Real Estate Sales Transaction Coordinator

Description

Reports to: Qualifying Broker

Classification: Full-time, Exempt

Supervisory Responsibilities: No

Position Mission

The mission of the Real Estate Sales (RES) Transaction Coordinator Admin is to streamline real estate transactions, enhancing the productivity and efficiency of Associate Brokers. This role is to support associate brokers in managing every aspect of the real estate transaction.

Essential Duties And Responsibilities

• Assist Associate Brokers in appointments including showings, appraisals, walk-throughs, inspections, and closings.
• Review and audit contracts and commissions prior to closing.
• Retrieve necessary documents and forms to complete files; close out in Trackers and RES folders.
• Maintain all contracts in RES departmental files to ensure compliance with the Real Estate Commission of New Mexico.
• Track contract status in STARS, contract trackers, and RES folders, updating lenders and title companies as needed.
• Request and review preliminary settlement statements to verify that all line items align with the purchase agreement and commission forms.
• File all RES documents in appropriate systems, including Buyer Broker Agreements and no-go offers.
• Host open houses, broker opens, and marketing events.
• Prepare closing packets including gift bags, a hard drive of the file, greeting cards, and closing emails.
• Maintain post-closing communication with clients, including answering questions, sharing information on further education opportunities, and requesting referrals.
• Collaborate with the Marketing team to request email templates and marketing materials, update and maintain marketing templates in a timely manner, and provide client stories including closing photos and written summaries.
  
  

Expected Outcomes

• Identify opportunities to enhance the productivity and effectiveness of the RES Team.
• Manage RES under-contract procedures to ensure compliance with local, state, and national requirements.
• Support the Homewise mission by averaging or exceeding 3 sale contracts per month, contributing to an office total of 36 or more contracts per month.
  
  

Competencies

• Customer service: Extremely responsive to internal and external customer requests; exceeding customers’ expectations. Abides by Homewise, Inc. Customer Service Standards.
• Listening skills: Listens to understand other's viewpoints. Anticipates customer needs and offers innovative solutions.
• Communication skills: Able to clearly present issues – both orally and written.
• Flexibility and adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• Problem-solving skills: Grapples to understand a problem and its underlying causes before finding a solution.
• Accountability: Embraces accountability to achieve meaningful results.
• Computer skills. Competence in Microsoft Excel, Word, Outlook, Loan Origination software, Windows, and other software applications as appropriate.
• Work independently: Ability to work independently with little or no supervision.
• High standards: Expect personal performance to be nothing short of the best.
  
  

Education And Experience

• High school diploma or equivalent.
• New Mexico Real Estate License is preferred
  
  

Work Schedule

• This position requires flexibility to work beyond standard business hours, including evenings and weekends, as needed to manage client needs and the real estate transaction process, in line with Homewise’s strategic objectives.”
• Ability to travel as needed.
  
  

Physical Requirements.

• This is largely a sedentary role.
• Must be able to occasionally lift objects up to 20 pounds.