Transaction Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Assists with pre-closing insurance and risk evaluations, coordinating with lenders, borrowers, and brokers regarding new loan originations.

• Provides insurance stipulations based on the type of deal, geographic location, and lender specifications.

• Evaluates proposed insurance coverage, identifying and conveying coverage gaps to lenders and borrowers for resolution.

• Prepares and submits client deliverables that include precise risk assessments and documentation.

• Delivers a comprehensive deal package containing evidence of insurance and other necessary documentation.

• Manages deal flow, client status updates, issue tracking, and resolution processes.

• Adheres to system data standards and ensures data integrity by entering and maintaining complete and accurate information.

• Performs additional duties as assigned.

⛳️ Requirements

• Associate’s Degree or equivalent education and experience.

• A minimum of 2 years of experience in one or more of the following areas: relevant insurance experience, financing or commercial transaction management, title, paralegal work, or documentation review.

• Experience in commercial real estate is a plus.

🏝️ Benefits

• Competitive salary and benefits package.

• Opportunities for professional development and growth.

• Collaborative and dynamic work environment.