
High Net Worth Transaction Specialist
1 week ago
Job Description:
We're seeking a highly skilled and detail-oriented transaction manager to drive high-value transactions in the luxury real estate market. As a key member of our team, you'll be responsible for guiding high-net-worth clients through the closing process, ensuring a seamless and sophisticated experience that reflects our brand's prestige.
Key Responsibilities:
- Transaction Coordination: Manage and oversee the entire closing process from contract to closing date, ensuring all timelines are adhered to and necessary documents are prepared and reviewed.
- Legal Compliance: Ensure all legal documents and contracts are accurate, complete, and in compliance with regulations.
- Financial Oversight: Coordinate financial transactions, including earnest money deposits and final payments, ensuring smooth processing.
- Client Communication: Act as primary point of contact for clients, providing updates, answering questions, and addressing concerns throughout the closing process.
- Document Management: Maintain organized and secure files of transaction documents, ensuring confidentiality and accessibility as needed.
- Problem Solving: Identify potential issues during the closing process and proactively resolve them promptly.
- Collaboration: Work closely with stakeholders to facilitate effective communication and cooperation throughout the transaction.
- Quality Assurance: Conduct thorough reviews of closing documents to verify accuracy and completeness before finalizing transactions.
- Post-Closing Activities: Coordinate post-closing tasks such as document recordings, disbursements, and client follow-ups to ensure a smooth transition and client satisfaction.
- Process Improvement: Continuously evaluate and suggest improvements to closing processes and procedures to enhance efficiency and client experience.
Requirements:
- Bachelor's degree in business, marketing, or real estate; MBA or relevant advanced degree preferred.
- 2-3 years of experience in high-value sales or luxury real estate, with proven closing success.
- Exceptional negotiation, interpersonal, communication, and presentation abilities.
- Proficient with CRM systems, MS Office (Excel, PowerPoint), and sales analytics tools.
- Client-centric mindset, strategic thinker, proactive problem-solver.
- Deep understanding of luxury real estate dynamics and high-net-worth client expectations. Strong analytical skills are essential.
Benefits: We offer a dynamic work environment, opportunities for professional growth, and a competitive compensation package.
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