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Transaction Coordinator

Company: CBRE
Location: Newport Beach
Posted on: June 16, 2022

Job Description:

Posted14-Mar-2022Service lineAdvisory SegmentRole typeFull-timeAreas of InterestAdministrativeLocation(s)Newport Beach - California - United States of AmericaJOB SUMMARYResponsible for listings and voucher processing for single or multiple offices with 20-200 employees. Prepares vouchers used to collect the commissions due to CBRE. Manages all listing and deal files in compliance to Real Estate regulations and facilitates the transfer of financial information to Transaction Accounting.ESSENTIAL DUTIES AND RESPONSIBILITIESAssigns new listing numbers and creates files for all executed listing/commission agreements. Verifies required documents per CBRE's policies and Real Estate guidelines by completing the Listing File Checklist. Distributes listing renewal information to sales professionals and follows-up to obtain required documents in order to keep listings current.Verifies handwritten voucher against the written contract. Enters all sales and lease information into the Company's database according to the organization's guidelines and procedures. Assists in obtaining appropriate signatures/approvals and transferring all financial information to Transaction Accounting for further processing.Creates deal files and verifies required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist.Maintains property signs inventory. Orders and removes all property signs for the office. Completes signage purchase orders, and marketing budget forms.Manages the trust accounts for earnest monies including processing deposits and issuing checks per the respective state's rules and requirements.Assists Transaction Accounting in the process of collection and distribution of client's commission payments.Provides customer service to sales professionals.Assists Transaction Accounting in obtaining necessary verifications of various contingencies in order to adhere to the Company's revenue recognition policies.Other duties may be assigned.SUPERVISORY RESPONSIBILITIESNo formal supervisory responsibilities in this position.QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EDUCATION and EXPERIENCEHigh school diploma or general education degree (GED) with a minimum of two to four years of related experience and/or training.CERTIFICATES and/or LICENSESNone.COMMUNICATION SKILLSAbility to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal group.FINANCIAL KNOWLEDGERequires general knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.REASONING ABILITYAbility to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.OTHER SKILLS and ABILITIESIntermediate skills with Microsoft Office Suite.SCOPE OF RESPONSIBILITYDecisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.

Keywords: CBRE, Newport Beach , Transaction Coordinator, Other , Newport Beach, California

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