Transaction Coordinator Job at Phoenix Investors, Milwaukee, WI

  • Phoenix Investors
  • Milwaukee, WI

Job Description

Job Description

Job Description

Primary Duties:

  • Drive transaction coordination across acquisition and leasing efforts, managing timelines and milestones from deal sourcing through closing
  • Collaborate cross-functionally with internal teams, including Accounting, Legal, Property Management, and Construction, to ensure smooth deal execution
  • Coordinate onboarding of new tenants, including document collection, internal communication, and setup across systems
  • Review and summarize leases, including key economic and legal terms, for internal use
  • Assist in the preparation of LOIs, proposals, presentations, and client-facing materials
  • Organize and maintain deal documentation, including lease files, acquisition folders, and property records
  • Support weekly internal deal meetings by updating reports and tracking deal status
  • Research market comps, tenant profiles, ownership records, and municipal data
  • Interface with brokers, tenants, and vendors during active transactions to facilitate communication and deliverables
  • Identify opportunities to improve team workflows and aid in developing operational procedures

 

Secondary Duties:

  • Attend and contribute to property tours and broker events as needed
  • Assist in the coordination of leasing signage, property photography, and marketing collateral as applicable
  • Support special projects and ad hoc initiatives

 

Requirements:

  • Bachelor’s degree in real estate, business, finance, or a related field; or equivalent combination of education and experience
  • 1 – 3 years of experience in commercial real estate, leasing, or transactions; prior exposure to tenant coordination or lease administration is a plus
  • Highly organized, detail-oriented, and able to manage multiple active deals with shifting priorities
  • Excellent communication skills, with the ability to interface professionally across departments and with external stakeholders
  • Proficient in Microsoft Office (Excel, Outlook, Word, PowerPoint); familiarity with CoStar, LoopNet, or similar platforms is a plus
  • Comfortable working independently while supporting a high-performing, fast-paced team
  • Problem-solving mindset and willingness to jump in wherever needed to support deal flow

 

Benefits:

  • Paid training, holidays, and vacations
  • Company perks, like breakfast and lunch provided, as well as fitness accommodations
  • Company-sponsored 401(k)
  • Medical, dental, and life insurance

 

Schedule:

  • 8-hour shift

 

All salary estimates are provided by ZipRecruiter, not Phoenix. Phoenix is committed to offering a competitive salary based on experience.

Job Tags

Work at office, Shift work

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