Job Details

Real Estate Transaction Coordinator

  2020-09-30     David Lyng Real Estate     1041 41st Ave.  

Company Overview:

David Lyng Real Estate is family-owned and locally operated. David and Sally Lyng started their brokerage in 1980 with a small office in Aptos, four Realtors® and a mission to provide a full-service brokerage focused on delivering an exceptional client experience.

Since that time and under the same vision, we have organically grown our business to include nine offices, spread over two counties, and over 200 REALTORS®. We at David Lyng Real Estate pride ourselves on being part of the community and supporting local businesses. Since our inception, David Lyng Real Estate has been an active member of the Santa Cruz Association of REALTORS®, numerous local Chamber of Commerce, and supported a variety of local charity and nonprofit organizations.

In recent years, David and Sally have welcomed their daughters, Megan and Morgan, into the business. They are honored that their daughters have chosen to follow in their footsteps. This next generation is committed to continuing the business with the same tradition and values that David and Sally established back in 1980. At David Lyng Real Estate we care about our clients, our agents, and our staff and enjoy what we do. When you choose an agent at David Lyng Real Estate, you know we will have your best interest in mind and that you will be treated fairly and honestly.

Job Summary: The Transaction & Listing Services Coordinator position is responsible for supporting our agents with transaction and listing support.  This position requires candidates to have a strong working knowledge of real estate disclosures and contracts.  The job requires intensive data entry, separating, uploading and processing files.      

Requirements:  3 to 5 years experience working in a real estate office coordinator role. 2 to 3 years real estate transaction coordinator experience. Strong communication skills; proficient Gmail email, Google Suite, MS Word and Excel. Outgoing personality with a desire to please and go the extra mile for the team, the agents, and our clients. Superior customer service skills. Ability to multi-task, able to complete assignments independently, attention to detail and ability to work with few mistakes. Maintain a valid CA driver's license and car insurance. Strong knowledge of real estate software programs including Planet RE, Zipforms and MLS.  

Transaction Coordinator duties:

  1. Provide timely and comprehensive transaction coordination support including processing all new and existing real estate files from start to finish. 
  2. Data enter critical information regarding transactions into our company document management system.
  3. Complete final review of files and close transactions in the document management system.
  4. Maintain accurate and complete Broker’s office trust account log at all times.
  5. Upload documents as required into the document management system.
  6. Train and instruct agents on how to use the document management system.
  7. Over sight of documents regarding risk management. Alert Transaction Manager of any potentially problematic transactions.
  8. Advise and instruct agents on proper transaction procedures, disclosures and etiquette.
  9. Perform other duties as instructed by management.

Office Coordinator duties:

  1. Answer phones, greet visitors, make coffee, order and stock supplies, put away mail.
  2. Answer questions for agents and direct them to the appropriate person to provide assistance.
  3. Trouble shoot printers, help agents with computers, and general office maintenance.
  4. Decorate office regarding various company and community events.
  5. Encourage a positive office culture and team work.
  6. Keep office appearance clean, professional and safe.
  7. Implement opening and closing procedures to agents.
  8. Perform other duties as instructed by management.

Listing Services duties:

  1. Create disclosure packages in a timely manner for agents to present to sellers.
  2. Responsible for reviewing documents and disclosures for any red flags for risk management purposes and reporting any issues or concerns to management.
  3. Upload disclosures and make disclosures public, create appropriate access codes for agents to provide to interested parties.
  4. Perform other duties as assigned by manager.

Email resume using apply link below.

Do not contact this company in solicitation of any product or service.

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