Transaction Manager Resume Samples

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J Heller

Jackson

Heller

938 Letha Camp

New York

+1 (555) 197 5360

938 Letha Camp

New York

Phone

p +1 (555) 197 5360

Experience Experience

Dallas, TX

Transaction Manager

Dallas, TX

Hilpert Inc

Dallas, TX

Transaction Manager

Logging all activity to monitor performance, measure outcomes and provide regular feedback to the General Manager
Work closely with internal parties such as Lease Administration, Project Management, Facility Management, and Finance/Accounting teams
Work closely with Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines
To ensure that all sales executives have a current PDR to maximise performance and to support individuals development
Assisting management in planning, forecasting trends, and revising plans for the dealership on an ongoing basis
Track and monitor the day-to-day transaction work and workload of team members
Improve client transaction management processes

Houston, TX

Junior Transaction Manager

Houston, TX

Goodwin Group

Houston, TX

Junior Transaction Manager

Help manage the deal process from application to closing stage through securitization for CMBS loans
Help to manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, consultants, and third party vendors
Daily interaction with deal team members, helping to maintain existing relationships with mortgage bankers, commercial banks, real estate brokers, developers, investors, and other sources of third party commercial mortgage loan business
Manage third party due diligence process, including hiring and review of appraisal, environmental, and engineering reports
Participate in periodic site inspections
Participate in the closing of transactions that includes coordination of the closing with lender’s and borrower’s counsel, and in-house closing coordinator
Prepare high-quality presentations of all types for senior management

present

Philadelphia, PA

Senior Transaction Manager

Philadelphia, PA

Gleichner, Labadie and Macejkovic

present

Philadelphia, PA

Senior Transaction Manager

present

Recruit, develop and manage outside real estate brokers and developers as an integral part of identifying sites to help accomplish store opening goals
A broad and extensive network of contacts – investors, brokers, partners, service providers, owner occupiers etc
Monitor and review the workload of team and/or managers
Manage or execute special projects, as assigned
Working with the wider real estate team to present to existing and potential new clients to support the development of the Aviva Investors Real Estate business
Prior success in development and execution of market development plans
Excellent working conditions:good work-life balance, salary indication above market level

Education Education

Bachelor’s Degree in Business

Loyola Marymount University

Bachelor’s Degree in Business

Skills Skills

Strong knowledge of mortgage loan collateral documents
Exceptional organizational and communications skills and ability to handle multiple assignments and deadlines simultaneously
A proven record of delivering innovative solutions, solving problems and promoting continuous improvement
Strong presentation and influencing skills, and the confidence to build meaningful relationships with customers and colleagues at all levels
An understanding of SWIFT – MT and MX
Strong competency in Transaction Management
Strong ability to multi-task and manage several projects concurrently
Above average real estate financial analysis skills and familiarity with accounting concepts
Computer: Highly proficient with MS Office Suite, including ability to perform Internet based research
Managing multiple resources

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15 Transaction Manager resume templates

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CIB SPG Transaction Manager VP Resume Examples & Samples

Manage transaction timelines with internal and external parties to ensure timely purchase, sale and securitization of residential whole loans
Interact with originators and servicers to expedite transaction requirements including; Due Diligence, Data deliverables, Servicing Transfers, Collateral certifications, Funding Yield Maintenance, and Contracts
Coordinate with the Due Diligence manager to expedite condition clearing and summarize statuses with appropriate stakeholders
Coordinate with Sales, Trading, Credit and Contract Finance to assist in pitching and on-boarding new Conduit Partners
Communications: High level of internal and external diplomacy taking into account the perspectives of various Stakeholders
Organizational Skills: Ability to plan, track and coordinate multiple business processes for complex transactions
Credit: Ability to evaluate and provide feedback on Residential Underwriting
Contract Finance: Ability to evaluate, summarize and communicate various aspects of transaction related contract terms
Due Diligence: Ability to evaluate, summarize and communicate various aspects of loan level due diligence results
Industry Knowledge: Intimate knowledge of the residential whole loan and securitization markets including; purchase and sale negotiations, due diligence, servicing transfers and securitizations
Minimum Industry Experience: 8 years

M&A Transaction Manager Resume Examples & Samples

Managing M&A projects on a daily basis and serving as a primary point of contact for clients
Taking responsibility for managing all phases of the transaction cycle and deal execution
Leading the delivery of transaction documentation, including marketing materials and client proposals
Conducting and reviewing financial and valuation analysis
Taking an active role in the business development and origination of transactions
Building and developing strong client relationships in the market

Transaction Manager Resume Examples & Samples

Coordinate collateral delivery and review by document custodian
Coordinate clearing of deficient collateral conditions, working with seller, custodian and vendors as needed. Monitor seller contractual obligations under purchase and sale agreement and/or side letter. Provide periodic reports on status. Escalate any unresolved issues as needed
Communicate overall timeframe and status of assignment and allonge delivery to collateral, foreclosure, bankruptcy, and other departments as needed
Exceptional organizational and communications skills and ability to handle multiple assignments and deadlines simultaneously
Proficient in Excel and Word; familiarity with Access preferred
4 or more years of experience with mortgage loan documents, collateral, title, etc
BA/BS preferred, but may be waived depending on experience

Tailored Lending Transaction Manager Resume Examples & Samples

Underwriting securities backed loans that are either highly structured, collateralized by concentrated positions and/or involve large requested loan amounts
Product responsibility will also include unsecured loans which will be subject to a more rigorous underwriting effort
The Transaction Manager's involvement in loan structuring is a true beginning-to-end process and will include an assessment of the client's borrowing need, financial capacity and evaluation of collateral, when needed
The Transaction Manager will work with other members of the SBL team and the Banking Products Solutions Desk to execute on client loan requests when such requests require special loan documentation terms (Product Support), exception pricing (Product Management) and/or on-boarding from another firm (Product Support)
Manage loan structure negotiation through the coordinating the involvement of Legal, the Branch, Credit Risk Control, UBS Bank USA and, when needed, WMA senior management
Assist FA's in managing client collateral including potential release rates, portfolio reallocation, etc
Work closely with the Banking Solutions Desk providing education on the Tailored Lending Group, transaction requirements and acting as a liaison between the desk/FA team and other stakeholders and involved parties

Citifinancial Services Asset Sale Transaction Manager Resume Examples & Samples

Bachelors Degree required, Master’s Degree preferred in a quantitative discipline with 6-10 years of equivalent work experience in the financial services industry
Must have experience with Microsoft Office
Possess strong knowledge of consumer finance products, specifically non-conforming sub-prime real estate loans
Understand applicable US and local regulations, guidelines and practices

Collateral Transaction Manager Resume Examples & Samples

For all assigned loan acquisition transactions, work with seller and Acquisitions Transaction Manager to develop plan for delivery of collateral documents, including assignments and allonges. Provide written instructions to seller and prepare internal checklist and timeframe
Monitor assignment research and assignment recordation
For all assigned loan sale transactions, work with purchaser and Loan Sale area to develop plan for delivery of collateral to purchaser. Provide or make arrangements with vendor to provide needed assignments and allonges and to obtain any additional missing collateral documents. Deliver trailing documents to purchaser in accordance with Bayview contractual obligations. Provide periodic reports on status
Strong knowledge of mortgage loan collateral documents

Junior Transaction Manager Resume Examples & Samples

Help manage the deal process from application to closing stage through securitization for CMBS loans
Help to manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, consultants, and third party vendors
Daily interaction with deal team members, helping to maintain existing relationships with mortgage bankers, commercial banks, real estate brokers, developers, investors, and other sources of third party commercial mortgage loan business
Responsible for due diligence for and underwriting of loan transactions from $3MM to $100MM, as experience permits
Manage third party due diligence process, including hiring and review of appraisal, environmental, and engineering reports
Participate in periodic site inspections
Participate in the preparation of analytic credit memorandums for various loan committees, internal risk management, rating agencies and B-Piece buyers, and co-lenders, as applicable
Participate in the closing of transactions that includes coordination of the closing with lender’s and borrower’s counsel, and in-house closing coordinator
Interact closely with CMBS team as applicable and as experience permits
Prepare high-quality presentations of all types for senior management
Monitor closed loans and prepare periodic reports for senior management, as experience permits

Transaction Manager Resume Examples & Samples

Delivering effective pricing, sales and product strategies to grow our market share
Analysing existing data and competitor activities to identify pricing and proposition risks and opportunities
Planning and delivering our product enhancements, while developing business cases to support upcoming enhancements and processes
Developing training materials, and acting as an authoritative expert, providing advice and guidance to colleagues at all levels of the business
Building an intimate understanding of our customers, to support us in providing products and services that are right for them
Strong experience of global cash management, including an in-depth understanding of SEPA, and our customers’ core requirements internationally
A proven record of delivering innovative solutions, solving problems and promoting continuous improvement
Strong presentation and influencing skills, and the confidence to build meaningful relationships with customers and colleagues at all levels
An understanding of SWIFT – MT and MX
Preferably, the ability to speak a foreign language

Senior Transaction Manager Resume Examples & Samples

Manage the deal process from application to closing stage for balance sheet and CMBS loans
Manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, rating agencies and B-Piece buyers, consultants, and third party vendors
Daily interaction with deal team members, supporting existing relationships with mortgage bankers, commercial banks, real estate brokers, developers, investors, and other sources of third party commercial mortgage loan business
Responsible for due diligence for and underwriting of loan transactions from $5MM to $200MM
Required tasks include review of leases, financial and operating statements, third party reports, and real estate market information
Manage third party due diligence process, including hiring and review of appraisal, environmental and engineering reports
Conduct periodic site inspections
Prepare analytic credit memorandums for various loan committees, internal risk management, rating agencies and B-Piece buyers, and co-lenders
Administer closing of transaction that includes negotiating loan documents with borrowers and coordination of the closing with lender’s and borrower’s counsel, as well in-house closing coordinator
Interact closely with CMBS team as applicable
Monitor closed balance sheet loans and prepare periodic reports for senior management

Transaction Manager Resume Examples & Samples

Manage, coordinate, and successfully use all necessary client technologies and software relating to the real estate process
Coordinate efforts with client management teams/service lines throughout the designated region
Assure that client policies and quality standards are met in relation to transactional processes
Provide thought leadership, process improvements and industry best practices applicable for the client’s portfolio of properties
Interface with other service line experts providing services to the client
Extensive experience in Financial Analysis and significant capabilities and knowledge set of Microsoft Excel programs
Real estate salesperson/broker’s license
5-7 years of Commercial real estate transaction experience; corporate real estate experience preferable
Understanding of corporate organizational structure and the ability to adapt to clients culture
Strong proficiency with MS Office Suite,(Word, Excel, PowerPoint) and comfort with quickly learning new technologies and software
Understanding of resource allocation and implementation concepts
Strong relationship, leadership, management and interpersonal skills

Transaction Manager Resume Examples & Samples

BA/BS degree in Economics, Business Finance and/or Real Estate with a strong record of academic achievement
5+ years of Commercial Real Estate/brokerage experience
Real Estate Salesperson’s License is a plus
Spanish is a plus
Strong competency in Transaction Management
Strong ability to multi-task and manage several projects concurrently
Above average real estate financial analysis skills and familiarity with accounting concepts
Computer: Highly proficient with MS Office Suite, including ability to perform Internet based research
Managing multiple resources
Above average Presentation skills
Accomplished relationship management and interpersonal skills

Junior Transaction Manager Resume Examples & Samples

Organize, manage, deliver and report on real property transaction activities and related services
Respond to client deadlines
Prepare and present oral/written presentations and strategic plans
Quantify and report on occupancy cost savings and value add
Prepare accurate and informative project tracking reports, financial reports, and financial analyses
Oversee document management process. Develop with the client standard forms and procedures to assure consistency in process and quality assurance
Establish, maintain, and enhance the client relationship
Maintain visibility with senior leadership; lead the client business review processes and provide the resources necessary to assure client satisfaction
Bachelor’s degree, advanced degree desirable
Experience in Financial Analysis and significant capabilities and knowledge set of Microsoft Excel programs
Real estate salesperson/broker’s license preferred
2-5 years of Commercial real estate transaction experience; corporate real estate experience preferable
Strong oral and written communication/presentation skills required
Understanding of corporate organizational structure
Financial analysis experience and familiarity with more advanced financial concepts
Strong organizational skills and commitment to quality

Transaction Manager Resume Examples & Samples

Review of all transaction documentation in respect of new SPVs and amendments to/restructuring and termination of existing transactions
Preparation and presentation of internal pipeline approvals in respect of new transactions
Liaising closely with local and international law firms and clients as part of the transaction take on, review and closing process
Coordinating the signing and closing process as well as handover of post closing items/ongoing obligations to the client services and accounting teams
Monitoring the potential impact of transactions from a risk viewpoint and liaising with internal compliance, risk, legal and other appropriate control functions in this regard
Ensuring compliance with all internal policies and procedures and external regulatory requirements
Responding in an accurate, timely and concise manner to all forms of client correspondence
Ongoing review and updating of internal policies and procedures to ensure risk within CS is mitigated
Ideally a qualified lawyer with structured finance transaction document review experience
Thorough legal knowledge with a specialisation in financial services
Knowledge of the set-up and administration of corporate structures and other structured investment products
Min. 3 years of relevant experience
Excellent communication skills, services oriented, positive minded and pro-active attitude
Ability to demonstrate a sense of responsibility and to work both independently and as part of a team
Analytical view and understanding of complex structures

Grandbridge Transaction Manager Resume Examples & Samples

Responsible for loan underwriting, analysis, presentation and submission process
Coordinate the delivery of financing submissions and tracking capital source quotes
Establish and maintain strong personal relationships with internal product managers or their designee with a focus on production for Fannie Mae, Federal Housing Administration (FHA), Freddie Mac and BB&T Real Estate Funding (BBTREF), as well as other Integrated Relationship Management (IRM) partners
Ensure compliance with closing schedules and document submissions
Ensure that Grandbridge has earned a placement fee when the commitment is bi-laterally signed or when the loan closes
Attend real estate industry trade functions representing Grandbridge
Assist in managing the timely receipt and delivery of all third-party studies and documents
Analyze income producing real estate assets and be able to identify comprehensive financial solutions for internal and external clients
Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
Five years of experience in a commercial real estate mortgage loan production office or equivalent
Loan analysis experience
In depth knowledge of the income producing property real estate
Excellent organizational skills and drive to succeed
Ability to organize, direct and motivate others
Proven self-starter
Sales and/or marketing training
History of working in a high volume loan production office

Transaction Manager Resume Examples & Samples

Seeing transactions through to closure
Assuming an active role on new product development and providing advice as needed on complex corporate actions
Being responsible for the beginning-to-end coverage of transactions, structuring and managing the transactions
Understand beginning-to-end transactions comprehensively, including the commercial and operational aspects
Providing day-to-day client support
Supporting bids for new mandates and participating in pitches

International Transaction Manager Resume Examples & Samples

Masters, MBA or other advanced degree preferred
8 + years of relevant work experience with at least 5 years as a Transaction Advisor
Must have a valid real estate Sales Associate license (Brokerage license is preferred
Progress towards professional designations preferred (MCR, CCIM, SIOR)
LEED certification desired
Demonstrated experience in managing complex projects to successful outcomes
Creates strong client trust and confidence
Knowledge of real estate leases and accounting are imperative
Excellent interpersonal, negotiations and leasing skills communication, and accounting
Proven ability to manage a team and coach and develop direct reports to reach full potential

Senior Transaction Manager Resume Examples & Samples

Bachelor’s or Master’s degree, MBA (preferred)
Preferred: 10+ years of relevant work experience with at least 5 years as a Retail Transaction Manager
Demonstrated experience in managing complex retail transactions and related projects to successful outcomes is paramount
Knowledge of New York City commercial real estate market and experience executing complex retail transactions in Manhattan
Strong client trust and confidence and the ability to think strategically and act proactively
Advanced computer skills (MS Office)
Proven ability to manage a team consisting of dedicated and variable level resources
Ability to manage, coach and develop direct reports to reach full potential

VP, Transaction Manager Resume Examples & Samples

Managing client relationships, including communications and meeting management
Lead significant client engagements
Advise on all aspects of large-scale public sector projects, including feasibility, development, construction, finance and legal document review, and programs, including process improvement and strategy assignments
Business development, including development of new relationships and identification of new opportunities in federal agency real estate consulting
Market and sell team’s real estate services
Review and analyze legal documents, federal leasing documents, as part of the due diligence process, negotiations, and/or ongoing portfolio management
Develop pro forma financial models based on analysis of economic, demographic and real estate market data
Prepare client deliverables, including reports and presentations
Bachelor's degree in finance, real estate or related field; MBA/MPA preferred
At least six years of experience with commercial real estate; preferably involving federal government agencies and lease transaction negotiations
Significant client, project and team management experience
Experience preparing responses to federal Requests for Proposals/Qualifications
Established relationships in the commercial real estate industry and the federal government preferred
Experience creating and evaluating development solicitations
Leadership experience on real estate transaction management assignments
Strong financial/analytical skills related to real estate
Real Estate Salesperson / Broker license
Lease administration experience
Experience with project management for office build-out

