Job Description: EXECUTIVE ASSISTANT/TRANSACTION COORDINATOR
Salary: $44,000 base with bonus potential to $60,000 +
Please submit Resume and Cover Letter.
Responsible for performing a variety of administrative and support duties to help the agent keep on track to increase business, improve profitability and develop life-long clients.
DAILY MUSTS:
- Receive agent’s daily schedule
- Handle all incoming phone calls, e-mails, and agent e-mails
- Fill out Daily Meeting form at the end of the day
- Communicate with agent
- Go through each active file folder
DUTIES:
- Handle all incoming phone calls and e-mails
- Return all phone calls in a timely manner
- Prepare all packages Pre-list, Listing and File folders
- Maintain all files in a neat and orderly fashion
- Send out any pre-list/FSBO packages
- Monitor and follow up on all sales/escrows/closing files with ________________
- Maintain business supply inventory
- Monitor website
- Handle all checking accounts, deposits and reconciliations
- Enter information in Quick books
- Keep track of mileage
- Send out Farm mailings quarterly and Holiday Cards
- Send follow up letters to all clients
- Post new listings on office board
- Monitor weekly, monthly and yearly goals
- Update and maintain all clients’ records in the database
- Responsible for all data entry and reports
- Manage all incoming and outgoing correspondence
- Ask personal people farm for referrals for the agent
- Maintain and improve Office Policy and Procedure Manual
- Run errands: office products, bank, post office, signs (if needed)
PRE-LISTING CLIENTS:
- Deliver or send Pre-Listing Package
- Call seller to confirm date / time of appointment
- Prepare a New Client File
- Work with ___________ on examples of:
- Property brochure
- Just sold post cards
- Prepare CMA’s
- Order property profiles from Title Company
- Obtain property tax assessor information sheet
- Prepare the listing folder
- Fill out and input MLS Input sheet
- Order 200 Just Listed names of neighbors if applicable from the title company
- Prepare map and directions to property
LISTING CLIENTS:
- Prepare a New Client File
- Enter all client information in database
- Monitor and follow up on all listings
- Maintain Communication Log
- Make appointment to take pictures and virtual tour
- Submit proper information and photos to MLS
- Post photos and text to all websites
- Order “For Sale” & “text” sign, and “Sold” rider
- Email MLS print out to seller
- Email new listing to top 25 agents
- Work with ___ on:
- Property brochure
- Just sold post cards
- Order brochures
- Send “thank you” letter to seller
- Obtain keys, make extra keys
- Install lockbox with key
- Make sure sign is ready and placed
- Put up brochure box with Flyers
- Monitor that client has enough Flyers
- Send “Just Listed” letter
- Update white board
- Coordinate showings of property:
- Maintain Showing Log
- Ensure agent informed re: price reductions, upgrades, improvements, other selling features
- Inform agent of any special showing instructions from the seller
- Follow up with the agent to obtain buyer’s feedback
- Call seller to provide feedback regarding showing
- Include showing feedback in seller’s weekly marketing update
- Coordinate open houses of property:
- Coordinate date/time with seller and buyer agents
- Ensure buyer agent receives all info regarding selling features of the home
- Follow up with agent after the open house to obtain feedback about traffic, comments
- Call seller to provide feedback regarding open house
- Include open house feedback in seller’s weekly marketing update
- Negotiate price reductions (licensed asst only)
UPON RECEIPT OF OFFER: Licensed Asst Only
- Present offer to client:
- Negotiate on behalf of client’s best interest
- Ensure client understands contract including deadlines and costs
- Obtain estimated settlement sheet from closing office
- Submit paperwork:
- Send full contract to lender and title company immediately
- Send accepted contract, client, lender and title company information to closing office
- Update white board and CRM database with transaction information and deadlines
- Coordinate inspection:
- Prepare buyer/seller on what to expect from a thorough inspection
- Request inspection (when representing buyer)
- Coordinate schedule for inspection (when representing seller)
- Review results of inspection with buyer/seller
- Call other agent and negotiate for items to be repaired as applicable (when representing buyer)
- Negotiate with other agent on any objections from inspection (when representing seller)
- Coordinate appraisal:
- Ensure lender has ordered appraisal when inspection objections are finalized
- Notify and brief all parties when appraisal complete
- Follow contract deadlines:
- Ensure Seller’s Disclosures are sent, reviewed, and signed by deadline
- Ensure inspection items are handled and agreed to in writing by deadline
- Follow up with lender on completion of appraisal by deadline
- Monitor loan completion:
- Contact other agent or lender for frequent loan status updates
- Update client on loan status and any possible changes in the settlement deadline and negotiate extensions when needed
- Ensure documents will be ready by settlement deadline
AFTER RECEIPT OF OFFER:
- Put up “Sold” or “Pending” Sign
- Collect Property brochures
- Prepare Closing File
PREPARING FOR CLOSING:
- Schedule closing with client
- Ensure client has address/directions to the closing office
- Inform client of proper identification and documentation to bring to closing
- Notify other agent of scheduled closing time
- Send estimated closing costs to client and ensure all information is accurate
- Prepare closing packet for client:
- Provide copies of all documents from the transaction
- Provide utility company information with phone numbers
- Call and inform client when transaction funds and records
- Coordinate transferring keys to new home owner
AFTER CLOSING:
- Report Sold to MLS
- Remove lockbox and “Sold” Sign
- Change website to Sold
- Send “Just Sold” cards
- Send gift and “thank you for working with our team” letter
- Send “thank you” letter to other agent
- Create “other agent database”
- Send “thank you” letter to lender
- Put in Anniversary File
- Send Client Survey, follow up until received
- Convert File to Sold File
- Call Just Sold
- Remove from other websites
- Dated Jan 20, 20_ _ Closing Letter and Statement for Buyer and Seller
- Update sold records in Pre-List Package
- Update database with forwarding address
BUYER CLIENTS:
- Prepare a New Client File
- Enter all client information in database
- Pull up houses in MLS
- Prepare showing route if applicable
- Schedule showing appointments
- Make copies for clients/ Agent
- Make any follow-up calls
- Call clients and introduce procedures/what to expect
- Monitors and follow up on closing files with ___
- Maintain Communication Log
- Send “Congratulation” Letter to buyer
- Attend Closings
- Send gift and “thank you for working with our team” letter to buyer
- Send Client Survey, follow up until received
MANDATORY APPLICATIONS:
- MS Office (Word, Excel, Outlook)
- MLS Systems
- QuickBooks
- Database
NECESSARY SKILLS & ATTRIBUTES:
- Excellent time management skills
- Detail oriented
- Good communication skills
- Team player
- Treats all clients and team members with respect
- Positive attitude and friendly demeanor
- Highly organized
Job Type: Contract
Salary: $44,000.00 to $60,000.00 /year
Experience:
- Real Estate: 1 year (Preferred)
- administrative assistant: 1 year (Preferred)
Location:
License:
- Colorado Real Estate License (Preferred)
Language:
Work authorization:
Contract Length:
Contract Renewal:
Full Time Opportunity: