Senior Transaction Manager

Job Title

Senior Transaction Manager

Job Description Summary

Responsible for the day-to-day transaction management oversight for a large portfolio of properties on behalf of a prominent National Corporate Services healthcare client. Responsibilities include: market optimization planning, internal/external workflow monitoring to ensure consistent quality of service and work product. In addition, responsible for transaction revenue forecasting, tracking, and reporting to account director.

Job Description

Essential Responsibilities:

• Implement portfolio plans with client’s real estate goals and objectives in mind
• Optimize and integrate portfolio with clients’ work place strategy
• Collaborate with C&W and non-C&W brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease and purchase
• Align C&W and client’s other real estate functions to ensure consistency of service areas
• Manage the flow of key documentation and client communications
• Work with the client’s operational groups at all levels to identify real estate needs
• Prepare, review, and interpret financial analysis/accounting concepts
• Forecast and report all transaction revenue
• Ensure accuracy of all transaction reports and client materials
• Present transaction activity to client/C&W management
• Participate in all client/C&W business reviews
• Lead and/or facilitate client meetings
• Provide supervision for transactional team members and others team members supporting the transaction activity of the relationship

Process Management:

• Process and program management development and implementation
• Implement standardized processes that create maximum efficiencies and add value
• Oversee development and continuous improvement of standard forms and procedures
• Develop performance measurements for internal benchmarking
• Create and implement account operations manual/playbook

Transaction Management:

• Oversee transaction service delivery
• Coordinate and manage transaction teams
• Oversee/manage field broker selection process
• Determine client’s needs and communicate project parameters
• Oversee negotiations and management of transactions
• Collaborate with portfolio administration team to help ensure data accuracy
• Coordinate legal review of all client leased/owned documents
• Ensure accuracy of financial data and reporting
• Resolve landlord/tenant disputes
• Coordinate client site visits/market tours
• Ensure all state real estate standards are met
• Oversee budgeting and revenue tracking of all transactions
• Manage client rebate account

Key Competencies:

• Multi-Tasking Skills
• Organizational Skills
• Attention to Detail
• Client Service Skills
• Negotiation Skills 
• Communication Proficiency (oral and written)
• Teamwork Orientation
• Presentation Skills
• Financial Analysis
• Leadership

Important Experience:

• 7+ years real estate experience in transaction management, specifically handling high transaction volumes
• 3+ years experience with healthcare real estate preferred
• Experience with high-level, complex transaction management including experience in contract management/compliance

Education:

• Bachelor’s degree required in any field; finance/real estate preferred

Additional Qualifications:

• Must obtain and hold state real estate salesperson license
• Ability to read and understand commercial real estate transaction documents, such as a lease, purchase & sale agreement, sublease agreement, SNDA, estoppel, assignment agreement, etc.

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Travel:

10-20% for site search trips and periodic team/client meetings

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Some limited travel may be required for site inspections or to meet with local client businesses. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in