CIB Global Securitized Products Rmbs Transaction Manager VP Resume Examples & Samples

Understand the whole loan purchase and sale process to facilitate and coordinate various aspects of the process
Responsible for tracking pipeline of loan pools purchased/sold and requisite paperwork, follow-up with sellers and servicers within specified timeframes
Coordinate and chair calls with internal/external counterparts to facilitate timely receipt of data and documents between JPM and counterparties, answer questions and escalate issues
Ensure accurate loan tracking data – vet delinquency reporting, have the ability to synthesize data and determine reporting/timing errors vs. true delinquencies and follow up on resolution where necessary
Ability to manage, coordinate and act as liaise on multiple transactions simultaneously
Ability to identify and mitigate business risks
Provide day to day status updates to the broader team (middle office, trading desk, management)
Oversee MERS transfers and mortgage related transaction documentation
Reading, understanding and evaluating comments to operative documents
At least 5 years whole loan experience
Strong knowledge of mortgage loan space and jargon
Execution focused – organized, action oriented
Ability to prioritize, be flexible and work under pressure
Excellent interpersonal and written communication skills
Proactive - take initiative
Strong partnership skills
Technical knowledge (Excel, Word)
This position can be based out of New York City, Miami (Florida), or Dallas (Texas)

Transaction Manager Resume Examples & Samples

Understanding beginning-to-end transactions comprehensively, including the commercial and operational aspects
A Legal qualification (preferably United States) with international capital markets experience, preferably with a major law firm and/or in-house transactional experience at a top-tier Bank
A good background in overall equity or debt capital markets
A track record in working on teams closing mandates in a similar or related business area
The ability to turn documents and other work around in a timely manner satisfactory for time zones around the world
A proven attention to detail
Strong written and verbal communication skills, with a particular strength in negotiation
Knowledge of finance and accounting
Self-motivated and highly driven with a strong desire to learn and succeed
Commercially-minded
Confident and able to build rapport and maintain strong relationships with senior-level client, law firm and underwriter contacts clients and internal stakeholders
Able to manage and prioritise your workload
A strong team player who shares information freely and assists others as required
Pro-active with the ability to use your own initiative, particularly during challenging negotiations or when assisting with new product development
Able to travel, as necessary

Transaction Manager Resume Examples & Samples

To coordinate smaller projects as applicable
To deliver tactical aspects of specified projects
To report to the client and account manager
To ensure process compliance and quality standards are maintained
Client and Relationship Interface - Assist in the preparation for and attendance at client meetings - shadowing others to gain a rounded appreciation of specific roles. Communicates clearly and delivers to agreed contract terms. Maintain daily/weekly contact as required, providing regular progress reports on current transactions. Develop strong relationships with counterparts at clients. Network with this peer group
Reporting/ WIP Calls – Update data weekly. Updates data and delivers WIP reports weekly. Maintains account metrics in Fusion in line with client and business reporting schedules
Managing Projects - Coordinates all projects and where applicable in associate with the Account Lead or Account Manager. Delivers RFS and monitors the performance of brokers/other associate roles. Oversees analytical processes, breaking down into manageable chunks. Experiments with techniques and articulates solutions
Innovation/ Thought Leadership - Seeks to apply knowledge and experience to new tasks and client situations. Generates and implements improvements specific to the account
Invoices and Admin systems - Enters data and raises bills as applicable to specific projects and in accordance with monthly timetable. Inputs data regularly to agreed timescales and manages the information as the project progresses
Account Performance (C&L) - Records time accurately every Friday. Tracks own time to keep within agreed allocation and flags to Account Lead or Manager when time is likely to exceed expected level. Records own time accurately every Friday. Responsible for tracking fee revenue on specific projects. Seeks to protect the firm from financial loss whilst continuing to meet the clients need
Selling more services (existing accounts) - Asks questions related to or edging beyond level of learning. Is inquisitive and uses open questions to investigate issues. Generates transactions & identifies new opportunities for transactional activity. Presents plans to Account Lead or Manager
Increasing revenue (existing and new accounts) - Compiles client and sector research, news, etc and circulates to all on a monthly basis. Includes suggested opportunities for increasing revenues and cross selling initiatives. Delivers to the account plan and within agreed resource levels
Business Development (new accounts) - Assists with data and research exercises as required. Links in with sector group to recognise opportunities and support pitch requirements
Intermediate to Advanced use of Microsoft Office specifically Word, Excel, PowerPoint and Outlook
Self-motivated with proven experience of working on own initiative and prioritising conflicting activities
Organised and able to influence others to meet deadlines
Ability to handle multiple priorities and tasks in a fast-paced environment
Account management experience is preferred
Presentation and marketing skills
Commercial awareness skills
Report writing skills
Excellent command of written/verbal English

Transaction Manager Resume Examples & Samples

Real estate strategy and transaction experience
Excellent report writing and IT skills
Proactive and driven to achieve team goals
Proven track record of high level strategic skills with a good understanding of financial analysis
Program/Project Management skills
Ability to formulate, implement, drive and achieve business plans and targets
Ability to work in a matrix organization and demonstrate team leadership skills
Strategic thinking with analytical approach
High level of personal credibility, customer relationship, networking and interpersonal skills

Transaction Manager Resume Examples & Samples

Manage and negotiate advanced transactions including market optimization activities, site identification and selection, LOI and lease terms, and renewals
Develop new and grow existing relationships with client(s), vendors, landlords, and other retail users
Coordinate with account leadership to ensure tracking and reporting of client(s) deliverables
Manage, review, and approve a large volume of all types of transactions
Provide suggestions and best practices for process and technical improvements relating to the transaction process
Identify potential issues and take action accordingly
Work closely with internal parties such as Lease Administration, Project Management, Facility Management, and Finance/Accounting teams
Provide high level of customer service to client(s) and vendors

Senior Transaction Manager Resume Examples & Samples

Provide oversight and management of the delivery of real estate services to client(s) with focus on effective management of real estate functions, contracts and negotiations and all transaction services required
Review and/or approve major or high profile transactions
Compile and provide accurate tracking and reporting of client(s) deliverables
Monitor and review the workload of team and/or managers
Understand client(s) strategic real estate goals and implement corresponding real estate plans
Provide leadership and guidance through the on-boarding support of new team members
Create and maintain trust and strong relationships with internal and external parties
Provide regular feedback to leadership regarding issues, challenges, and areas for additional focus
Manage day-to-day client interactions and expectations
Collaborate with Client’s Research team in executing on integrated market penetration plan, which serves as a guide to increasing store counts and market share
Recruit, develop and manage outside real estate brokers and developers as an integral part of identifying sites to help accomplish store opening goals
Participate in team and client objectives to ensure targets and goals are achieved
Demonstrate initiative through taking on additional projects and responsibilities
Assist with preparation of transaction documents( e.g. case studies) needed for new business pursuits

Senior Transaction Manager Resume Examples & Samples

BA degree required; advanced degree strongly preferred
10 years of Commercial Real Estate experience
7-10 years of experience sufficient with prior financial service firm experience
Strong competency in Transaction Management with solid / proven negotiation skills for both acquisitions and dispositions of office space
An “Out of the Box” strategic thinker who has a high level of competency in both strategic planning and Commercial Real Estate Market Analysis
Excellent real estate financial analysis skills, familiarity with accounting concepts, and ability to run complex multiple scenario financial analysis
Highly proficient with MS Office Suite (specifically Excel and PowerPoint) including the ability to perform Internet based research
Managing multiple priorities/resources
Strong presentation skills; ability to communicate to Executive Level audience
Excellent organizational abilities required
Experience running meetings in a professional and efficient manner
Able to lead all aspects of transaction management and ensure overall service delivery ("cradle to grave")
Assist with portfolio optimization and implementation of work place strategies
Coordinate service and/or resources delivered to the client and client departmental leads
Manage the flow of key documentation and client communications
Responsible for working with clients' operation groups at all levels and identifying real estate needs and introduces appropriate C&W resources
Responsible for budgeting, revenue and profit tracking of all transactions
Design reporting products to meet the clients’ unique requirements and ensure accuracy
Lead and/or facilitate client meetings

