Experienced with handling real estate transactions from contract to closing. Utilizes strong organizational skills to manage documentation and deadlines efficiently. Track record of facilitating clear communication among clients, agents, and third-party vendors.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Transaction Coordinator
HomeSmart Realty
San Diego, California
03.2023 - 07.2023
Manage all deals flow and paperwork in a real estate transaction from start to finish
Manage transaction workflow for all the deals in the pipeline (Escrow Timelines and Important Dates, Listing/Seller & Landlord Representation, In Contract/Escrows, and Closings), regularly following up with and updating all key parties
Maintain organized electronic files of all transactions for use by all team members
Audit paperwork to confirm compliance
Manage contingency periods, following up and interfacing with parties as needed
Order necessary reports and disclosures (Prelims, NHD Reports, Inspections, Mandatory City Reports)
Follow up with all parties to make sure reports are delivered, manage minor issues, and escalate bigger issues
Prepare Commission Statements and manage the delivery of funds
Roofstock Realty LLC
Remote, California
01.2022 - 03.2023
Manage extensive volume of acquisitions for individual and large portfolio investors
Perform real estate investment transactions on behalf of clients
Well versed in transaction management in various markets including, Michigan, Wisconsin, Alabama, Missouri, Illinois, Mississippi, Oklahoma
Managed transactions through proprietary software, Google Suite, MS Teams and Sales Force to provide real time updates and ensure all transaction are compliant and closing on time
Educated new investors selling and buying in different regions on market conditions, legal requirements, negotiations, pricing, and mortgages
Collaborated with title, escrow, vendors, investors and attorneys
Implementing procedures and policies to ensure compliance and limit risk
Nurture client and vendor relationships
Transaction Coordinator
REALTY ONE GROUP
Huntington Beach, California
08.2012 - 01.2022
Initially examines all contracts and addenda to guarantee the presence of required signatures and initials
Fills-out commission disbursement forms
Originates initial transaction files with title or escrow company
Opens / updates title search
Creates ongoing timeliness and deadlines
Forwards copies of contract to all transaction participants (agents, buyers, sellers, lenders, agencies)
Creates web-based transaction management file to facilitate secure information access by all parties
Requests an estimated HUD-1 Statement for agent review
Follows-up with escrow or title company on day of closing
Distributes reminders to remove lock box, obtain seller's forwarding address and change status to 'sold' at closing in MLS (Multiple Listing Service) in the event an agent represents the seller
Transaction Coordinator
COLDWELL BANKER
Santa Monica, California
04.2001 - 08.2012
Opened escrows
Coordinated property inspections
Ensured proper completion of repairs
Negotiated rehabilitations, replacements and improvements
Provided clients, agents, lenders, team office managers and other transaction participants with updates and relevant communications
Monitored the contingency period
Worked with both buyer and seller during due diligence period
Ensured that all documentation was properly submitted
Maintained complete transaction files in accordance with State requirements
Distributed closed transaction files for retention and archiving
Forwarded fully executed closing documents required by brokerage to ensure payment of commission(s)
Assistant Property Manager
INTERNATIONAL REALTY & INVESTMENTS INC.
Los Angeles, California
01.1996 - 04.2001
Assisted in administratively managing a portfolio of 50 bank foreclosure properties requiring interim maintenance and property upkeep in the Los Angeles and South Bay areas
Data-entered / updated property files
Collected rents
Prepared / submitted monthly revenue and cost summaries for bank review
Education
Undergraduate Study - Journalism
EL CAMINO COLLEGE
Torrance, California
12.1995
Skills
Structure
Authority
Ethics
Professionalism
All Phases of Real Estate Purchase Closings
Escrow Process Management
Transaction Preparation
Client Service
Team Support
Office Organization
WINDOWS
IPads
SmartPhones
ANDROID
IOS
MICROSOFT WORD
MICROSOFT EXCEL
REAL CONTROL
Certification
California Association of Realtors, Los Angeles, California, Certificate-of-Completion—Certified Transaction Coordinator (CTC)