Transaction Manager

CRESA

$70K — $95K *
US-AnywhereRemote in Dallas, TX
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of relevant experience in commercial real estate transactions
  • Active real estate license in state of residence
  • Associates/Bachelor's degree or equivalent experience
  • Advanced proficiency in MS Excel; familiarity with Smartsheet and Salesforce reporting
  • Strong writing, editing and proofreading skills, with a keen attention to detail
  • Excellent project management and organizational abilities

Responsibilities

  • Review and summarize lease documents as part of the due diligence process
  • Track client priorities, progress, and milestones effectively
  • Develop analytics models to provide informed recommendations for clients
  • Analyze business performance data for executive-level reporting
  • Create comprehensive reports such as Project Initiation Forms and Broker opinions of value
  • Communicate insights and recommendations through executive-level presentations
  • Support transaction activities including forecasting and reporting savings results

Benefits

  • Opportunity to work in a dynamic, client-focused team
  • Exposure to high-level strategic decision-making processes
  • Utilization of advanced analytics and reporting tools
  • Engagement with a diverse range of clients and projects
  • Potential for professional growth in the commercial real estate sector
Full Job Description
Job Description

Summary

As a Transaction Manager, you'll join the Client Solutions team, providing high-quality transaction and account support as well as financial, market and portfolio analytics to inform and support our clients' real estate decision making. Armed with exceptional analytical and organizational skills and an eye for details, you're a problem solver who constantly seeks to achieve better results.

Essential duties and responsibilities
  • Review lease documents, write lease summaries and abstracts and review other materials as part of the due diligence process
  • Deliver on client-driven priorities, tracking progress and milestones
  • Experience developing analytics models and methodologies using a variety of data points to develop informed recommendations to clients
  • Experience with developing and/or completing financial models for evaluation of lease cash flows and P&L impact
  • Ability to analyze business performance data and budgets for executive-level operations reporting
  • Review critical dates, evaluate contract options, and provide recommendations.
  • Create and implement reports including but not limited to: PIF (Project Initiation Forms), Requests for Proposals (RFPs), Market Comps, Business Case, Location analysis, (BOV) Broker opinion of value
  • Support all transaction activity, preparing forecasts and savings results reporting
  • Apply critical thinking and market knowledge to assist with unique client-specific research requests such as strategic planning, portfolio reviews, and highest and best use analyses.
  • Summarize and communicate analytic findings, insights and recommendations via executive-level summary documents and presentations.
  • Complete other client driven initiatives to support their internal real estate needs
  • Strong written and verbal communication skills
  • A strong work ethic and the ability to work as a team player
  • Resourceful, attention to detail, and strong organizational skills including the ability to multi-task, prioritize efficiently and meet tight deadlines

Qualifications
  • 4+ years relevant experience
  • Prior experience managing transactions for commercial real estate services
  • Associates/Bachelor's degree or equivalent experience
  • Active real estate license in state of residence.
  • Strong writing, editing and proofreading skills - attention to detail is critical
  • Excellent project management and organizational skills
  • Ability to work independently and manage competing deadlines
  • Strong interpersonal skills and proven experience working with cross-functional teams
  • Advanced proficiency in MS Office (MS Word, MS Excel, MS PowerPoint, and Outlook). Advanced MS Excel proficiency is a must
  • Advanced proficiency in Smartsheet and Salesforce reporting preferred; proficiency in Power BI and Tableau preferred
  • Experience with lease administration platforms (CoStar, Visual Lease)
  • Ability to work across multiple time zones to accommodate global initiatives

Physical Requirements:

NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.

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