Top 15 Estate transaction coordinator Jobs in Walnut Creek, Ca

Sales Coordinator
CrossCountry Mortgage, LLC —Walnut Creek, CA
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Research
- Wellness program
- Disability insurance
8d
Brokerage Coordinator
Cushman & Wakefield —Walnut Creek, CA
- $29.75 - $35.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Basic math
- Health savings account
- Disability insurance
Quick Apply
Accounts Payable Coordinator
Brookfield Properties —San Ramon, CA
- $65,000 - $75,600 a year
- Full-time
- 5 years
- Writing skills
- Research
- Paid parental leave
- Health insurance
Real Estate Program Coordinator
Anthropic —San Francisco, CA
- $185,000 a year
- Hybrid work
- 5 years
- Mid-level
- Office
- Parental leave
- Flexible schedule
Property Manager – Affordable Senior Housing
Barcelon Associates Management Corporation —San Francisco, CA
- $100,000 - $110,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
8d
Director of Agent Services
Keller Williams Tri Valley —Pleasanton, CA
- From $52,000 a year
- Full-time
- Google Workspace
- Mid-level
- Office
Quick Apply
9d
Top Producing California Real Estate Team | Leads | Training, Mentoring, Coaching
Truvi Realty —Vallejo, CA
- $90,677 - $205,071 a year
- Part-time
- Customer service
- No background check
- Mid-level
- Health insurance
- Employee assistance program
Quick Apply
Real Estate Project Manager
Anthropic —San Francisco, CA
- $185,000 a year
- Hybrid work
- Google Workspace
- 7 years
- Office
- Parental leave
- Flexible schedule
Program Analyst (Public Records Specialist)
The State Bar of California —San Francisco, CA
- $92,960 - $123,943 a year
- Full-time
- Hybrid work
- Word processing
- Writing skills
- Mid-level
Quick Apply
Alterations Coordinator
Neiman Marcus —San Francisco, CA
- $19.61 - $25.00 an hour
- Full-time
- Mid-level
- Administrative experience
- Cash register
- Disability insurance
- Health insurance
Managing Director Residential Real Estate
The Deason Group —San Francisco, CA
- $150,000 - $170,000 a year
- 5 years
- Office
- Residential
- Paid holidays
- Health insurance
Quick Apply
California Public Records Specialist (Paralegal or Analyst)
State Bar of California —San Francisco, CA
- $76,282 - $126,422 a year
- Full-time
- Hybrid work
- Word processing
- Writing skills
- Basic math
Project Manager - Property Condition Assessments (PCA)
Partner Engineering and Science Inc. —Oakland, CA
- $75,000 - $120,000 a year
- Full-time
- 5 years
- Writing skills
- English
- Health insurance
- Dental insurance
Quick Apply

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Brokerage Coordinator
Cushman & Wakefield —Walnut Creek, CA
Receives and directs incoming calls to appropriate parties. Comfortable with and embracing of new technologies and digital tools; such as Apps, databases,…
$29.75 - $35.00 an hour
Quick Apply
Sales Coordinator
CrossCountry Mortgage, LLC —Walnut Creek, CA
Review new pre-approvals, purchase contracts, and funded loans to identify buyer agents and listing agents who are not established partners and provide the…
8d

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Sales Coordinator

CrossCountry Mortgage, LLC -
Walnut Creek, CA

Apply Now

Job Details

Full-time
8 days ago

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
401(k)
Employee assistance program
Vision insurance

Qualifications

Customer records maintenance
Confidential information handling
Microsoft Excel
Office activity coordination
Client onboarding
Microsoft Outlook
Sales collateral development
Referral-based lead generation
Educational events
Sales referrals
Zoom
Real estate referral programs
Executive administrative support
Research
Mid-level
High school diploma or GED
Sales presentations
Client database systems
Post-sales client support
Client retention
Task prioritization
Decision making
Microsoft Teams
Relationship management
Event setup
CRM system proficiency
Video conferences (communication methods)
Managing executive calendars
Associate's degree
Customer interaction during outreach

Full Job Description

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Sales Coordinator provides administrative, sales, and relationship support for Account Executives and sales leadership. This role coordinates the systems used to develop and support real estate referral-partner relationships, including appointments, partner research, CRM management, activation and welcome activities, marketing requests, open-house support, events, and post-closing follow-up. The Sales Coordinator exercises sound judgment, manages multiple priorities, and ensures sales commitments and partner requests are completed accurately and on time. This role provides local support and does not provide mortgage advice or perform loan processing functions.

Job Responsibilities:

Coordinate, schedule, and confirm business-development meetings, Realtor presentations, partner appointments, office visits, open houses, and events using Outlook, Teams, Zoom, and other approved platforms.
Research real estate agents, teams, production, brokerage and office affiliations, listings, referral history, and existing relationship information; prepare concise meeting briefs for Account Executives.
Maintain accurate CRM records, including contact information, relationship status, notes, activities, referral source, partner ownership, next steps, and follow-up tasks.
Coordinate the onboarding and activation of new referral partners, including welcome materials, appointments, approved resources, communication-list enrollment, and follow-up activities.
Monitor and organize designated Account Executive email and calendar workflows; identify appointments, partner requests, commitments, and time-sensitive issues, and draft routine communications using approved templates.
Create or coordinate approved, template-based financing flyers, listing and open-house materials, presentations, and other partner resources; route custom marketing requests to the appropriate team member.
Proactively contact partners regarding support for new listings, open houses, newsletters, text campaigns, database outreach, door-knocking campaigns, client education, and other approved business-development activities.
Assist with Realtor presentations, educational programs, networking events, office meetings, and partner-appreciation activities, including invitations, registration, materials, setup, supplies, attendee tracking, and follow-up.
Coordinate approved birthday, holiday, closing, and recognition outreach, including cards, communications, mailing, and completion tracking.
Run the approved post-closing relationship checklist to confirm borrowers and transaction partners are added to applicable long-term marketing, retention, and relationship programs.
Review new pre-approvals, purchase contracts, and funded loans to identify buyer agents and listing agents who are not established partners and provide the Account Executive with information for timely outreach.
Track outstanding commitments and partner requests through completion; prepare routine activity reports and escalate delays, service concerns, or relationship risks as appropriate.

Qualifications and Skills:

High school diploma or equivalent; associate’s or bachelor's degree, preferred.
Experience in sales support, executive support, customer service, marketing coordination, office administration, event coordination, or a related role.
Experience with CRM systems, preferred.
Excellent communication skills, including preparing clear, professional, and grammatically correct emails.
Excellent organization, prioritization, time management, and follow-through skills.
Skilled in managing multiple requests and deadlines simultaneously.
Skilled in working independently and exercising sound judgment in a dynamic environment.
Skilled in handling confidential information with discretion and escalating sensitive or complex matters appropriately.
Proficiency with Microsoft Office, including Outlook, Word, Excel, Teams, and PowerPoint.
Local availability and flexibility to attend meetings, open houses, partner offices, and occasional early-morning, evening, or weekend events as needed.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Apply Now

Refine Your Search

estate transaction coordinator jobs in walnut creek, ca

Sales Coordinator

Brokerage Coordinator

Accounts Payable Coordinator

Real Estate Program Coordinator

Property Manager – Affordable Senior Housing

Director of Agent Services

Top Producing California Real Estate Team | Leads | Training, Mentoring, Coaching

Real Estate Project Manager

Program Analyst (Public Records Specialist)

Alterations Coordinator

Managing Director Residential Real Estate

California Public Records Specialist (Paralegal or Analyst)

Project Manager - Property Condition Assessments (PCA)

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