Transaction Manager

3 weeks ago

Atlanta, United States Westwood Financial Full time

Job Summary


This position is responsible for the day-to-day transaction management. Administrative responsibilities include drafting LOI, providing schedules for contracts, coordination of due diligence material, calendar management, monitoring internal/external workflows to ensure consistent quality of service and work product.



Key Responsibilities


Dispositions –

  • Maintain disposition pipeline, actively engage with Operations to ensure leasing and management activities are occurring in concert with a planned disposition
  • Coordinate BOV process with outside brokers and provide appropriate materials
  • Prepare hold/sell materials and work with SVP to submit to Investment Committee
  • Review offering memorandums for accuracy and messaging
  • Liaise heavily with property management and accounting to address Tenant issues pre-marketing and throughout Buyer’s diligence; act as a strategic buffer between property operations and buyer
  • Coordinate all document execution (CA’s, LOI’s, Access Agreements, PSA, Estoppels, SNDA’s, etc.)
  • Coordinate internally with Capital Markets to ensure asset’s loan is prepared for sale
  • Prepare prorations, review closing CAM reconciliation, closing statement. Work with attorneys and title company to ensure buyer and seller parties have appropriate items in place for closing
  • Ensure post-closing obligations are occurring in concert with contract requirements; ensure entity dissolution occurs as needed
  • Acquisitions –
  • Oversee engagement and scheduling third party vendors (physical, environmental, property tax, zoning, lease abstracts, ADA, Property Insurance, etc.), collaborating with Director of Construction as needed
  • Responsible for all due diligence; ensure all questions are answered and ensure information flow is efficient. Bring material matters to SVP’s attention
  • Work with leasing, property management, and accounting post-closing to ensure successful onboarding and drafting transition memos
  • Assist in preparation of underwriting and other associated materials
  • Oversee all closing mechanics (document review, closing statement, etc.) and coordinate resources to satisfy closing conditions
  • Work with accounting post-closing to ensure post-closing conditions are met relative to funds per contract
  • Other –
  • Coordinate with legal counsel to ensure transactions are completed in a tax efficient manner, consistent with legal requirements and liquidity needs
  • Review all Transactions related invoices, and input into AVID for SVP approval; ensure costs remained tracked
  • Track critical dates for all transactions
  • Prepare Investment Committee memorandum for Acquisitions
  • Assist heavily with annual NAV (aggregate information internally and communicate with brokers)
  • Complete various ad-hoc analyses as requested
  • Coordinate legal review of all documents
  • Serve as an active participant in contract negotiations
  • Assist with the development of standard forms and procedures


  • Provide suggestions for process and technical improvements related to the transaction process.
  • Ensure Certificates of Insurance have been collected on acquisitions/dispositions as required
  • Ensure all wire transfers are setup and/or received as required


Qualifications (Knowledge/Skills/Abilities/Experience)


  • Bachelor’s degree with five plus years of experience in commercial transaction management
  • Due Diligence and Transaction management
  • Ability to develop and maintain strong broker relationships
  • Excellent verbal and written communication skills
  • This person will be a proactive, self-starter. An intelligent, strategic thinker and a ‘quick study’ who is nimble and adaptable
  • Ability to plan, organizes, and prioritizes multiple tasks within a defined time period
  • Excellent interpersonal skills
  • A team-player mentality
  • Proficient in Excel, Word, and Argus Enterprise
  • MRI experience, a plus


Reports To

  • SVP of Transactions

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