Transaction Coordinator

Job Description

Job Description

Position Description: Transaction CoordinatorAbout the RoleM. Shapiro Real Estate Group is seeking a highly organized, proactive, and solutions-oriented Transaction Coordinator to lead the successful transition and onboarding of newly acquired or newly managed properties.This is a project management and client-facing role. The Transaction Coordinator will serve as the central point of contact throughout the transition process, coordinating clients and internal teams to ensure that all required information, systems, people, and processes are ready for a successful go-live.The ideal candidate is someone who naturally takes ownership, creates urgency, follows through relentlessly, communicates clearly, and can figure out what to do when things do not go according to plan.You do not need to have experience in manufactured housing. We are looking for someone with strong project management, client communication, organization, problem-solving, and execution skills who can learn our business and apply sound judgment to each transition.What You'll DoOwn the Transition•\tServe as the primary point of contact for clients throughout the property onboarding process.•\tEstablish and maintain transition timelines, milestones, priorities, and deadlines.•\tManage the onboarding tracker and ensure critical tasks are completed on time.•\tCoordinate multiple workstreams simultaneously while keeping the overall transition on track.•\tIdentify potential delays or problems early and take action before they become larger issues.•\tMaintain visibility into what has been completed, what is outstanding, who owns each item, and what needs to happen next.•\tPrepare the property for a smooth and organized go-live and transition the property to the appropriate operational team.Manage Clients•\tLead client kickoff meetings and clearly explain the transition process, expectations, timelines, and next steps.•\tBuild strong working relationships with clients and establish yourself as a trusted resource throughout the transition.•\tGather information, documents, contacts, and operational knowledge from clients.•\tAsk thoughtful follow-up questions to understand how each property currently operates.•\tCommunicate progress, outstanding items, risks, and changes clearly and professionally.•\tBalance excellent client service with the need to hold clients accountable to deadlines and deliverables.Coordinate Internal Teams•\tServe as the communication bridge between the client and internal departments.•\tCoordinate with Operations, Accounting/Finance, IT, Sales & Marketing, Compliance, and other internal teams as needed.•\tMake sure internal team members understand what they need to do, when it needs to be completed, and why it matters.•\tFollow up on outstanding tasks and escalate issues when appropriate.•\tKeep everyone working from the same information and timeline.•\tHelp remove roadblocks so team members can complete their responsibilities.Problem Solve & Exercise Judgment•\tIdentify gaps, inconsistencies, missing information, and potential risks during the transition.•\tInvestigate problems rather than simply passing them along.•\tDetermine practical next steps when the original plan does not work.•\tAdapt the transition plan to the realities of the property, client, team, or situation.•\tRecognize when an issue can be solved independently and when it needs to be escalated.•\tThink several steps ahead and anticipate what could go wrong.•\tMake sound decisions using available information, business judgment, and urgency.Manage Information & Details•\tCollect, organize, review, and distribute large amounts of information and documentation.•\tCoordinate required property, financial, operational, staffing, vendor, utility, technology, licensing, insurance, and other information.•\tEnsure information is accurate and complete before it is handed to the next team.•\tMaintain organized electronic files and transition records.•\tTrack outstanding documents and follow up persistently until they are received.•\tHelp identify discrepancies between information received from the client and information entered into company systems.Prepare for Go-Live•\tCoordinate the final stages of each property transition.•\tConfirm critical systems, information, contacts, documentation, and operational requirements are ready.•\tCoordinate final outstanding items and communicate readiness to leadership and internal teams.•\tHelp ensure the transition is organized for the first 30 days of operations.•\tComplete an effective handoff to the Regional/Operations team.What Success Looks LikeA successful Transaction Coordinator:•\tOwns the outcome rather than simply completing assigned tasks.•\tCreates urgency without creating unnecessary chaos.•\tDoes not wait for someone else to solve a problem that they can help solve.•\tFollows up until something is actually complete—not simply until an email has been sent.•\tCan manage many moving pieces without losing track of the details.•\tCommunicates proactively rather than waiting to be asked for an update.•\tCan respectfully push clients and internal team members when deadlines are at risk.•\tThinks critically and adjusts the plan when real-world circumstances require it.•\tUnderstands that every transition is different and can tailor the process accordingly.•\tKeeps leadership informed of risks before they become emergencies.•\tLeaves the next team with a clean, organized, well-documented handoff.What We're Looking ForWe are looking for someone who demonstrates:Project Management•\tExperience managing projects, implementations, transactions, onboarding, or complex workflows.•\tAbility to manage timelines, dependencies, deadlines, and multiple stakeholders.•\tStrong organizational and prioritization skills.Ownership & Follow-Through•\tTakes responsibility for getting things done.•\tPersistent and comfortable following up repeatedly when necessary.•\tDemonstrates a strong sense of urgency.•\tDoes not make excuses or wait passively for others.Communication •\tExcellent written and verbal communication.•\tComfortable leading meetings and communicating with clients.•\tAble to communicate difficult information professionally.•\tComfortable communicating with people at different levels of an organization.Problem Solving & Critical Thinking•\tNaturally curious and asks good questions.•\tAble to identify the real problem rather than simply addressing the symptom.•\tUses judgment and common sense.•\tCan create practical solutions when the original plan doesn't work.Client Service•\tUnderstands that the client experience matters.•\tBuilds trust while maintaining accountability.•\tRemains calm and professional when clients are frustrated or circumstances change.Technology & Organization•\tComfortable learning new software and systems.•\tStrong Microsoft Office/Excel skills.•\tHighly organized with excellent attention to detail.•\tComfortable working with trackers, documentation, spreadsheets, email, and project-management tools.Preferred ExperienceExperience in one or more of the following is helpful but not required:•\tProject management•\tProperty management•\tReal estate•\tReal estate transactions•\tClient onboarding•\tImplementation/project coordination•\tConstruction or development•\tBanking or financial services•\tOperations•\tCustomer success•\tAccount management•\tBusiness process management•\tMulti-location operationsThe Person We're Looking ForThis role is best suited for someone who can say:“If I own it, I will figure it out.”You should be comfortable operating in an environment where not every answer is already documented and where each transition may present new challenges. We need someone who can bring structure to complexity, keep people moving, communicate clearly, and solve problems without constantly needing someone else to tell them what to do.If you are highly organized, persistent, resourceful, client-focused, and energized by getting complicated projects across the finish line, we'd like to hear from you. $50,000.00 - $65,000.00 Annually