CBRE Transaction Coordinator ? Remote in Hartford, Connecticut
Posted 2025-03-15Transaction Coordinator - Remote
Job ID
137532
Posted
29-Sep-2023
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Detroit - Michigan - United States of America, Remote - US - Remote - US - United States of America
About the Role
The Transaction Coordinator is responsible for voucher processing for single or multiple offices with 20-200 employees. Processes vouchers used to collect the commissions due to CBRE. Ensures deals files are in compliance to Real Estate regulations and facilitates the transfer of financial information to Transaction Accounting.
What You'll Do
Coordinate the timely processing of lease, sale and consulting transactions.
Verify required documents per CBRE's policies and Real Estate guidelines and follows-up to obtain required documents.
Verify transaction voucher against the written contract(s). Enters all lease, sales and consulting information into the Company's database (MTA, etc) according to the organization's guidelines and procedures. Assists in obtaining appropriate approvals and transferring all financial information to Transaction Accounting for further processing.
Create deal files with required documents per CBRE's policies and Real Estate guidelines.
Assist in obtaining necessary verifications from sales professionals on various contingencies in order to adhere to the Company's revenue recognition policies.
Research unidentified cash and works with Business Partners to ensure timely application and/or coordinates refunds, cash transfers, etc.
Provide customer service to sales professionals and business partners.
Other duties may be assigned.
Supervisory Responsibilities
No formal supervisory responsibilities in this position.
What You'll Need
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High school diploma or general education degree (GED) with a minimum of two years of related experience and/or training.
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.
Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.
Knowledge of Financial software systems.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at [email protected] or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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