Top 345 Coordinator, financial planning and analysis Jobs in Sarasota, Fl

Transaction Coordinator & Agent Experience Manager
The Agency Sarasota —Sarasota, FL
- $20 - $25 an hour
- Part-time
- Mid-level
- Office
- Organizational skills
Quick Apply
MDS Coordinator and Case Manager
Pines of Sarasota —Sarasota, FL
- $38 - $41 an hour
- Full-time
- Background check
- Skilled nursing facility
- RN License
- Health insurance
- Dental insurance
Quick Apply
Medical Assistant - Clinical Care Coordinator I - FPG Cardio & Thoracic Surgery, Sarasota
Sarasota Memorial Health —Sarasota, FL
- No weekends
- Background check
- CPR Certification
- Microsoft Excel
Senior General Ledger (GL) Manager
Confidential —Sarasota, FL
- $90,000 - $110,000 a year
- Full-time
- 6 years
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Purchasing Coordinator
John Cannon Homes —Sarasota, FL
- $55,000 - $65,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
Quick Apply
5d
LPN - Clinical Care Coordinator II - FPG Gynecological Oncology, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Nursing
Closing Manager — Transaction Coordinator
The House Match Team —Lakewood Ranch, FL
- From $55,000 a year
- Full-time
- Mid-level
- Office
- Residential
- Health insurance
- Dental insurance
Quick Apply
Medical Assistant - Clinical Care Coordinator I - FPG OB/GYN, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Microsoft Excel
Medical Assistant - Clinical Care Coordinator I - FPG Silverstein Institute (ENT), Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Microsoft Excel
Sr Analyst Treasury
PGT Industries —Nokomis, FL
- $98,000 - $125,000 a year
- Full-time
- Oracle
- 5 years
- Office
- Store discount
- Paid holidays
Quick Apply
Float Patient Care Coordinator / Chiropractic Assistant
RejuvenX —Sarasota, FL
- $18 - $20 an hour
- Full-time
- Background check
- Spanish
- High school diploma or GED
Quick Apply
8d
Medical Assistant - Clinical Care Coordinator I - FPG Pulmonology, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Microsoft Excel
LPN - Clinical Care Coordinator II - FPG Neuro Interventional Surgery & Vascular Neurology, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Nursing
LPN - Clinical Care Coordinator II - FPG Family Practice @ Gulfgate, Sarasota
Sarasota Memorial Health —Sarasota, FL
- No weekends
- Background check
- CPR Certification
- Nursing
Medical Assistant - Clinical Care Coordinator I - FPG Pulmonology, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Background check
- CPR Certification
- Microsoft Excel
Culture & Engagement Coordinator
RITE Technology —Sarasota, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
1d
Medical Assistant - Clinical Care Coordinator I - FPG Urology at Venice
Sarasota Memorial Health —Venice, FL
- Background check
- CPR Certification
- Microsoft Excel
Property Sales Coordinator
RHP Properties —Bradenton, FL
- Full-time
- Microsoft Outlook
- Customer service
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
11d
Medical Assistant (Clinical Care Coordinator I) - FPG Laryngology, Sarasota
Sarasota Memorial Health —Sarasota, FL
- Monday to Friday
- Background check
- CPR Certification
- Microsoft Excel
Referral & Scheduling Coordinator (Healthcare – In Person)
FYZICAL LLC —Venice, FL
- $17.50 - $18.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Paid holidays
- Disability insurance
Quick Apply
10d

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Transaction Coordinator & Agent Experience Manager

The Agency Sarasota
Sarasota, FL

Quick Apply

Job Details

Part-time
$20 - $25 an hour

Qualifications

Customer communication
Teamwork
Interpersonal skills
Content editing
Attention to detail
Organizational skills
Productivity software
Grammar Experience
Real estate transaction management software
Time management

Full Job Description

We are hiring for the hybrid role of Agent Experience Manager (AEM) and Transaction Account Manager (TAM). This is an opportunity to really become an integral part of what we are hoping to create with our company which is a culture and environment where everyone feels supported and can thrive.

Both roles are an integral part of our team and perform various functions to drive company success and the growth of our Agents’ business. The best candidates for these roles should have a team player mindset and will be able to contribute to their office's successes by being the pillar of support for anything “The Agency”. In addition to this position's primary responsibilities, this candidate must exemplify characteristics of the company's core values, demonstrating a commitment to integrity, collaboration, and innovation.

Position Summary - the duties of your position will be quite varied and from day to day.

