Transaction Account Coordinator Job at Marcus & Millichap, Dallas, TX

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  • Marcus & Millichap
  • Dallas, TX

Job Description

About the Company:


Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.


Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.


Marcus & Millichap closes more transactions than any other real estate investment brokerage firm in the nation. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion.


The Brokerage Transaction Services Account Coordinator serves as a vital link between Agents and internal team members within Property Marketing, ensuring that communication, expectations, deliverables, and transaction coordination are seamlessly managed throughout each project. This role balances transaction coordination with marketing project oversight and is critical in driving client satisfaction and supporting the overall success of the Brokerage Transaction Services platform.


This is a hybrid position out of our Dallas office.


Job Responsibilities:
  • Workflow management and Asana oversight
  • Independently manage project workflows for all MMI-supported tasks via the MMI corporate Asana platform, including project setup, approval routing, task tracking, and deadline management.
  • Provide oversight of all agent marketing activities, ensuring that each project is initiated, tracked, and completed according to established standards and timelines.
  • Serve as the subject-matter expert on agent/team details, guiding decisions related to agent deliverables and maintaining accountability for the accuracy and integrity of all associated data and metrics.
  • Proactively assess client needs, identify opportunities for expanded support, and recommend service offerings that enhance agent success.
  • Foster strong relationships with agents and internal stakeholders, ensuring expectations are clearly communicated and deliverables are met with precision.
  • Investigate report and resolve agent-related escalations, collaborating closely with the Associate Director to address issues quickly and effectively.
  • Transaction and pipeline coordination.
  • Support transaction coordination activities, including out-of-jurisdiction paperwork, escrow, representation agreements, and listing submissions (not in marketing scope).
  • Oversee pipeline management by creating and managing prospective client distribution folders and tracking closings to ensure seamless transaction flow.
Qualifications:
  • 1 - 3 years of experience in Account Coordination, Transaction Coordination, Marketing Communications, or a related field preferred.
  • Exceptional customer service skills, ensuring the highest level of agent satisfaction.
  • Demonstrated experience in using task management systems such as Asana or Jira in a professional setting.
  • Technical proficiency to navigate digital platforms effectively.
  • Self-motivated, adaptable, and able to work independently or as part of a team.
  • Meticulous attention to detail and a process-improvement mindset.
  • Ability to multitask and work in a high-volume and fast-paced environment.
  • Must have or will be expected to become knowledgeable about the general Commercial Real Estate industry, including terminology.

Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Tags

Work at office, Local area,

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