Transaction Account Coordinator at Marcus & Millichap

Dallas, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Commercial Real Estate, Real Estate BrokerageIndustries

Requirements

1 – 3 years of experience in Account Coordination, Transaction Coordination, Marketing Communications, or a related field preferred
Exceptional customer service skills, ensuring the highest level of agent satisfaction
Demonstrated experience in using task management systems such as Asana or Jira in a professional setting
Technical proficiency to navigate digital platforms effectively
Self-motivated, adaptable, and able to work independently or as part of a team
Meticulous attention to detail and a process-improvement mindset
Ability to multitask and work in a high-volume and fast-paced environment
Must have or will be expected to become knowledgeable about the general Commercial Real Estate industry, including terminology

Responsibilities

Independently manage project workflows for all MMI-supported tasks via the MMI corporate Asana platform, including project setup, approval routing, task tracking, and deadline management
Provide oversight of all agent marketing activities, ensuring that each project is initiated, tracked, and completed according to established standards and timelines
Serve as the subject-matter expert on agent/team details, guiding decisions related to agent deliverables and maintaining accountability for the accuracy and integrity of all associated data and metrics
Proactively assess client needs, identify opportunities for expanded support, and recommend service offerings that enhance agent success
Foster strong relationships with agents and internal stakeholders, ensuring expectations are clearly communicated and deliverables are met with precision
Investigate, report, and resolve agent-related escalations, collaborating closely with the Associate Director to address issues quickly and effectively
Support transaction coordination activities, including out-of-jurisdiction paperwork, escrow, representation agreements, and listing submissions (not in marketing scope)
Oversee pipeline management by creating and managing prospective client distribution folders and tracking closings to ensure seamless transaction flow

Skills

Asana

Workflow Management

Project Management

Transaction Coordination

Marketing Oversight

Task Tracking

Deadline Management

Marcus & Millichap

Commercial real estate brokerage and advisory services

About Marcus & Millichap

Marcus & Millichap specializes in commercial real estate investment sales, financing, research, and advisory services across the United States and Canada. The firm operates with a team of 2,000 professionals in 80 offices, serving clients such as real estate investors, property owners, and developers. They assist clients in buying, selling, and financing various types of commercial properties, including multifamily housing, retail, office, industrial, and hospitality. The company earns revenue primarily through commissions on property sales and financing arrangements, as well as fees for their research and advisory services. What sets Marcus & Millichap apart from competitors is their focus on specialization, commitment to client results, and the integration of research and technology to enhance their services. Their goal is to provide tailored solutions that lead to successful outcomes for their clients in the commercial real estate market.

Calabasas, CaliforniaHeadquarters

1971Year Founded

$28.1MTotal Funding

IPOCompany Stage

Consulting, Real EstateIndustries

1,001-5,000Employees

Benefits

Medical

Dental

Vision

Flexible Spending Plans (Medical, Dependent Care, Commuter)

401(k) Plan with Company Match

Company Sponsored Long-Term Disability Coverage

Additional Voluntary Long-Term Disability Coverage

Company Sponsored Group Life/AD&D

Additional Voluntary Life/AD&D

Employee Assistance Program (EAP)

Paid Time Off (paid vacation time, paid sick time, and paid Company holidays)

Educational Assistance

Employee Referral Program

Fitness Membership Discount Program

Credit Union Membership

Risks

Rising interest rates may reduce the volume of commercial real estate deals.

Remote work trend could decrease demand for office spaces.

E-commerce growth challenges demand for traditional retail properties.

Differentiation

Largest firm specializing in real estate investment sales and financing in North America.

Operates over 80 offices with 2,000 professionals in the U.S. and Canada.

Focuses on specialized services tailored to commercial real estate clients' needs.

Upsides

Increased demand for grocery-anchored retail centers boosts transaction opportunities.

Growing interest in high-quality medical properties enhances market appeal.

Significant investment opportunities in North Jersey's multifamily sector.

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