Top 63 Transaction coordinator Jobs in Newport Beach Ca

Transaction and Document Coordinator (Equipment Finance)
First National Capital Corp. —Irvine, CA
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health savings account
- Health insurance
Quick Apply
Inside Sales Representative | Real Estate [Salary Guarantee's in Place]
SoCal Home Buyers —Fountain Valley, CA
- $80,000 - $110,000 a year
- Full-time
- 5 years
- Office
- Administrative experience
- Paid time off
Quick Apply
3d
Transaction Coordinator
Keller Williams Anaheim Hills | Yorba Linda —Orange, CA
- $40,000 - $85,000 a year
- Mid-level
- Office
- High school diploma or GED
- Profit sharing
Quick Apply
Part-Time Project Coordinator
WSP —Irvine, CA
- $33.13 - $50.10 an hour
- Part-time
- Background check
- 7 years
- Microsoft Excel
- Paid parental leave
- Disability insurance
Transaction Coordinator
Compass —Laguna Niguel, CA
- $32 - $35 an hour
- Bachelor of Science
- Office
- Real Estate License
- Paid holidays
- Disability insurance
Quick Apply
Transaction Coordinator
US AMR-Jones Lang LaSalle Americas, Inc. —Irvine, CA
- $75,000 - $80,000 a year
- Online Application
- Background check
- Microsoft Excel
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
8d
Transaction Coordinator
Modus Closing —Orange County, CA
- $32 - $35 an hour
- Bachelor of Science
- Office
- Real Estate License
- Paid holidays
- Disability insurance
Project Rebound Coordinator (Administrative Support Coordinator I)
California State University —Fullerton, CA
- Online Application
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Dental insurance
2d
Transaction Coordinator
Lion Technology Finance —North Tustin, CA
- $51,175.66 - $61,630.90 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
2d
Administration and Marketing Coordinator - Commercial Real Estate
Colliers International —Irvine, CA
- $70,304 - $73,316 a year
- Full-time
- Marketing
- Office
- Administrative experience
4d
Administrative Clerk Senior (Business Services)
Coast Community College District —Huntington Beach, CA
- $55,725.63 - $75,128.45 a year
- Weekends as needed
- Word processing
- Writing skills
- English
- Paid jury duty
- AD&D insurance
3d
Client Services Coordinator
ORION Property Partners —Irvine, CA
- Microsoft Word
- Bachelor of Science
- Mid-level
Real Estate File Manager & Marketing Coordinator
The Apodaca Group Powered by Compass Real Estate —Dana Point, CA
- From $25 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Flexible schedule
Quick Apply
8d
Intake Coordinator
CareConnect Health Services Inc —Costa Mesa, CA
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- COVID-19 protective measures
Quick Apply
Mortgage Transaction Coordinator & Sales and Administrative Assistant
Wilshire Finance Partners —Irvine, CA
- $60,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Patient Access Coordinator
Hanger, Inc. —Fountain Valley, CA
- $23 - $25 an hour
- Computer literacy
- Administrative experience
- High school diploma or GED
Quick Apply
Client Care Coordinator
SkinSpirit —Long Beach, CA
- $20 - $28 an hour
- Full-time
- Microsoft Outlook
- Sales
- Computer literacy
- Paid holidays
- Health insurance
External Relations Support Coordinator *Internal Only*
California State University —Dominguez, CA
- Weekends as needed
- Background check
- High school
- Mid-level
- Health insurance
- Dental insurance
3d
Client Service Coordinator
Colliers International —Irvine, CA
- $25.09 - $32.76 an hour
- Full-time
- Marketing
- Office
- Administrative experience
SBA Associate
City National Bank —Irvine, CA
- $78,970 - $126,140 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance

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Transaction and Document Coordinator (Equipment Finance)

First National Capital Corp.
Irvine, CA

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
Professional development assistance
Life insurance

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
High school diploma or GED
Bachelor's degree
Attention to detail
Sales management systems proficiency
Organizational skills
CRM system proficiency
Document management

Full Job Description

Company Description

We're the architects of CapEx capital. First National Capital designs and delivers creative private-credit solutions for mid-sized and large companies—beyond the limitations of traditional lending. With more than $4.5B funded across equipment, technology, aircraft, and complex projects, clients trust our independent capital strength, speed of execution, and advisory mindset to get high-stakes deals done.

The Opportunity

We're hiring entry-level documentation professionals to begin a career in equipment finance. You'll provide critical support to our Documentation team, learning the fundamentals of commercial lease and loan documentation while handling essential administrative and coordination tasks. This is your entry point into the equipment finance industry with a clear path to advance into Documentation Specialist and ultimately Documentation Administrator roles.

This is a foundational role designed for someone eager to learn equipment finance, develop strong organizational skills, and build expertise in transaction documentation and execution.

