Transaction Coordinator

At we do market focused insurance risk analysis, monitoring, and valuation services for commercial lenders & private credit.

We are continuing a legacy: one built on the firmly held belief that every client, every deal, and every step of the review deserves the attention and expertise of an experienced consultant. Thousands of deals later, our team is still committed to doing what it takes to close every transaction. We are 100% remote.

Job Summary:Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions.

Job Responsibilities:

• Supports pre-closing insurance and risk reviews, liaising with lenders, borrowers, and brokers on new loan originations
• Provides insurance requirements based on deal type, geography, and lender requirements
• Analyzes proposed insurance coverage and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution
• Creates and submits client deliverables including accurate risk assessment and documentation
• Delivers complete deal package including evidence of insurance and other required documentation
• Responsible for deal flow management, client status reporting, issue tracking and resolution
• Complies with system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Qualifications:

• Associate’s Degree or equivalent experience and education
• 2 or more years of experience in one or more of the following: relevant insurance experience, financing or commercial transaction management and title, paralegal or documentation review
• Commercial real estate experience a plus

Skills:

• Excellent customer service skills
• Strong proficiency with Microsoft Office Products – Excel, Word, PowerPoint
• Detail oriented with excellent verbal and written skills.
• Effective time management, organizational, prioritization and problem-solving capabilities
• Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines