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Transaction Coordinator – Real Estate Private Equity
Patriot Holdings. Manage acquisitions and dispositions from executed LOI and PSA through closing and post-closing .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial real estate transactions, including due diligence and closings, while effectively coordinating with internal teams and external parties. Proficient in utilizing tools like Dealpath and Excel to track deal progress and maintain comprehensive documentation.
Highest-signal resume keywords
Commercial Real Estate TransactionsDue Diligence ManagementClosing CoordinationAdvanced Excel SkillsVirtual Data Room Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction CoordinationDocument ExecutionRisk EscalationTitle Commitment ReviewLease AuditsFinancial Statement ReviewDue Diligence Request ManagementClosing Deliverables CoordinationProperty Condition ReportsAcquisition Financing
Soft Skills
CommunicationOrganizational SkillsProblem-SolvingTeam CollaborationAttention to Detail
Tools & Technologies
DealpathSalesforceExcelDatasiteIntralinksBox
Certifications & Qualifications
Paralegal CertificateReal Estate License
Industry Keywords
Commercial PropertiesIncome-Producing AssetsPSAsEstoppelsThird-Party ReportsAsset ClassesInvestment CommitteeClosing ChecklistsOrganizational ChartsAudit Requests
About the role
Key responsibilities & impact- Manage acquisitions and dispositions from executed LOI and PSA through closing and post-closing
- Build and maintain the master deal calendar, tracking deposits, due diligence expiration, financing contingencies, and closing
- Own closing checklists and coordinate deliverables across internal teams, attorneys, lenders, title, escrow, and counterparties
- Run weekly deal status calls and circulate action items and updated trackers
- Escalate risks, open issues, and timeline slippage to the deal team
- Prepare seller due diligence request lists and manage virtual data rooms
- Track diligence items and follow up on outstanding requests
- Order and manage third-party reports, including Phase I ESAs, property condition reports, ALTA surveys, zoning reports, appraisals, and seismic reports
- Coordinate lease audits, abstracts, estoppel certificates, and SNDAs
- Review title commitments, survey exceptions, and UCC, lien, and litigation searches; flag issues for counsel
- Support review of rent rolls, operating statements, service contracts, and CAM reconciliations
- Summarize diligence findings in memos for the deal team and investment committee
- Coordinate document execution, signatures, closing deliverables, funding, and wire instructions
- Coordinate lender requirements, insurance certificates, and entity documents
- Support entity formation and maintain organizational charts and authority documents
- Manage handoff to asset management, property management, and accounting
- Compile and archive final closing binders and executed documents
- Assemble sell-side data rooms, respond to buyer diligence requests, and coordinate site visits and inspections
- Track buyer deliverables, deposits, and contingency dates
- Maintain deal pipeline and transaction trackers in Dealpath, Salesforce, or Excel
- Support investor reporting, lender reporting, and audit requests
Requirements
What you’ll need- Bachelor's degree in real estate, finance, business, or a related field
- 3+ years in commercial real estate transactions, as a transaction coordinator, closing coordinator, paralegal, or analyst at a PE firm, REIT, developer, law firm, or title company
- Hands-on experience managing due diligence and closings for income-producing commercial properties
- Working knowledge of PSAs, title commitments, surveys, leases, estoppels, and third-party reports
- Advanced Excel and strong command of Microsoft Office
- Experience with virtual data rooms such as Datasite, Intralinks, or Box
- Preferred: Experience across multiple asset classes: multifamily, industrial, office, retail
- Preferred: Exposure to acquisition financing and loan closings
- Preferred: Paralegal certificate or real estate license
- Preferred: Familiarity with Dealpath, Yardi, or similar platforms
Benefits
Comp & perks- Base salary plus annual discretionary bonus
- Health, dental, and vision insurance
- 401(k) with match
- Paid time off