Real Estate Transaction Coordinator

Published: 6/14/2022

Real Estate

Job Description

We are seeking a Real Estate Transaction Coordinator to support the administration and coordination of 1031 exchanges for real estate investors. This role facilitates transactions by managing documents, tracking deadlines and milestones, coordinating with title and closing agents, and providing end-to-end administrative support. The coordinator will typically manage 10–25 transactions monthly and work with title and closing agents, Realtors, attorneys, clients, and CPAs. The position begins as a 1099 engagement during a probationary period, with the opportunity to become full time once established. Growth paths may include Senior Transaction Coordinator, 1031 Exchange Specialist, or Client Operations Lead.

Responsibilities

Prepare correspondence, transaction documents, and closing materials.
Coordinate documents and closing processes with title and closing agents.
Serve as a liaison among title agents, Realtors, attorneys, clients, and CPAs.
Track transaction deadlines, milestones, and required follow-up activities.
Support preliminary rule and document review for 1031 exchange transactions.
Provide end-to-end administrative support throughout the transaction lifecycle.
Schedule appointments, training classes, and other meetings.
Greet and assist clients while providing responsive service.
Answer inbound telephone calls and coordinate communication.
Maintain organized files and records using shared drives, spreadsheets, document management software, CRM, and transaction management platforms.
Develop and implement organized filing and document management systems.
Perform additional office and process support tasks as needed.

Required Qualifications

Conscientious, can-do attitude.
Ability to prioritize and multitask.
Strong attention to detail and organizational skills.
Excellent written and verbal communication skills.
High school diploma or equivalent.

Preferred Qualifications

Three or more years of experience in real estate transaction coordination.
Previous experience in title closing, title processing, transaction coordination, or office administration.
College degree
Real estate license.
1031 exchange administration experience.
Experience with document management, records management, scheduling, and Microsoft Office.
Demonstrated ability in prioritization, client service, and written and verbal communication.
Title processing experience.
Spanish language skills.
Portuguese language skills.

\nCompany Description

Private Exchange Group (PEG) is a Qualified Intermediary for 1031 exchanges. We serve real estate investors, Brokers, Attorneys, CPAs and Estate Planners by facilitating 1031 exchanges. We build relationships with investors and their teams. A 1031 exchange allows an investor to defer up to 100% of their capital gains and depreciation recapture taxes when they sell qualified real estate investments.