Job Description

At Caruso Homes, we are dedicated to providing exceptional service and support to our clients. We pride ourselves on our collaborative and dynamic work environment, where every team member plays a crucial role in our success. We are currently seeking a highly organized and detail-oriented Transaction Coordinator to join our Charlotte team.

Job Description: As a Transaction Coordinator, you will be responsible for managing and overseeing the transaction process from contract to closing. You will ensure that all necessary documentation is completed accurately and in a timely manner, and you will act as a liaison between clients, agents, lenders, and other parties involved in the transaction. Your goal will be to provide a seamless and efficient transaction experience for all parties involved.

Additionally, you will assist experienced back-office Project Managers with various administrative aspects of the homebuilding process from Sale to Lot Finishing Escrow Close Out processes. You will interact with homebuyers periodically via phone, email, and in person to provide updates about the status of their home and to complete certain milestones. The Transaction Coordinator will deliver a high-touch customer experience that mirrors the level of quality found throughout Caruso Homes.

Key Responsibilities:

• Coordinate and manage all aspects of the transaction process from contract to closing.
• Ensure all necessary documentation is completed accurately and submitted on time.
• Act as a liaison between clients, agents, lenders, and other parties involved in the transaction.
• Monitor and track the progress of each transaction to ensure timely completion.
• Maintain accurate and up-to-date records of all transactions.
• Provide exceptional customer service and support to clients and agents.
• Resolve any issues or concerns that may arise during the transaction process.
• Assist the back-office Project Managers in their role as the customer's main point of contact throughout the construction and key exchange.
• Assist with creation of documents via internal software, data entry, filing, scheduling, and various administrative aspects of the sales, entitlement, and closing process.
• Use effective time management skills and good judgment to manage everyday tasks including but not limited to:
• Creating and maintaining Key Exchange Forms at Sale and following up with the Accounting Department.
• Tracking vendors, color selections, lender, and lot closing/loan closings.
• Requesting proposals (Architectural/Structural/Engineering).
• Preparing marked-up plans and tracking plan requests.
• Submitting permit applications for County approval.
• Reviewing and revising REV LF Estimate (permit/engineering cost) prior to client approval.
• Preparing documents for pre-construction meetings and sending them to the Construction Manager.
• Uploading pre-construction documents to various databases.
• Creating Start Packages for Construction Managers and notifying them.
• Assisting site managers in obtaining timely installation of required site utilities.
• Creating and maintaining Client lot Finishing folders and reconciling all lot finishing invoices.
• Generating monthly cost incurred reports and sending them to Clients.
• Sending out 30-Day letters to Clients and preparing Pre-Settlement Orientation booklets and Settlement packages.
• Maintaining up-to-date Settlement tracker and uploading Client information into Punchlist Manager.
• Following up with settled lots monthly to ensure all Client Lot Finishing escrows are closed out within 90 days.

Qualifications:

• Proven experience as a Transaction Coordinator or in a similar role.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.
• Proficiency in Microsoft Office and transaction management software.
• Knowledge of real estate transaction processes and documentation.
• Demonstrate computer skills and eagerness to work with new technologies.
• Desire to work autonomously and take ownership of work.
• Proactive, flexible approach to problem-solving.
• Ability to handle problems calmly and professionally.
• Outstanding organizational abilities, multi-tasking skills, and attention to detail.
• Excitement to join a fast-growing business unit that operates in multiple states, counties, and municipalities.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• Collaborative and supportive work environment.
• Flexible work schedule.

How to Apply: If you are a highly organized and detail-oriented professional with a passion for real estate and customer service, we would love to hear from you. Please submit your resume and a cover letter outlining your qualifications and experience to [email protected].

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