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Transaction Manager

Job Description - Transaction Manager

Greysteel, a rapidly growing national commercial real estate firm dedicated to delivering tailored capital event solutions, is seeking a Transaction Manager to join our highest performing advisor teams. This role reports directly the Transaction Management Leader and plays a critical part in supporting the execution of commercial real estate investment sales and debt/equity placement transactions. 

The ideal candidate will be an organized, detail-oriented professional with strong communication skills, a collaborative spirit, and a passion for driving operational excellence within a high-performance team. 

Key Responsibilities: 
  • Pipeline Management: Oversee and coordinate the advisor team’s pipeline of proposals and active transactions, with a focus on investment sales and financing. Experience with Affordable Housing transactions (including LIHTC and Section 8) is preferred. 
  • Calendar Management: Track and manage critical dates, production milestones, and proposal/transaction deadlines to ensure timely execution. 
  • Team Collaboration: Serve as a key liaison between advisors, internal departments, and third-party stakeholders. Coordinate meetings, presentations, marketing timelines, property tours, and other transaction-related activities. 
  • Marketing Collateral: Partner with advisors, research staff, and the design team to produce high-quality offering memoranda, proposals, and marketing materials. 
  • Technical Support: Provide guidance on transaction processes, maintain internal databases and CRM systems, review documentation for accuracy, and support adoption of tools that improve workflow efficiency. 
  • Compliance: Audit deal files to ensure completeness and adherence to company and regulatory standards. 
  • Events & Conferences: Support planning and logistics for internal and external events, including industry conferences. 
  • Leadership: Manage and mentor junior Transaction Coordinators to ensure quality, consistency, and accuracy in all deliverables. 
Qualifications
  • Minimum of 3 years’ experience in commercial real estate transactions; experience with Affordable Housing product is a strong plus. 
  • Bachelor’s degree in business, finance, real estate, or a related field preferred. 
  • Exceptional organizational, time management, and multitasking abilities. 
  • Strong written and verbal communication skills. 
  • High attention to detail with a proactive and solution-oriented mindset. 
  • Ability to manage projects independently while also collaborating across teams. 
  • Experience with CRM systems, databases, and transaction tracking tools. 
  • Leadership experience and a demonstrated ability to mentor and delegate effectively. 
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