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Senior Transaction Specialist
Senior Transaction SpecialistCushman & Wakefield • New York, NY, US
Senior Transaction Specialist

Senior Transaction Specialist

Cushman & Wakefield • New York, NY, US
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  • [job_card.full_time]
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Senior Transaction Specialist

Cushman & Wakefield has an opportunity for a brokerage transactions role in its New York office. This position provides business development, client service, transaction execution, marketing and team coordination support to a leading office leasing brokerage team.

Essential Duties And Responsibilities

  • Provide business development support, research, organize and manage CRM
  • Manage client database, key lease dates, market updates, respond to requests
  • Provide transaction management support, including prepare / edit proposals, agreements, property presentations / tour books, coordinate financial analysis requests, commission invoicing and collection
  • Assist and coordinate content creation with marketing team
  • Manage team lists / databases, special projects, reports, and collaborate with other departments

Key Responsibilities

Business Development

  • Manage CRM
  • Enter new prospects & updates on prospect communications
  • Generate lists and reports to support follow up
  • Assist with LinkedIn management. Manage new and recurring searches to generate follow up and new prospects.
  • Conduct new prospect research
  • Review select periodicals regularly for relevant articles / potential new leads
  • Provide contact information through Zoom Info and other sources
  • Client Service

  • Track client engagement through Salesforce CRM for key lease dates and building and submarket updates
  • Respond to client requests e.g., for space information and select scheduling
  • Maintain and track client contracts, coordinating with the legal team regarding exclusives to acquire, disposition, agency and confidentiality agreements
  • Attend select client meetings and provide meeting summaries and manage follow up items
  • Assist third party consultants and vendor requests from clients.
  • Track list of recommended consultants and vendors and facilitate communication between clients and other consultants and vendors
  • Transaction Execution

  • Prepare site search / space survey tour book presentations in PowerPoint and maps, leveraging data from CoStar and from calling / emailing brokers for information
  • Assist with tour preparation and attend select tours
  • Draft proposals and RFPs and assemble proposal matrix / summary packages for client's review
  • Provide building agency support
  • Assist with updating and maintaining leasing status reports
  • Assist with marketing and follow up with third party marketing firms, consultants, brokers and direct prospects
  • Update listings on third party sites (CoStar, etc.) and marketing materials (flyers, photos, renderings, etc.)
  • Assist with lease review
  • Manage deal closeout
  • Prepare deal sheets
  • Assemble final lease documents
  • Track commission agreements
  • Provide commission calculations
  • Coordinate with other departments as needed (deal desk, marketing, research, etc.)
  • Facilitate invoice creation
  • Track open invoices
  • Marketing

  • Coordinate and track presentations and client deliverables, ensuring timely completion
  • Communicate with the marketing team to produce presentations, maps, studies, etc.
  • Edit existing documents created by the marketing team to make limited final changes and repurpose existing documents for different clients
  • Prepare presentations and documents i.e. tour maps and property intelligence reports
  • Track and maintain database of client materials, presentations, studies, etc.
  • Background And Experience

  • Bachelor's Degree (Business, Marketing, Communications, Real Estate, a plus)
  • 2-5 years' experience in a professional organization
  • Real estate industry and marketing experience preferred (Real Estate license a plus)
  • Advanced knowledge of Microsoft Office
  • Experience with InDesign and Salesforce (or other CRM) a plus
  • Real Estate Salesperson or Broker License required for this position. Can be obtained within first 3 months of start date.
  • Competencies

  • Ability to independently own projects / responsibilities and take business owner perspective to proactively innovate
  • Excellent written and oral communication skills
  • Ability to multitask and project manage competing projects and priorities
  • Ability to meet deadlines in a fast-paced environment
  • Excellent attention to detail
  • Demonstrated aptitude to solve problems and navigate through obstacles with resilience
  • Independent problem-solving approach and not afraid to ask questions
  • Cushman & Wakefield also provides eligible employees with a variety of benefit programs, including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. The compensation for the position is $85,000.00 - $100,000.00. Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

    In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

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