Transaction Coordinator / Real Estate Assistant
The White Group
Charlotte, NC
Posted ago
The White Group

The Transaction Coordinator is a key role in helping our team service our clients with seamless, top-notch customer service from contract to close. Attention to detail, a systematic approach and creative problem solving are required to assist the team’s efforts in servicing our clients. We're looking for a team member with exemplary customer service and strong communication skills necessary to assist the team’s efforts in servicing our clients. The Team has developed many systems and tools to help us achieve our goals. Learning to implement new ideas and assisting the Team in all areas of the business keeps this position evolving with new opportunities along the way.

Job Location: Charlotte, NC 28277



  • Excellent communication skills and computer knowledge (MLS, Zipforms, Docusign, Dotloop all a benefit) 
  • Microsoft Office/Google Suite 
  • Great time management skills 
  • Highly organized and efficient day planner 


  • Responsible for effective communication with clients to ensure that fiduciary service is delivered from contract to close
  • Process completed contracts 
  • Prepare addendums and coordinate signing
  • Responsible for the processing of all contracts through closing
  • Assures that all post-closing disbursements, filing, and procedures take place
  • Maintains all vendor and service provider files. Read and process all contracts 
  • Maintain client files 
  • Follow-up and coordinate financing contingencies, appraisal, required repairs and special stipulations needing completion from contract to closing Manage database entry
  • Utilize action plans and check-lists in our multiple systems


  • Responsible for keeping the entire team updated on the progress of all contracts and advises team members when they need to become involved in negotiations or problem resolution
  • Communicate with Keller Williams front desk staff and market center administrator regarding The Team’s files 
  • Build rapport with co-op agent and/or their assistants 


  • Follow up on all details, outstanding items, and requests for all files 
  • Obtain preliminary Closing Disclosure/HUD paperwork and obtain agent approval prior to closing 
  • Track and submit all checks to office 
  • Participate in implementation and constant improvement of systems 
  • Additional duties as assigned
  • Working with agents and clients over the phone and email system

  • Required Education: Associate's
  • Required Experience: At least 1 year in real estate
  • Have excellent attention to detail and high-level accuracy with documents 
  • Technologically savvy and able to learn new programs quickly and able to troubleshoot common issues; proficiency in Word, Excel, Power Point, Outlook and Internet skills 
  • Ability to assess, prioritize and act quickly 
  • Learning based and solution oriented 
  • Deadline driven and extremely organized 
  • Continue to maintain the good will and reputation of the entire team 
  • A true professional, who supports the entire team in achieving their goals

$10 - $12/hourly
About The White Group

Mission: To build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving.

Vision: To be the real estate company of choice for agents and their customers.

Values: God, Family, then Business

Perspective: A technology company that provides the real estate platform that our agents' buyers and sellers prefer.  Keller Williams thinks like a top producer, acts like a trainer-consultant, and focuses all of its activities on service, productivity, and profitability.

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