Transaction Coordinator
Inclenberg Investments Florida, LLC
Palm Beach, FL
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Part Remote
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Job Description
TRANSACTION COORDINATOR
Job Title
The Transaction Coordinator will organize, track, and maintain information related to direct investments in commercial real estate. The successful candidate will have the opportunity to join and learn from a small team of single family office professionals who have been managing commercial real estate on behalf of a high net worth family for over ten years.
Job Summary
To facilitate the closing and ongoing management of various commercial real estate transactions across the deal lifecycle, including: initial underwriting, due diligence, negotiation of joint ventures, funding and construction, leasing, marketing and sale, and post-disposition closeout.
Qualifications
- Bachelor’s degree and a minimum of 2 years of commercial real estate experience required
- Proficiency with Microsoft Office and Adobe Acrobat required
- Experience as a paralegal or legal secretary; title or escrow assistant; or as an employee of a single family office, real estate developer, or real estate contractor preferred
- Certified notary public preferred
- Outstanding written, interpersonal, and verbal communication skills
- Ability to multitask and prioritize assignments without sacrificing accuracy, timeliness, and responsiveness
- Self-starter with excellent anticipation skills, problem solving, and follow up
- Strong administrative, clerical, and organizational skills
Responsibilities
- Request, review, analyze, and summarize due diligence information received from developer partners to assist in investment underwriting
- Create and maintain project and portfolio calendars highlighting key dates, including but not limited to the dates projected for: issuance of permits, project completion, loan maturity, lease termination, accrual of liquidated damages, release of post-closing holdbacks, and issuance of partnership tax filing documents
- Collect, save, and archive deal documents on cloud-based file sharing site
- Extract key terms from deal documents and enter such information into the company’s internal database
- Assist with the formation and dissolution of entities for individual investments
- Collect and file organizational documents for each project, including routing documents for signature
- Create and maintain organizational charts for each project and the company
Compensation
Starting salary of $85K with the potential for an annual bonus based on the performance of both the employee and the company.
The company offers a competitive benefits package, including but not limited to: medical, dental, and vision insurance; a 401k retirement plan, paid holidays, vacation, and personal days; life and short-term disability insurance; and a Section 125 Plan for qualified healthcare expenses.
Schedule
Full time position at approximately 40 hours per week. Monday through Friday, 9 AM to 5 PM. In person at the company’s office in Palm Beach, Florida four days per week, with the flexibility to work from home on Fridays.
Related Jobs
Atlanta, GA
Post Date: 05/30/2025
Expires: 07/14/2025
You have successfully applied for this role!
You can view the status of your application from your dashboard.