Transaction Manager Resume Examples & Samples

Manage and execute lease transactions while fostering client relationships
Understand deal measurement criteria to meet client’s goals
Prepare commission invoices, track and collect payments
Support team initiatives and analysis as requested
Demonstrated ability to create strong client trust and confidence
Ability to multitask and work on numerous transactions and projects simultaneously
Three or more years of experience in direct real estate deal execution is a must
Direct retail transactions management expertise: renewal, new store leasing, new store land acquisition (ground lease or purchase) subleasing, vacant store sale / disposition, ad hoc deal negotiation (easements, signage, CAM expenses)

Senior Transaction Manager Resume Examples & Samples

Develop and manage collaborative relationships with internal partners, providing information relative to market conditions, anticipated costs, transaction viability and expected timelines
Apply critical thinking to identify and deliver real estate solutions that meet the requirements of the business units and align with enterprise goals
Manage positive impacts to financial performance by translating business strategy into relevant real estate solutions
Responsible for management of assigned transactions, including managing brokers, coordinating financial analysis, partnering with legal resources, and guiding documents through the approval process
Other Duties/Projects as assigned by business management

Transaction Manager Resume Examples & Samples

Focusing on fund platform documentation, including umbrella fund documents, sub funds, trading advisory agreements, administration agreements and letters of intent
Working closely with working groups, involving internal stakeholders such as the Credit Department, Risk Department, Legal Department, Structuring and Trading
Driving negotiations with clients and drafting complex documentation, for a range of hedge fund and institutional clients
Coordinating documentation aspects of Global Investment Solutions involvement, in transactions where it has partnered with other businesses within Deutsche Bank
Assisting the Front Office in the resolution of l risk issues, with appropriate infrastructure functions
Representing the Front Office in the management of ad-hoc projects
Representing the Front Office in regulatory change initiatives
A legal qualification or the equivalent
Significant post qualification experience, working in a firm with a strong funds practice
Able to monitor the budget used by external counsel, and track time spent by reference to each client and/or project to evidence cost savings
Experience of working in-house in the financial sector or in a top-tier law firm
Experience of advising on and drafting documents, for complex transactional matters generally including a strong understanding of core Fund Documentation, and an understanding of the Alternative Investment Fund Managers Directive (AIFMD) and Undertaking for Collective Investment in Transferable Securities (UCITS) legislation
Experience of dealing directly with Hedge Fund Managers, leading documentation negotiation discussions
A diligent, collegiate and inclusive team-player focused on providing timely and creative solutions to commercial issues
Superlative drafting, negotiating and communication skills in order to effectively interact with all stakeholders

Central Transaction Manager Resume Examples & Samples

With guidance from the Central Transaction Lead and GBU BD Business Partner, contribute to and support business development transactions across all therapeutic areas , platform technologies, stage of development
2+ years of work experience in the biotech/pharma industry
Demonstrated track record of working cross-functionally with scientific, finance, and/or commercial team members
Knowledge of the pharmaceutical / biotech / medical device industry(ies), especially product development and/or commercialization
Excellent written and verbal communication skills, including strong presentation skills
Interest in pursuing a career in business development
Ability to travel domestically and internationally 20-30%

Transaction Manager Resume Examples & Samples

Respond to internal deadlines
Manage, coordinate, and successfully use all necessary technologies and software relating to the real estate process
Coordinate efforts with internal management teams/service lines throughout the designated region
Assure that internal policies and quality standards are met in relation to transactional processes
Provide thought leadership, process improvements and industry best practices applicable for the Cushman & Wakefield’s portfolio of properties
Oversee document management process. Develop standard forms and procedures to assure consistency in process and quality assurance
Establish, maintain, and enhance the internal client relationships
Maintain visibility with senior leadership; lead the business review processes and provide the resources necessary to assure successful project implementation
Interface with other service line experts providing internal real estate portfolio services
Proactively engage markets and initiate projects through portfolio planning, defining project team, project objectives and responsibilities at the outset
Assist in lease negotiations with broker and to provide portfolio wide oversight and expertise, ensuring accuracy of all broker deliverables
Undertake / oversee financial analysis for transactions and educate markets on C&W’s business drivers
Responsible for ensuring projects are managed to budget through coordination with other CRE team members and local project teams
Help develop templates, tools and processes for managing transactions and tracking performance and ensure field compliance
Ensure all regional reporting is current, and auditable in FUSION / Sharepoint

Senior Transaction Manager Resume Examples & Samples

Proven real estate investment underwriting experience, including analysing, understanding and highlighting appropriate pre-bid commercial, technical, physical and legal matters,
Preparing investment committee memoranda and detailed financial modelling and scenario analysis,
Transaction management, including negotiating and structuring of transactions,
Negotiation and arrangement of debt financing
Assisting the development management team in establishing an appropriate business plan for each asset
Investment sourcing, and initial assessment, of both on and off market opportunities
Residential development experience is not a prerequisite, the wider real estate industry in an Irish or international context would be beneficial

Transaction Manager, VP Resume Examples & Samples

Manage transaction booking and payment processing including maintenance of associated policies and procedures. Serve as a liaison for Middle and Back Office
Proactively review and monitor regulatory environment to identify potential impact to CPMOA business and develop/recommend solution(s) to address the gaps
Coordinate and manage processes, policy and procedure development related to the active portfolio management process, compliance process and handling of Material Non Public Information (MNPI), and transaction processing, reconciliation and reporting
Respond to any queries/surveys/exams pertaining to regulatory compliance and/or US financial market infrastructure from Compliance, Legal and Head Office. Support development of communication materials/deliverables for internal/external stakeholders
Coordinate Control Self-Assessment Process (CSA), Compliance Risk Assessment Processes, SOX assessment, Business Continuity processes and other control processes for CPMOA
The successful candidate will be required to coordinate and manage day to day operational processes along with associated policies and procedures
The incumbent would also support CPMOA's regulatory compliance efforts by proactively monitoring the regulatory environment and developing/implementing/operationalizing appropriate solutions
The incumbent would support CPMOA’s processes associated with Compliance, SOX, Business Continuity and Risk Assessments
6-10 years’ experience in market credit products includes compliance, risk management, derivatives trade processing
Strong knowledge of financial market infrastructure related to Swaps
Solid understanding of regulatory environment related to credit swaps
Understanding of Relationship Banking and related products
Process documentation and management

Transaction Manager Resume Examples & Samples

Working with brokers in lease negotiations
Review Real Estate market information and structuring lease terms to meet company needs
Review RFPs, LOIs, lease proposals and financial analysis
Working with Facilities and Project Managers to gather capital and timeline requirements
Ability to manage 50-60 lease transactions per year including renewals, new leases, expansions, contractions, and dispositions of vacant offices
Occasional travel

Transaction Manager Resume Examples & Samples

Client Relationship Management – Responsible for acting as a direct contact between Colliers and clients, supporting senior account leadership in the delivery of services, reporting on activity and preparing client deliverables
Transaction Management – Support the coordination and management of real estate transaction activity, working closely with local real estate brokers to ensure standards and quality control is in place, activity reporting is occurring consistently and in the correct formats
Minimum of 3-5 years related commercial real estate lease transaction experience and bachelor’s degree in business or related field
Real estate broker license – GA
Experience with industrial real estate transactions preferred
Experience with national transactions preferred
Displays service excellence in dealing with internal and external clients and partners
Independent, self-starter and team player. Excellent organizational and prioritization skills. Results driven, goal orientated
Ability to troubleshoot problems that are complex which may involve a variety of stakeholders
Understand the interdependencies of a large and publically traded organization
Capable of dealing with sensitive information and maintain trust in in relationships and transactions
Able to work under pressure, deal with multiple deadlines, effectively handle stressful situations and work with minimal direction/supervision
Advanced Excel, Word and PowerPoint skills
Knowledge of SharePoint, or other document sharing facilities
Superior written and oral communication skills mandatory
Attention to detail and ability to understand and work finitely with numbers

Transaction Manager Resume Examples & Samples

Manage all phases of lease renewal, acquisition, disposition and relocation transactions
Prepare, deliver, and manage critical date reports for Client portfolio
Provide strategic guidance and recommendations to Client
Negotiate best-possible economic and legal terms for lease and sale contracts
Prepare financial analysis of proposals and summarize final deal terms for Client approval
Prepare lease language, and facility management checklists, and obtain deal-related documents from landlords
Coordinate efforts with Client, C&W account team, and other service providers (LA, PM, FM, Operations)
Build relationships with landlords, developers and local CRE community to strengthen medical portfolio Transaction delivery
Manage, monitor, and direct field brokers to ensure appropriate outcomes and deliverables
Manage, coordinate, and successfully use all necessary Client technologies and software relating to the real estate process
Assure that Client policies and quality standards are met in relation to transactional processes
Quantify and report relevant KPI and Scorecard metrics
Prepare and present accurate and informative project tracking reports on ongoing basis
Establish, maintain, and enhance the Client relationship

