Licensed Transaction Coordinator Client Intake Specialist

Justin Udy & Team is seeking a highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process.

Sound like something you’d love? Apply now!

• Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority.
• Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines.
• Review contracts and transaction documents for completeness, accuracy, required signatures, and dates.
• Coordinate communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders.
• Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation).
• Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents.
• Enter, maintain, and update all client and transaction information in the CRM and transaction management system.
• Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance.
• Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience.

• Answer inbound buyer and seller inquiry calls in a professional and timely manner.
• Gather structured intake information, including timeline, motivation, property details, and financing status.
• Accurately document all intake information in the CRM.
• Route qualified leads to agents based on established team guidelines.
• Schedule appointments when criteria are met and hand off to agents appropriately.

• A valid Real Estate License is required for this job.
• Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued.
• High school diploma required;
  Associate’s degree preferred.
• Applicants must possess exceptional organizational, verbal, and written skills.
• Driven by a desire to provide excellent customer service and a great customer experience.

$48,000 per year