Transaction Manager
Core
Managing day-to-day transaction workflows and portfolio administration for corporate clients in commercial real estate.
Role type
Transaction Manager (Commercial Real Estate)
Builds
Client-ready presentations, transaction documentation, and portfolio tracking systems.
Domain
Commercial Real Estate Brokerage
Deliverable
client delivery
Required skills
Portfolio tracking, lease expiration management, CRM data maintenance, market research, transaction workflow coordination, financial modeling support, LOI preparation, calendar and logistics management
Preferred skills
CoStar proficiency, experience with commercial real estate brokerage support, experience with Salesforce
Technologies
Salesforce, Microsoft Office (Excel, PowerPoint, Word), CoStar
Responsibilities
Support team managing multi-market client portfolios including board decks and tour scheduling; Prepare high-quality client materials including tour books and market summaries; Maintain accurate records in CRM and transaction management systems; Coordinate transaction workflows from initial requirements through execution; Liaise with internal teams including research, finance, legal, and marketing; Track key deal milestones and critical dates to ensure timely execution
Seniority
Mid-level IC