As an Agent Experience Manager, your responsibilities will include:

Act as the Agent’s relationship manager and main point of contact for all requests, helping solve problems and escalating as needed while liaising with marketing and other departments;
Responsible for assisting with the onboarding process for new agents;
Act as an ambassador of The Agency, welcoming agents and visitors at our office;
Responsible for assisting new agents in adapting to our company culture and working with agents to increase awareness of available initiatives;
Manage listing transfers throughout the onboarding process;
Continue to build on The Agency’s strong foundation of customer service, ensuring our agents are passionate about The Agency;
Provide training, direction, and outstanding customer service to support agent workflow within our proprietary and third-party software systems;
Maintain and build relationships with agents to support the growth of their business;
Ensure day-to-day high priority issues are resolved thoroughly with a strong customer-service mindset;
Ensure listing compliance with regulatory and brand guidelines;
Maintain databases on behalf of Agents;
Regular, proactive and effective communication with other admin, Agents, management and the marketing team to bring listings to market, both at your primary office but also at others;
Management of Multiple Listing Service (MLS) and regular updates of same as may be required;
Adherence to local rules and regulations from DBPR as well as the various associations and their applicable MLS’s;
Complete facility management tasks, including keeping of track of general office and business supply needs, equipment troubleshooting & repair coordination;
Overseeing general office appearance and maintenance issues to ensure the office is tidy and always well presented;
Answering phones, taking and relaying messages, booking showings and home inspections, preparing listing paperwork, compiling MLS data sheets, preparing offer paperwork, collecting showing feedback, communicating with external agents about our listings, assisting with client communication and updates, updating databases and monitoring workflows, coordinating couriers and deliveries, facilitating paperwork via email, DotLoop and Docusign, etc;
Communicating with our other Admin to ensure everyone is providing the best level of service to our Agents;
Assisting our Transaction Department when necessary with absolute discretion in entering and reconciling anything and everything as it pertains to closing transactions, reconciliations, audits and compliance;
Other duties as may be requested by our Chief Agent Experience Manager or leadership team.

As a Transaction Account Manager, your responsibilities will include:

Manage and monitor transaction deadlines for critical milestones, such as closing dates;
Review contracts to ensure all necessary documents are complete, accurate, and signed by all parties involved in the transaction;
Coordinating with agents, other admin and title/escrow to manage the closing process;
Communicating with clients and agents and acting as a liaison between buyers, sellers, agents, lenders, and other parties involved in the transaction to ensure clear and timely communication;
Ensure compliance and verify that all required documents and forms are included to comply with legal and regulatory requirements;
Tracking transaction status and maintaining detailed records of each transaction’s progress and providing regular updates to agents, clients, and other relevant parties as needed;
Organizing, scanning and storing all necessary transaction documents and other file requirements;
Preparing closing documents and ensuring all paperwork is ready close of escrow;
Update and manage client records in the brokerage’s CRM or document management system, adhering to applicable privacy laws;
Providing administrative support to agents from a transaction perspective such as drafting documents and ensuring compliance with regulatory bodies;
Assist with commission disbursements in compliance with state laws and brokerage policies, ensuring timely payment to agents,
Other duties as may be requested by our Chief Transaction Account Manager or leadership team.

Required Skills:

Experience with Lonewolf Transaction Software
Experience with showing systems
Experience with DotLoop
Impeccable grammar, proofreading and copyediting skills
Highly detail-oriented with a keen attention to detail
Strong written, verbal and interpersonal communication skills across all levels of the organization (internal and client-facing)
Proficient in Microsoft Office and Google Suite of software
Exceptional organization and time management skills
Ability to juggle multiple competing priorities
Able to effectively work under pressure and meet deadlines in a fast-paced, results-driven environment
Proven ability to gain trust and respect by consistently demonstrating sound critical-thinking skills and maintaining composure in stressful situations
Exceptional initiative and follow-through skills
Taking initiative and knowing what needs to be done and operating with a sense of urgency, focus and discipline
Being able to manage different and difficult personalities, expectations and situations

We truly are a fast-paced, dynamic, ever-changing and evolving work environment where our number one priority is to deliver extraordinary service to our clients and Agents while having some fun along the way!

Pay: $20.00 - $25.00 per hour

Application Question(s):

Do you have any experience working at a real estate company?

Work Location: In person

Quick Apply

Refine Your Search

coordinator, financial planning and analysis jobs in sarasota, fl

Transaction Coordinator & Agent Experience Manager

MDS Coordinator and Case Manager

Medical Assistant - Clinical Care Coordinator I - FPG Cardio & Thoracic Surgery, Sarasota

Senior General Ledger (GL) Manager

Purchasing Coordinator

LPN - Clinical Care Coordinator II - FPG Gynecological Oncology, Sarasota

Closing Manager — Transaction Coordinator

Medical Assistant - Clinical Care Coordinator I - FPG OB/GYN, Sarasota

Medical Assistant - Clinical Care Coordinator I - FPG Silverstein Institute (ENT), Sarasota

Sr Analyst Treasury

Float Patient Care Coordinator / Chiropractic Assistant

Medical Assistant - Clinical Care Coordinator I - FPG Pulmonology, Sarasota

LPN - Clinical Care Coordinator II - FPG Neuro Interventional Surgery & Vascular Neurology, Sarasota

LPN - Clinical Care Coordinator II - FPG Family Practice @ Gulfgate, Sarasota

Medical Assistant - Clinical Care Coordinator I - FPG Pulmonology, Sarasota

Culture & Engagement Coordinator

Medical Assistant - Clinical Care Coordinator I - FPG Urology at Venice

Property Sales Coordinator

Medical Assistant (Clinical Care Coordinator I) - FPG Laryngology, Sarasota

Referral & Scheduling Coordinator (Healthcare – In Person)

I want to receive the latest job alert for coordinator, financial planning and analysis in sarasota, fl

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