What You'll Do

Support Documentation Specialists and Administrators

Assist with commercial equipment lease and loan documentation throughout the transaction lifecycle
Prepare documentation for lease and loan transactions in accordance with company standard operating procedures
Log new transactions upon receipt of Letter of Intent and deposit
Communicate effectively with sales, syndication, and external parties to gather information required for accurate documentation
Ensure documents are properly executed and files are maintained in an organized, complete manner
Keep deal-specific notes and status updated in CRM systems

Handle UCC filings and lien searches

Prepare and file UCC Financing Statements
Order and review UCC lien searches, identifying conflicts and potential issues
Obtain non-interest letters, release letters, and subordination agreements from lienholders
Review UCC Financing Statements and company status changes; take necessary action
Coordinate with Documentation Specialists and Administrators on complex lien situations

Manage insurance and titling coordination

Request and review insurance certificates for accuracy and completeness
Monitor and track insurance certificate renewals
Coordinate equipment titling process with third-party services
Ensure proper documentation of insured assets and title perfection

Coordinate vendor invoicing and payments

Enter vendor invoices into tracking systems
Verify wire instructions and confirm payment amounts
Track vendor payments and notify clients/vendors when disbursements are completed
Reconcile vendor invoices and proof of payments as applicable
Maintain organized tracking systems for payment status

Maintain systems and follow-up processes

Input and update transaction data in LeasePlus and Salesforce throughout the deal lifecycle
Maintain effective processes to ensure follow-up items are received and cleared promptly
Interface with accounting and other departments to gather lease/loan transaction information
Track and resolve pre-funding and post-funding documentation exceptions
Provide favorable customer service by professionally resolving client and vendor issues

What You'll Bring

Required:

2+ years related work experience in similar capacity and/or the equipment leasing and finance industry
High school diploma or equivalent (Bachelor's degree or equivalent experience preferred)
Proficient with Microsoft Office programs (Word, Excel, Outlook)
Working knowledge of CRM systems (Salesforce.com preferred)

Professional attributes:

Highly organized with strong attention to detail
Self-motivated and self-starter with a sense of urgency
Ability to work independently and remain professional in high-stress, high-volume work environment
Ability to multi-task and prioritize while meeting tight deadlines
Solid interpersonal skills with ability and confidence to interact with all departments and clients
Excellent written and verbal communication skills
Ability to deliver quality and accurate work consistently
Customer-focused approach to resolving client and vendor issues

How Success Will Be Measured

Execution quality:

Accurate UCC filings with minimal errors or rejections
Complete and organized documentation files that meet audit standards
Timely completion of assigned administrative tasks

Support effectiveness:

Positive feedback from Documentation Specialists and Administrators on quality and responsiveness
Proactive communication on potential issues or missing items
Efficient coordination with vendors, clients, and internal teams

Systems & compliance:

Current, accurate data in Salesforce and LeasePlus
Follow-up items tracked and resolved within established timeframes
All administrative processes completed according to company standards

Professional development:

Growing knowledge of lease/loan documentation processes
Increasing ability to identify and resolve issues independently
Demonstrated readiness for Documentation Specialist role within 12-18 months

Why This Role Matters

Transaction and Document Coordinators are the foundation of the documentation team's success. You ensure that critical administrative tasks are executed flawlessly, allowing Documentation Specialists and Administrators to focus on complex transaction work.

When you succeed in this role:

Transactions move smoothly through the documentation process without delays
Files are organized and audit-ready, protecting the company's legal position
UCC filings and lien searches are completed accurately and on time
Vendors and customers receive professional, responsive service
You build the foundational knowledge needed to advance your career

This is where equipment finance careers begin. We're investing in teaching you the business from the ground up.

Growth Opportunities

Clear career progression path:

Transaction and Document Coordinator (12-18 months) → Learn equipment finance fundamentals and master administrative processes
Documentation Specialist (12-18 months) → Begin owning transactions independently with guidance
Documentation Administrator → Own full complexity transactions independently across all deal types

This position is the entry point to a clear career path. We're committed to promoting from within and providing the training, mentorship, and opportunities you need to advance.

Why First National

Clear career path from Coordinator → Specialist → Administrator with defined milestones
Hands-on training in commercial equipment finance from experienced team members
Entry point into a specialized industry with strong earning potential as you advance
Variety and learning across different industries, equipment types, and transaction structures
Investment in your development including professional development support and tuition reimbursement
Growing company where you can build a long-term career with increasing responsibility

Compensation & Benefits

Competitive base salary + performance-based annual bonus.

401(k), medical/dental/vision, HSA/FSA options, company-paid life insurance, PTO, tuition reimbursement, and professional development assistance.

Pay: $55,000.00 - $70,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Tuition reimbursement

Work Location: In person

Quick Apply

Refine Your Search

transaction coordinator jobs in newport beach ca

Transaction and Document Coordinator (Equipment Finance)

Inside Sales Representative | Real Estate [Salary Guarantee's in Place]

Transaction Coordinator

Part-Time Project Coordinator

Transaction Coordinator

Transaction Coordinator

Transaction Coordinator

Project Rebound Coordinator (Administrative Support Coordinator I)

Transaction Coordinator

Administration and Marketing Coordinator - Commercial Real Estate

Administrative Clerk Senior (Business Services)

Client Services Coordinator

Real Estate File Manager & Marketing Coordinator

Intake Coordinator

Mortgage Transaction Coordinator & Sales and Administrative Assistant

Patient Access Coordinator

Client Care Coordinator

External Relations Support Coordinator Internal Only

Client Service Coordinator

SBA Associate

I want to receive the latest job alert for transaction coordinator in newport beach ca

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