Transaction Manager Resume Examples & Samples

Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate products, including land, office, retail and industrial
If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution
Drafts and creates a large variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value
Negotiates lease renewals within prescribed timeline
Disposes of surplus properties within prescribed timeline
Monitors and maintains a real estate project tracking system to ensure timely transaction completion
Prepares reports and makes presentations to relevant parties. Adheres to all state real estate agency requirements
Ensures compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest. Resolves landlord and tenant disputes. Other duties may be assigned
Bachelor's degree (BA/BS) from four-year college or university and a minimum of (2) two to (4) four years of relevant data center salesor other relevant experience
Real Estate Salesperson license or willingness to obtain
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information
Requires advanced knowledge of financial terms and principles. Conducts advanced financial analysis
Ability to calculate intermediate figures such as percentages, discounts, and/or commissions
Advanced computer software application (Microsoft Excel, Word, PowerPoint, Outlook, etc.) and Internet navigational skills. Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously

Senior Transaction Manager Resume Examples & Samples

Implements real estate plans with an understanding of the client's strategic real estate goals. Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones
Understands how to review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions
Works closely with CBRE and/or client's Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines
Monitors and maintains a real estate project tracking system to ensure timely transaction completion. Prepares reports and makes presentations to relevant parties
Adheres to all state real estate agency requirements. Ensures compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest
Resolves landlord and tenant disputes

Senior Transaction Manager Resume Examples & Samples

Collaborating with the Fund Management, Asset Management and Fund Analysis teams to undertake financial modelling and fund analysis to optimize fund construction and strategy
Taking accountability for financial modelling and analysis of all acquisitions and disposals
Taking accountability and responsibility for leading the end to end transaction process for both sales and acquisitions
Ensuring that internal documentation is prepared to a high standard to properly undertake the due diligence process
Creating and enhancing external relationships with key stakeholders - investment agents, real estate investors, Fund Valuers, lawyers, construction professionals, managing agents, etc
Ensuring clear communication of Aviva Investors mandates’ investment requirements to the wider real estate market
Enhancing AI profile and standing in the wider real estate market
Working with the wider real estate team to effectively translate high level strategic views into portfolio composition
Dissemination of market intelligence to the wider real estate business
Working with the wider real estate team to present to existing and potential new clients to support the development of the Aviva Investors Real Estate business
Awareness of fund strategy and investment processes in a rapidly changing environment
Detailed understanding of fund structures and accounting issues along with the regulatory framework relating to UK Direct Real Estate Funds
Awareness of the key tax issues relating to fund structure, investors, counterparties, etc
Extensive experience and knowledge of the investment acquisition and disposal process
A broad and extensive network of contacts – investors, brokers, partners, service providers, owner occupiers etc
A great collaborator with excellent team skills
Strong appraisal and analytical skills
Good presentation and communication skills – able to explain complex financial details to senior colleagues, business contacts, clients and customers in a straightforward way
Working knowledge of Yardi or similar database would be an advantage

Transaction Manager Resume Examples & Samples

Excellent relationship and interpersonal skills are vital for this role. You must be able to adapt to each customer and ensure the finance package is tailored to their individual requirements
Be highly organised
The ability work well on your own and within the Sales Team
High motivation levels, with excellent communication and administrative skills and able to work well under pressure
A full driving licence and be able to work weekends
To unleash the potential of the sales team by setting stretching objectives and providing regular feedback on performance against these objectives
To ensure that all sales executives have a current PDR to maximise performance and to support individuals development
To resource the sales team appropriately on a day to day and longer term basis, with a quality that is consistent with the Inchcape Way
Maintain good relationships with our Brand partners
Ensure that compliance is enforced and that it meets all the obligations relating to the customer experience and to the manufacturers standards within the Sales arena
Full understanding of manufacturer targets ensuring the team are maximising every opportunity
Encourage the sales team to review processes to ensure they are working in the most efficient way
Be receptive to new ways of doing things and actively encourage the sales team to try out new ideas
Inspire the sales team to deliver an Incredible Customer Experience for every customer that the sales team comes into contact with
Manage the day to day sales activities such as deal files, handovers, sales funnel to maximise sales revenue

Junior Transaction Manager Resume Examples & Samples

To calculatesanity checks and Raroc for new transactions and perform an analysis ofmultiple scenarios which will serve as the basis for the pricing of thetransaction and will be included in the greenlight proposals
To elaborate afirst draft (under the supervision of a Senior Transaction Manager) of thecredit proposal mainly for group reviews / annual reviews of less complex(credit wise) customers or transactions or customers representing a smallershare of income. Responsible for uploading the credit packages into the system(Vantage)
To monitor andcontrol contract covenants for assigned client portfolio with the objective ofidentifying potential covenants worsening and anticipation of potentialcovenant breaches
To preparecredit ratings for all type of customers including a detailed justification ofthe qualitative factors supporting such rating, for its sign-off by therelevant approval authority
Is responsibleto gather the information and input data as well as elaboration of financialanalyses required by the Senior Transaction Managers to complete their own creditproposal

International Transaction Manager Resume Examples & Samples

Bachelor’s degree in Business, Finance, or Real Estate
Knowledge of and experience with international leasing protocols
Superior negotiation and leasing and interpersonal skills
Ability to work independently and within a team to build relationships and interact effectively with business partners and clients
Willingness to take on new challenges, responsibilities, and assignments

Transaction Manager BMW Crewe Resume Examples & Samples

Understand all aspects of financial and insurance product regulations to ensure accurate information is given when negotiating a vehicle sale
Naturally building rapport with customers quickly and easily and to be able to treat customers fairly
Monitoring finance and insurance performance against expectation, whilst maintaining a compliant sales process
Assisting management in planning, forecasting trends, and revising plans for the dealership on an ongoing basis
Qualifying customer’s demands and needs to ensure every eligible product is transparently presented to every customer
To acquire a high level of product knowledge to competently answer all customer queries
Logging all activity to monitor and measure outcomes and provide regular feedback to the Management teams

Transaction Manager Resume Examples & Samples

Full Coordination of Services from inception of Purchase Contract
Consistent Communication with all parties to the transaction (buyer/seller agents, escrow, vendors)
Create and maintain transaction in HomeBase
Review PC, Counter Offers, Addendums, and contract related documents for completeness
Communicate with staff all necessary information including status of transaction and any changes through to recordation
Create PC Contingency Deadlines worksheet and monitor through the course of the transaction
Order CBP Home Protection Plan (AHS) Coverage
Schedule Home Inspection (if applicable)
Schedule Termite Inspection (if applicable)
Open escrow and coordinate escrow packet/check pick up
Order Condo Docs if applicable (need to verify if possible due to up front costs)
Send Seller completed disclosures and other related documents/reports (if applicable) to the buyer’s agent/side of the transaction
If representing buyer- obtain all required disclosures, and other reports per contract from listing side, and provide to buyers agent for buyer to review/complete
Review all transaction documents for completeness; obtain missing/incomplete documents
Ensure all parties have all items needed throughout the transaction
Communicate with all parties as to status of transaction documents as closing approaches and ensuring both parties sign necessary paperwork to close
Upload all transaction documents to HomeBase and close the transaction
Ensure a complete and compliant file at recordation
2-3 years handling escrow files in a Real Estate office
Requires immediate technical and computer skills
Ability to operate independently and exercise initiative using solid judgment and decision-making skills
Proficiency in the use of Microsoft Office Suite, HomeBase, NRT Gateway, HomeBase InTouch and outlook and have the ability to use internet based software
Excellent communication and interpersonal skills, ability to build strong professional relationships
Strong ability to multitask and effectively perform in a fast paced environment
Ability to deal with problems involving several variables
Diplomacy, Confidentiality and Flexibility
Ability to work under pressure within deadlines
Ability to prioritize and manage shifting responsibilities
37017

Transaction Manager Resume Examples & Samples

Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate products, including land, office, and industrial
Coordinates field broker selection and other required resources and subject matter experts,. If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution
Drafts and creates a variety of analyses and relevant documents, including but not limited to: project initiation, market comparable reports, Requests for Proposals (RFPs), proposal comparison packages, letters of intent, and broker's opinions of value
Understands how to review, analyze, and interpret financial analysis templates including cash flow projections and NPV (net present value), financial analyses to enable clients to make more informed decisions
Ensures compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest

Transaction Manager Resume Examples & Samples

Prepares reports and makes presentations to relevant parties
Adheres to all state real estate agency requirements
Resolves landlord and tenant disputes. Other duties may be assigned

