Sr. Transaction Coordinator

Sr. Transaction Coordinator

The Senior Transaction Coordinator provides advanced transaction management, reporting, financial, and operational support for a regional portfolio of corporate real estate transactions across North America and Latin America. This role serves as a key partner to Transaction Managers, brokerage teams, portfolio leadership, and client stakeholders by coordinating complex transaction activities, managing critical transaction data and reporting, supporting financial analysis, and ensuring compliance with client governance requirements. The successful candidate will demonstrate strong analytical, organizational, and communication skills while helping drive operational excellence, process consistency, and high-quality service delivery across a dynamic real estate portfolio. In addition to supporting transaction execution, this role is expected to identify process improvement opportunities, mentor junior team members, and contribute to account-wide initiatives.

Essential Functions and Responsibilities

• Support lease renewals, expansions, relocations, dispositions, acquisitions, and flexible workplace transactions throughout the Americas region.
• Coordinate transaction activities from initiation through closeout, ensuring adherence to client requirements, governance processes, and critical milestones.
• Prepare, review, and maintain transaction documentation, including transaction approval packages, engagement letters, commission agreements, lease summaries, and other transaction-related materials.
• Monitor critical dates, transaction milestones, notice requirements, and key obligations across the portfolio.
• Facilitate execution and distribution of legal and transaction documentation while maintaining complete transaction records.

• Prepare and maintain portfolio reporting, transaction trackers, KPI dashboards, and executive-level summaries.
• Analyze transaction data and identify trends, risks, and opportunities for portfolio optimization.
• Support development of business cases, occupancy cost analyses, financial comparisons, and negotiation summaries.
• Prepare market comparisons, proposal evaluations, RFP matrices, and decision-support materials for client stakeholders.
• Ensure the accuracy, completeness, and integrity of transaction data across reporting platforms and databases.

• Facilitate commission tracking, invoicing, revenue reporting, and transaction fee administration.
• Support validation of transaction financials, lease economics, and reporting assumptions.
• Coordinate with finance and accounting teams to monitor invoice processing, commission payments, revenue recognition, and related financial activities.
• Assist with reconciliation of transaction-related financial data and reporting.

• Serve as a primary point of coordination between transaction management, brokerage teams, lease administration, finance, legal, workplace, and portfolio stakeholders.
• Coordinate meetings, transaction updates, and stakeholder communications.
• Support client-facing presentations and reporting activities.
• Ensure timely follow-up on action items, approvals, and outstanding transaction requirements.

• Maintain transaction management tools, templates, playbooks, and reporting standards.
• Identify opportunities to improve efficiency, standardization, reporting quality, and service delivery.
• Perform quality control reviews of transaction documentation, reporting, and system data.
• Support onboarding and training of new team members and share best practices across the account.

Key Competencies

• Client Service Excellence
• Advanced Written and Verbal Communication
• Transaction Management Knowledge
• Financial and Analytical Skills
• Reporting and Data Management
• Project Coordination and Organization
• Attention to Detail
• Critical Thinking and Problem Solving
• Stakeholder Management
• Process Improvement Mindset
• Time Management and Prioritization
• Sense of Urgency and Accountability

Education and Experience

• Bachelor's degree in Real Estate, Finance, Business Administration, Economics, or a related field preferred.
• 3-5+ years of experience supporting commercial real estate transactions, portfolio management, lease administration, brokerage operations, corporate real estate, or related disciplines.
• Experience supporting regional or global corporate occupier accounts preferred.
• Strong proficiency in Microsoft Excel, PowerPoint, and reporting platforms such as Smartsheet, CoStar, Power BI, Tableau, or similar systems.
• Demonstrated ability to manage multiple priorities in a fast-paced, client-facing environment.

Success Profile

The ideal candidate combines strong operational execution with analytical capability and business acumen. They are highly organized, proactive, and client-focused, capable of managing complex transaction activities while providing meaningful insights and recommendations that support strategic real estate decisions. This individual operates as a trusted partner to Transaction Managers and account leadership, helping drive consistency, accuracy, and continuous improvement across the portfolio.