction Manager may also provide administrative support to the advisors in their office as well.
-
Coordinate and streamline the flow of projects, information and documents, creating a collaborative environment with the advisor and accountability between all parties involved.
-
Coordinate gathering of information from advisors and other departments for creation of marketing materials, presentation packages, and other documents.
-
Complete proposals, marketing materials, and websites.
-
Launch all listings for assigned advisors and provide support as needed through close of escrow.
-
Submit and monitor requests to Studio Blue and GPO for documents like research reports, neighborhood data, historical and economic data.
-
Manage and document listing agreements and contracts of sale in compliance with corporate and appropriate Department of Real Estate requirements.
-
Manage the due diligence process to include serving as the point of contact between the buyer and seller.
-
Manage coordination of documents related to closings and following up on required items when necessary.
-
Compose miscellaneous real estate documentation including real estate listing agreements, receipt for commission funds, real estate purchase agreements, and supporting transaction data.
-
Manage coordination of documents related to closings prioritized by timeline/deadline, following up on required items when necessary.
-
Monitor and order office inventory and marketing materials for their advisors.
-
Maintain database (CRM) of potential buyers, sellers and property listings and escrows for assigned advisors.
-
Communicate information on any corporate initiative or new products/service; provide follow up training if necessary.
-
Compose miscellaneous real estate documentation including real estate listing agreements, receipt for commission funds, real estate purchase agreements, and supporting transaction data.
We Stand for Excellence, so to achieve success in this role you should have:
-
Experience in Commercial Real Estate, preferred.
-
Advanced experience in Microsoft Office including Outlook, Word, PowerPoint, Excel and Adobe InDesign.
-
Previous experience with Salesforce, preferred.
-
Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
-
Ability to maintain focus while coordinating internal project delivery teams.
-
Able to communicate clearly both verbally and in writing with all levels of an organization.
-
Strong customer service skills and the ability to effectively manage the expectations of customers with strong personalities.
- 5-7 years prior experience in a similar role
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be the Next Big Thing. Be Berkadia.
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [email protected].
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