Transaction Manager Resume Examples & Samples

Candidate should exhibit leadership and integrity at all times
Candidate will be responsible for the oversight of escrow management and real estate closings on selected transactions including, but not limited to
Bachelor's degree in business or related field, MBA or JD preferred
5+ years of commercial real estate transaction experience; corporate real estate experience preferable
Real Estate Salesperson license

Transaction Manager Resume Examples & Samples

Daily account reconciliation
Review and negotiation of documentation
Closing new transactions in an effective and efficient manner
Ensuring all KYC and Internal TMF Compliance policies are strictly adhered to
Query management
Interactions with Lenders, Borrowers, Lawyers and other deal related parties
Disbursement management
Interpret transaction documents
Competent in all MS Office packages (Word, PowerPoint, Excel, Outlook)
Ability to use Misys LoanIQ platform or similar
Exceptional client service skills

Transaction Manager Resume Examples & Samples

Bachelor’s Degree in Business Finance, Economics, or related field preferred
0-2 years of relevant experience, 2+ years preferred
Financial, Analytical and Reporting Skills
Presentation skills preferred
Organization skills
Basic understanding of real estate terminology preferred

Transaction Manager Resume Examples & Samples

Responsible for building and presenting deals to the customer following qualification from the Sales Team
Understanding all aspects of financial and insurance product regulations to ensure accurate information is given when negotiating a sale
Naturally building rapport with customers quickly and easily and able to treat customers fairly
Monitoring finance performance against budget; identifying and addressing shortfalls
Working with management to coach and develop the skills of the team to achieve business objectives
Qualifying customer’s demands and needs so the customer can choose the most appropriate product (s) for them
Logging all activity to monitor performance, measure outcomes and provide regular feedback to the General Manager

Transaction Manager Resume Examples & Samples

Manage Client Relationships
Assume key transaction responsibilities for strategic clients
Provide advice on client transactions
Attend regular client meetings and conference calls
Improve client transaction management processes
Work directly with clients and team members to resolve financial model, transaction and landlord issues
Manage building tours with the client
Manage transaction reporting to the clients Financial Analysis, Research, & Transaction Support
Lead and manage small transactions
Hire and manage co-brokers for selected lease transactions, as required
Review lease documents and write lease summaries and abstracts, and review other materials as part of the due diligence process
Prepare and/or review detailed financial analysis, including NPV cash flows Perform and/or review complex financial analyses
Manage Analyst responsibilities throughout the transaction process
Gather and evaluate real estate market and property data
Research companies, landlords, and potential subtenants Lead the preparation of annual reports and other presentations
Conduct market calls, preview space opportunities, develop fact sheets and tour books, and gather photos and floor plans
Prepare commission invoices and track transactions in proprietary software programs
Creates transaction update report by gathering data from the field and then utilizing proprietary transaction tracking software
Works with IT to customize reports, dashboards and analytics specific to account team usage
5 - 8 years related real estate experience

Transaction Manager Resume Examples & Samples

Negotiate and review leases, contracts, license agreements and other standard real estate legal documents in accordance with CBRE and client practices and procedures
Facilitate and coordinate the closing of various acquisition, disposition and new development transactions
Identify and implement actions that provide financial savings for the client through portfolio optimization/consolidation strategies and industry-leading real estate practices
Closely interact with key client decision makers to address current and future clinical, administrative and acute/post-acute care real estate needs
Track and provide oversight of lease/contract critical dates, including the payment of rent and expenses, exercise of right first refusals and renewal options
Use industry-leading technology to visualize, interpret and create action plans for the client as it relates to the assigned portfolio of leases/properties
Bachelor's degree (BA/BS) from four-year college or university and a minimum of (3) three to (5) five years of lease administration, paralegal and or legal background in the real estate industry
Minimum of 3-5 years of professional experience involving real estate transactions, with healthcare real estate experience preferred
Real Estate Salesperson license required
High functionality with commonly used business software (e.g. MS Office suite, Tableau, etc.) and legal document portfolio database systems. Advanced computer software application (Microsoft Excel, Word, PowerPoint, Outlook, etc.) and Internet navigational skills. Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously

Transaction Manager Resume Examples & Samples

Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven process,priorities, commitments, and milestones
Maintain communication of all project details with both the client CRE department and the client business units, including participation in on-going project update meetings
Develop both long and short list market surveys
As directed by Account Manager, concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate products, including land, office, retail and industrial
Coordinate and work with additional service line alliance team members (i.e. lease administration, project management, etc.) to support client
Provide project activity reports on a regular basis
Develop project plans, budgets and schedules
Provide additional support to department as needed
Minimum 3 years’ experience in providing comprehensive and integrated corporate services or related transaction work
Technology proficiency – ProCalc, Microsoft Office, Lease Administration Software (ProLease, Harbor Flex, Virtual Premise)
Highest professional standards
Strong skills in the following areas: business management, human relations, financial analysis, budgeting, relationship building, time management, planning and organizing, written and verbal communications
Unwavering integrity and ethical conduct
The ability to work under pressure and numerous deadlines
The ability to perceive problems and react quickly to effect solutions
Demonstrated ability for creative thinking

Asset & Transaction Manager Resume Examples & Samples

A proven track record of comprehensive corporate real estate and property management work that achieved high customer satisfaction
Corporate Real Estate Portfolio Management experience
Deal, LOI, and contract negotiation
Real estate transaction management, including new leases, lease renewals, subleases, easements, license agreements, acquisitions, dispositions, and title agreements
Development of business case reports
Financial analysis ability in connection with real estate transactions
Basic understanding of site plans and construction documents
Manage, monitor, and direct field brokers to assure appropriate outcomes and deliverables
Customer Service Management or Client Relations Management
Organize, manage, deliver, and report on transaction activities and related services
Prepare accurate and informative project tracking reports and financial analyses
Oversee document management process
Knowledge of RE Management software and database tools
Glassdoor

Transaction Manager Resume Examples & Samples

Establish and implement a project management process to take new deals from contract through due diligence and closing
Track and execute according to contractual deadlines and milestones
Source bids, contract, and review 3rd party property due diligence reports
Oversee the analysis of detailed and ever-changing issues and scenarios to maximize potential investor returns while minimizing downside risk
Review and highlight important issues in transaction documents such as purchase and service contracts, leases, 3rd party reports, and loans
Coordinate with the transaction team – Analyst, Closing Coordinator, Property Management, Asset Management, and Accounting
Report to the SVP of Investments with clarity and proactive regularity on the status, milestones, deadlines, expenditures, and key issues for each transaction
Proven record of providing exceptional internal and external customer service
Ability to demonstrate initiative and reflect a sense of urgency by meeting or exceeding deadlines
The ability to think and work both independently and in a team environment
The ability to multi-task and prioritize projects
Attention to detail and self-motivation
Excellent written and verbal communication skills, problem solving abilities, organizational and analytical skills
Project management; certification a plus
Real estate legal analysis
Bachelor’s degree or paralegal certificate
Minimum 2 years of related work experience

Transaction Manager Resume Examples & Samples

Real estate sales associate license required
Strong knowledge of Microsoft Office including proficiency in Excel, PowerPoint, Outlook etc
High degree of professional customer service to both internal and external parties

Transaction Manager ARA Resume Examples & Samples

Working closely with brokers, participate in and strategize for formal presentations (RFP's) for various Private and Institutional (REIT, Pension Fund, etc.) clients
Working closely with brokers, manage entire marketing, negotiation, due diligence and closing process of multiple listings with major national and regional clients
Identify and approach prospective sellers/investors/purchasers of multifamily assets in target market
Identify multi-family assets (150 units and above, Development sites, etc.) for potential disposition using various forms of research
Conduct formal property tours with national clients on a regular basis
Organize transaction documents, assemble and track due diligence items on properties during the disposition process
Provide assistance and leadership support to investment analysts and marketing personnel
Respond to prospective purchasers' information requests (i.e., send updated financials, sales master, pipeline, detailed underwriting questions)
Conduct in-depth market research, cutting edge analysis and underwriting for a full range of multifamily assets types including existing apartment properties (over 150 units), land development, fractured condominiums, for some of the largest owners of multifamily properties in the U.S
Demonstrate understanding of operations, rent roll and operating statement analysis, DCF modeling and a range of finance (debt/equity) options
Assist in the research, drafting and proof reading of marketing proposals, investment offerings and presentations for national and regional clients
Assist in research, analysis, drafting and proof reading of various research assignments, market "white" papers, etc. Must demonstrate a broad and specific knowledge of macro and micro elements affecting multifamily industry locally and nationally
Update various informational spreadsheets and database files including sales and development pipeline data
Oversee analyst and marketing personnel's research, underwriting and analysis
Bachelor’s degree in business or real estate

