Job Title

Transaction Manager

Job Description Summary

Responsible for the day-to-day transaction management of a portfolio of properties on behalf of one or more national and/or global corporate client(s). Responsibilities include: Ensuring service delivery standards, managing the transaction process, reporting, working with advisory professionals, reviewing and translating financial summaries, market optimization planning, monitoring internal/external workflows to ensure consistent quality of service and work product, working with multiple service lines and clients.

Job Description

General:

• Develop and maintain strong client relationships

• Assist with the implementation of portfolio plans that align with client’s real estate goals and objectives

• Collaborate with C&W and non C&W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including but not limited to: lease, sale, sublease,  and purchase

• Manage the flow of key documentation and client communications

• Review, and interpret financial analysis

• Oversee revenue tracking of all transactions

• Maintain database of transaction activity

• Ensure accuracy of all transaction reports

• Present transaction activity to client  

• Lead and/or facilitate client meetings

• Provide suggestions for process and technical improvements relating to the transaction process

• Assist with the on-boarding of new team members

• May provide supervision for transactional team members and others team members supporting the transaction activity of the relationship

Process Management:

• Manage account governance process

• Assist with the development of standard forms and procedures

• Implement standardized processes/playbooks that create maximum efficiencies and add value

• Assist in measuring transactional performance

• Ensure that all client and broker engagement documentation is executed

Transaction Management:

• Coordinate field broker selection process

• Assist with determining client needs and communicate project parameters

• Coordinate negotiations and management of transactions

• Coordinate legal review of all client leased/owned documents

• Ensure accuracy of financial data and reporting

• Coordinate client site visits/market tours

• Ensure all State real estate standards are met

• Assist in the management of client rebate

Strategic Planning:

• Assist in the development of strategic real estate plans

• Identify occupancy cost opportunities

• Ensure implementation of agreed upon strategy

• Produce and/or support business case development

• Execute strategies by developing action plans

• Have a thorough understanding of the C&W platform and identify existing and new opportunities for  enhancing service solutions and capabilities.

• Contribute to the overall service and financial performance of C&W through effective cross-selling and relationships / contract expansion

Key Competencies

• Customer Relationship Management

• Communication Proficiency (oral and written)

• Financial Analysis

• Negotiation Skills 

• Organization Skills

• Teamwork Orientation

• Multi-Tasking

• Presentation Skills

• Technical Skills

Education  

• Bachelor’s degree (BA/BS) required in any field; finance/real estate preferred

Experience

• 5+ years of real estate experience in transactions management or corporate real estate

Additional eligibility qualifications

• Must obtain and hold state real estate salesperson license in the state of Illinois

• LEED, MCR, CCIM designations are a plus

• Ability to read and understand commercial real estate transaction documents, such as a lease, purchase & sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.