Role/Duties:
Transaction Coordinator Assistant
- Receive intake form from agent within open to close or emails directly from TC
- Review contract for missing details (signature, information, forms)
- Complete any missing forms and or indicate in open to close what is missing so TC can complete the forms
- Complete fields within open to close to prepare for TC to take over file
- Make note of any missing information that would have prevented all fields from being filled out and communicate this to the TC.
- Add all transaction parties to the open to close businesses and contacts
- Insert applicable contacts to the transaction (this may require googling the company to obtain information or calling the company to see where or who to send files to)
- One week before closing submitting any missing documents to the compliance location for each agent
- The day of or the day after closing, submitting new closing docs to the broker for final compliance (some require some manual math calculations and filling out spreadsheets stored in a shared drive)
Thorough documentation and communication is vital
Listing Tasks:
- Entering the property information in MLS (Realtracs)
- Feeding showing time with the correct info regarding preferred times and contacts for feedback
- Preparation of disclosures within dotloop, authentisign, or docusign. Feeding those systems to autofill the correct information, assigning signature blocks.
Tools:
Skyslope
Benchmark Dash
Paperless Pipeline
KW Command
V-Mint
Lone wolf
Transaction Desk
Authentisign
Docusign
DotLoop
Microsoft 365 - outlook
Schedule: Monday to Friday, 8:00 AM to 5:00 PM CST