Transaction Manager Resume Examples & Samples

Prepare and/or review detailed financial analysis, including NPV cash flows
Perform and/or review complex financial analyses
Research companies, landlords, and potential subtenants
Lead the preparation of annual reports and other presentations
Minimum 3 years or related Real Estate experience
Knowledge of Real Estate leases and Accounting procedures is imperative

Global Investors Transaction Manager Resume Examples & Samples

Utilize Argus and Excel to maintain current financial models based on frequently changing asset specific data
Provide active support of the Asset Management team/
Provide data which will include ad hoc analysis with the potential for presentation of materials as necessary
Implements real estate plans with an understanding of the client's strategic real estate goals
Coordinates field broker selection and other required resources, subject matter experts, and business partners. If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution
Coordinates the negotiation of sales through a field broker
Closely tracks all transaction activity (commissionable and non-commissionable), prepares commission forecasts and vouchers, and accounts for all savings results achieved on behalf of clients
Ensures compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest. Resolves landlord and tenant disputes

Estates & Transaction Manager Resume Examples & Samples

Significant experience of managing and influencing multiple layers of internal stakeholders and external service providers
Have excellent oral and written communication skills with the ability to articulate compelling business cases for a senior leadership team
Be educated to degree level or have equivalent in experience
Be a member of RICS or equivalent
Have excellent IT skills to include Google and Microsoft
Exhibit strong knowledge and experience of all aspects of UK & Ireland property markets
Have a flexible approach to travel throughout the UK

Transaction Manager Resume Examples & Samples

Track and monitor the day-to-day transaction work and workload of team member
Attend weekly meetings with client and account team
Travel domestically, as necessary, for site tours with client and local brokers. Anticipated travel <15% of the time
Understand client(s) strategic real estate goals and support implementation of corresponding real estate plans
Work closely with internal Finance/Accounting teams to capture revenue projections, client rebates and commission accounting

Transaction Manager Resume Examples & Samples

Throughout the real estate transaction process, (b) communicating the benefits of the platform to sellers and brokers, and (c) supporting the company’s mission to become the preeminent online marketplace for real estate sales
You will be responsible for onboarding commercial real estate assets to the Ten-X website, as well as coordinating logistics required for a successful transaction
Once a seller and broker are ready to onboard assets with Ten-X, the Transaction Manager will professionally facilitate the process of bringing those assets online using various internal systems, including Salesforce, Box, Mylandhome, and CAMP, which are collectively and interdependently used to input, store, and organize all data, descriptors, photographs, due diligence documents, and any other variables necessary for assets to be placed on the Ten-X platform for public viewing
Additionally, the Transaction Manger collects, reviews, and accurately analyzes commercial real estate due diligence within a compressed timeline
The Transaction Manager must regularly schedule and conduct recurring update calls with sellers, brokers, Business Development associates, and Client Managers, while preparing structured reports and relevant agendas for the recurring calls
This role also requires understanding and mastery of specialized internal databases and reporting systems to provide relevant data and information to sellers, brokers, and the business development team quickly. Through the transactional lifecycle of any given asset, the Transaction Manager should be a self-motivated, organized individual, with a keen ability to multi-task at a high level and make independent decisions with minimal supervision

Transaction Manager Resume Examples & Samples

Account Management (10%)
7-10 years of experience working in a corporate services role balancing the requirements and needs of both internal and external Clients
Valid Real Estate license required (Alberta preferred)
Financial services background with retail and office transactional experience (lease acquisitions, renewals, dispositions) preferred
Experience in working with contracts and legal documentation
Proven effective ‘ transaction management’ skills required to identify tasks and coordinate the timely completion of every component
Experience, knowledge and interest in the fundamentals of commercial real estate
Ability to work effectively and lead a team in a cohesive, performance measured environment
Well-developed organizational skills allowing the ideal candidate to balance a high volume of responsibilities and deliverables while ensuring Client satisfaction
Advanced MS Word, Excel, PowerPoint and Outlook skills required
Proven ability to learn and effectively master new software applications
Well-developed Financial analysis and modeling skills

Transaction Manager Resume Examples & Samples

Join Deutsche Bank’s Global Prime Finance business area to coordinate execution of relationship and transaction documentation in respect of prime brokerage, equity derivative, securities lending and repo activity
Work closely with working groups involving internal stakeholders such as the Credit Department, Risk Department, Legal Department, Structuring and Trading to
Drive negotiations with clients and draft complex documentation for a range of hedge fund and institutional clients
Coordinate documentation aspects of Global Prime Finance’s involvement in transactions where it has partnered with other businesses within Deutsche Bank
Assist the front office in resolution of l risk issues with appropriate infrastructure functions ; and
Represent the front office in the management of ad-hoc projects ; and
Represent the front office in regulatory change initiatives
5+ years’ PQE
Working in-house in the financial sector or in a top-tier law firm
Strong understanding of core Prime Finance and Derivatives documentation (e.g. PB Agreements, Master Netting, Portfolio Swap, ISDA, and Committed Facility Agreements)
Significant experience in dealing directly with clients / leading documentation negotiations
Self-motivated, proactive, and assertive; able to establish and execute on a plan independently
Strong understanding of the current regulatory environment
Ability to work well the colleagues; establish and maintain credibility with our Legal team

Transaction Manager Resume Examples & Samples

Providing an immediate Mercedes-Benz experience to the customer
Assist with the sale of the car, accessories, paint protection, GAP and insurance products
Produce finance quotes and proposals and process finance documents for pay-out
Part exchange appraisal and price delivery
Close sales
Report to sales manager on deal by deal basis all income generated by product type
Encourage showroom (or home) visits when enquiries are by telephone or online
Enquiry management and knowledge of every enquiry
Ensure follow up after enquiry, in line with Sandown SLAs
Identify parity renewal opportunities from Key to Key
Responsible for contacting all 'last chance' finance leads
Mentor and Develop team of Sales Executives

Grandbridge Senior Transaction Manager Resume Examples & Samples

Manage the production offices’ loan underwriting, analysis, presentation and submission process
Practice strong lender management and coordinate the delivery of financing submissions and tracking capital source quotes
Ability to manage expectations and timeframes for the capital user and capital providers, while ensuring delivery of due diligence and checklist items needed for financing quotes, final loan approval and closing
Research and identify customers that need income producing commercial real estate loans
Continually research and understand the real estate markets in which they operate
Continually research, identify and track real estate properties that are proposed, under construction, newly completed or otherwise have a high probability for mortgage loan financing
Continually maintain working relationships with customers and lenders; secondarily with brokers, appraisers, and other real estate and finance professionals
Meet periodically in person with customers to identify their goals, aspirations, problems and properties that need or will need financing. Provide customers with sound advice and financing solutions that consider their goals, aspirations and problems
Support the establishment and maintenance of a contact database of borrowers, lenders, brokers, and others in the commercial real estate and finance industry
Assist with negotiating the terms and conditions of the mortgage loan and ensure compliance with closing schedules and document submissions
Ensure that all fees due to Grandbridge are collected at closing
Maintain office pipeline reports
Analyze complex income producing real estate assets and be able to identify comprehensive financial solutions for internal and external clients
Ten years of experience in a commercial real estate mortgage loan production office or equivalent
Highly developed sales negating skills and loan analysis experience
Excellent organizational skills and drive to succeed in a production capacity
Ability to organize, direct, supervise and motivate others
Maturity and self-confidence to simultaneously handle a variety of assignments
Ability to work harmoniously with internal/external workers/customers
Master of Business Administration (MBA) in Finance or Real Estate
Strong, proven lender/borrower relationship
Good knowledge of local/regional/national real estate markets
Strong history of working in a high volume loan production office

Transaction Manager Resume Examples & Samples

Bachelor’s degree, Bachelor’s Degree in Business, Finance, Real Estate or Master’s Degree, preferred
3 - 5 years of relevant work experience with at least 1 years as a Transaction Manager, 5 years of relevant work experience with at least 2 years as a Transaction Manager, preferred
Presentation skills, preferred
Modeling complex occupancy scenarios, including multi-facility consolidations, city plans and metro area consolidations, preferred

Senior Transaction Manager Resume Examples & Samples

Masters, MBA or other advanced degree, preferred
8 years of relevant work experience with at least 5 years as a Transaction Manager, preferred
Solid understanding of financial and accounting impacts
Strong, verbal and written communication and presentation skills
Proven ability to manage a team consisting of dedicated and variable Transaction Advisor, Sr. Analyst and Analyst level resources. Coach and develop direct reports to reach full potential
Work independently or within a team
Ability to build relationships and interact effectively with business and client
Real estate brokerage or salesperson license, preferred
LEED certification, CCIM, SIOR, MCR and related certifications, preferred

