Transaction Specialist I
Free account needed to apply or save. It takes a minute, and we'll bring you right back to this job.
Key details
- Location
- Irvine, CA, United States
- Work style
- Onsite
- Level
- Entry level
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 3w ago
Skills
outbound callingquality controlsalesforce
About the role
Transaction Specialist I
Position Summary
The Transaction Specialist I plays a critical role in ensuring offers move seamlessly from contract to closing. The primary responsibility is to push offers to close on time, document any delays, and maintain proactive communication with all parties involved. This includes issue resolution, inbound and outbound calls, and timely email communication with buyers, agents, and closing partners. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Transaction Management
Ensure offers progress to closing per KPI timelines.
Document delays and communicate updates to all stakeholders promptly.
Maintain accurate records in Salesforce or designated systems.
Communication & Issue Resolution
Handle inbound and outbound calls with buyers, agents, lenders, sellers, and closing companies.
Assist with all buyer communication (calls and emails) for offers under contract.
Address escalations timely and drive resolution; document actions and outcomes.
Collaboration
Work with internal teams and external partners to remove blockers and keep transactions on track.
Support reporting on transaction performance and closing timelines.
Compliance & Quality Control
Review transaction data for accuracy and completeness.
Ensure adherence to SOPs and regulatory requirements.
Maintain audit-ready documentation.
Position Summary
The Transaction Specialist I plays a critical role in ensuring offers move seamlessly from contract to closing. The primary responsibility is to push offers to close on time, document any delays, and maintain proactive communication with all parties involved. This includes issue resolution, inbound and outbound calls, and timely email communication with buyers, agents, and closing partners. The role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Transaction Management
Ensure offers progress to closing per KPI timelines.
Document delays and communicate updates to all stakeholders promptly.
Maintain accurate records in Salesforce or designated systems.
Communication & Issue Resolution
Handle inbound and outbound calls with buyers, agents, lenders, sellers, and closing companies.
Assist with all buyer communication (calls and emails) for offers under contract.
Address escalations timely and drive resolution; document actions and outcomes.
Collaboration
Work with internal teams and external partners to remove blockers and keep transactions on track.
Support reporting on transaction performance and closing timelines.
Compliance & Quality Control
Review transaction data for accuracy and completeness.
Ensure adherence to SOPs and regulatory requirements.
Maintain audit-ready documentation.
Get jobs like this as soon as they're posted
JobSuited checks company career sites all day and ranks every opening against your profile. Free to join.