Transaction Coordinator

Marcus & Millichap Capital Corporation (the “Company”), a subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) is seeking a Transaction Coordinator, Capital Markets to support the execution, processing and closing of commercial real estate debt transactions, commercial real estate debt transactions. This role is responsible for preparing and organizing loan documentation, coordinating due diligence efforts, and ensuring transactions progress efficiently from engagement through closing. The Transaction Coordinator works closely with capital markets advisors, lenders, clients, and third-party vendors to maintain accurate documentation and ensure timely execution of financing transactions. The role may also provide an opportunity to assist in analytical work, market due diligence, and the production of marketing materials for real estate finance transactions, for the right candidate. This role is designated to be a non-exempt position. 

 

Collect and prepare required documentation for commercial real estate financing transactions from engagement through closing and post-closing follow-up.

Review and abstract title-related documents, including purchase and sale agreements, title reports, surveys, escrow instructions, and related closing documents.

Coordinate and track due diligence requirements, including third-party reports and inspections.

Serve as liaison between clients, brokers, lenders, title companies, surveyors, and governmental agencies to ensure transaction milestones are met.

Maintain accurate electronic and physical transaction files and loan pipeline tracking.

Prepare estoppels, SNDAs, and related documentation as required.

Support preparation of lender submission packages under direction of senior team members.

Assist with special projects and administrative tasks as needed.

Ensure compliance with company standards and regulatory requirements throughout the transaction lifecycle.

Assist in the preparation of engagement agreements.

Review and input property rent rolls, leases and operating statements into financial models.

Research local real estate markets to identify trends, opportunities and potential risks.

Request and coordinate transaction documentation. Ensure required closing documentation is posted to internal systems.

Two (2) to five (5) years of experience administering commercial real estate transactions (brokerage, title company, mortgage banker, or law firm environment preferred).

Bachelor’s degree preferred in accounting, finance, commercial real estate or economics.

Familiarity with commercial real estate documentation, including REAs, estoppel certificates, leases, and related transaction materials.

Strong organizational and time management skills with high attention to detail

Excellent written and verbal communication skills.

Ability to manage multiple assignments simultaneously in a deadline-driven environment.

Proficiency in Microsoft Office (Word, Excel, PowerPoint) and ability to learn additional systems such as Salesforce or other CRM platforms.

Experience with CoStar and other data sources a plus.

Willingness to work occasional overtime to meet time-sensitive deadlines.

Flexible attitude with the ability to handle change effectively.