Senior Transaction Manager Resume Examples & Samples

Participating in meetings with clients to discuss performance and recent financial data and new lending opportunities
Structuring lending deals, and advising relationship manages on economic capital, RWA, etc. in liaison with Syndications and Bank Treasury
Preparing credit term sheets in cooperation with relationship manages as well as with other relevant departments
Advising on lending products to existing and prospect clients, identifying possible cross-selling opportunities
Taking part in commercial approval process
Preparing full credit applications for new transactions, annual review and modification in close interacting with clients and relationship manages for necessary information and risk management for questions
Drafting, checking and negotiating legal documentation based on term sheet and credit approval in liaison with Legal (internal or external)
Monitoring of credit portfolio of assigned files, ensuring anticipation of possible breaches / worsening of the borrowers’ performance and overall data quality
Ensuring compliance with bank policies and procedures
String interpersonal skills
Market and customer focus

Transaction Manager Resume Examples & Samples

2 years experience in the Walmart Legal Department or Real Estate Division
5 years experience in commercial real estate document drafting and negotiation
5 years legal experience in real estate or related field
State law license

Transaction Manager Resume Examples & Samples

You will need experience of writing commercial & corporate credit papers
Knowledge of Loan Market Association documentation
Financial analysis experience is required to understand company performance and corporate structures
It would be ideal if you have familiarity with UK Property, Banking and Corporate law

Transaction Manager Resume Examples & Samples

Attend selected client meetings
Train and assist other employees in the set-up and management of accounts
May lead project teams and/or plan and supervise assignments
Continually stays informed of local, national and global real estate trends and innovation
Undergraduate degree and/or advanced degree and experience in related discipline (business, accounting, finance, real estate or law)
Minimum of three years corporate or commercial real estate (or related) experience
Strong financial acumen (NPV, IRR, etc.)
Advanced financial modeling skills using Microsoft Excel
Understanding of legal and financial aspects of a transaction process
Demonstrated client relationship management
Strong written and oral communication skills (analytical and report writing) necessary
Active Real Estate license is required

Transaction Manager Resume Examples & Samples

Highly visible in the Richmond market area. Established book of business and portfolio. Concurrently acts as landlord/seller agent and tenant/buyer agent and effectively negotiates the business terms and conditions for a wide variety of commercial real estate projects
Assist with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones
Approval of proposed team resources for transaction execution, including book and cash flow projections, NPV 9net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions
Coordinate the negotiation through landlords and brokers
Negotiate leases, lease amendments and monitors lease expirations
Dispose of surplus properties within prescribed timeline
Work closely with Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines
Prepare reports and makes presentations to relevant parties. Adheres to all state real estate agency requirements
Ensure compliance with CBRE's corporate policies as they relate to identifying and mitigating potential conflicts of interest
Resolve landlord and tenant disputes
Bachelor's degree (BA/BS) from four-year college or university and a minimum of (4) four to (6) six years of related experience and/or training
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to senior executives
Implements real estate plans with an understanding of the client's strategic real estate goals. Understands how to review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) financial analyses to enable clients to make more informed decisions

Uhnw Transaction Manager Resume Examples & Samples

1) Management of complex transactions (including: transactions involving multiple product units, business divisions, control functions and/or locations, transactions requiring a CEB)
2) Complex client onboarding cases (incl. "fast track" support)
3) "Troubleshooting" (e.g. set-up, settlement etc.)

Transaction Manager Resume Examples & Samples

Verifies required documents per CBRE's policies and Real Estate guidelines by completing the Listing File Checklist
Gathers supporting documentation to complete voucher forms and process Brokers' commission payments while abiding by company accounting policies as well as local and national laws
Maintains CBRE brand, product, office and client messaging and consistency by applying templates to produce marketing materials including flyers, proposals, tour books, maps, floor plans and qualification packages using InDesign
Reviews marketing material specifications and acts as point of contact and liaison with centralized marketing, analysis and research groups to coordinate the completion and submission of financial, marketing and various client specific property data to incorporate into customized property information packages
Organizes the preparation and production of customized, client specific property information packages in response to Requests for Information (RFIs) and Requests for Proposals (RFPs)
Coordinates complex on/offsite meetings and conferences. May schedule appointments, keep calendars and arrange travel itineraries and meeting room reservations
Updates and maintains various information databases. Generates standard and ad hoc reports as required and assist with website updates (as needed)
Distributes listing renewal information to sales professionals and follows-up to obtain required documents in order to keep listings current
Assists in obtaining appropriate signatures/approvals and transferring all financial information to Transaction Accounting for further processing
Creates deal files and verifies required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist
Provides customer service to all clients
Assists Transaction Accounting in obtaining necessary verifications of various contingencies in order to adhere to the Company’s revenue recognition policies
Creation of listing presentations and marketing strategies for commercial properties, property valuations, modeling detailed financial analyses, marketing properties for sale/lease including the preparation of marketing materials, client reporting, client interface, due diligence and property escrow oversight and lease negotiations
Creation of tenant/buyer representation presentations and management of tenant/buyer transactions including writing lease proposals and offers to purchase, modeling comparative lease analyses, client reporting and interface including multi market lease transaction management for domestic and international clients

Global Investors Transaction Manager Resume Examples & Samples

Maintain and update accurate financial models in Argus and Excel
Complete various financial analysis including discounted cash flow valuation, lease analysis, sensitivity analysis, and other ad hoc analysis
Audit financial information and narrative comments for critical expense categories
Research and analyze leases and verify information with property managers
Support Asset Management team functions; including, appraisals and dispositions
Assist with preparation/creation of reports, budgets, business plans and presentation materials
Various ad hoc duties as assigned
Bachelor’s degree with 1-2 years of experience in financial modeling, preferably with a real estate focus
High proficiency in Excel, Word and PowerPoint
Argus and Yardi experience
Knowledge of property accounting a plus
Basic knowledge of lease documents, commission calculation and lease abstracts a plus
Strong research, analytical and problem solving skills

Lead Transaction Manager Resume Examples & Samples

Develop, originate and analyse potential opportunities across the capital structure to optimise the financing of our offshore wind assets and pipeline
Work closely with the M&A team to support equity investors who require debt financing for their investment in offshore wind assets
Negotiate with potential investors, lenders and their advisors
Prepare material for decision-makers, such as the Executive Committee, the Board of Directors, etc, and participate in meetings, where relevant
Engage with functions across the organisation, including project development and regulatory affairs to provide structuring advice where needed
Have experience at vice president level (or equivalent) within project finance from a top-tier investment bank, debt or equity fund, or 5-8 years of post-qualification experience from a top-tier law firm
Have the ability to think strategically and critically
Are able to anticipate and engage pro-actively to find solutions to potential problems
Have a strong grasp of key project and corporate finance principles
Have excellent communication skills and speak and write English fluently

Senior Transaction Manager Resume Examples & Samples

Assist in the review and preparation of comments of all relevant transaction contracts and documents
Assist in handling of all legal aspects of the SPV
Ensure that all relevant transaction-linked information and contact information is being captured in the data management system
Interact with team member and transaction parties on a daily basis and assist on special projects
Create and arrange general correspondence with authorities, banks and advisors regarding the SPV
Prepare and organize board meetings and shareholders meetings
Signal any legal or tax issues of a transaction and liaise with the relevant parties
Ensure that all legal procedures remain in line with applicable law and overall objectives

Transaction Manager Resume Examples & Samples

Implements real estate plan with an understanding of the business's strategic real estate goals
Assists with project initiation and scope definition, prioritization of assignments, and adherence to business-driven priorities, commitments, and milestones
Effectively manages the 3rd party vendor to ensure strategy execution and financial success, targeting cost savings goals within the portfolio
Facilitates business review and approval of proposed new sites, relocations, and other related capex spend. Monitors lease expirations
Locates and acquires new properties to meet business's requirements and timeline. Understands how to review, analyze, and interpret financial analysis templates including cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to enable business to make more informed decisions
Works closely with 3rd party vendor and internal realty services departments: Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure complete portfolio management
Manages 3rd party broker relationship to deliver value by negotiating favorable economic and flexible lease terms, reviewing and providing input for real estate documents
Keeps business partners informed and trouble-shooting any issues as they arise
Reviews requirements, coordinates the individual project team, and manages performance against the project plan and goals

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