Licensed Transaction Coordinator & Client Intake Specialist

Responsibilities

• Manage all administrative aspects of buyer and seller transactions from executed contract through closing, with transaction coordination always as the top priority
• Track and manage all critical deadlines, contingencies, inspections, appraisals, and closing timelines
• Review contracts and transaction documents for completeness, accuracy, required signatures, and dates
• Coverage of communication between agents, clients, lenders, title companies, inspectors, and other transaction stakeholders
• Schedule inspections, appraisals, and closing appointments; track inspection responses and repair documentation (agents handle negotiation)
• Ensure all escrow-related documentation is received and completed, including title, appraisal, and mortgage loan documents
• Enter, maintain, and update all client and transaction information in the CRM and transaction management system
• Submit complete and compliant transaction files to the office broker and maintain accurate records for brokerage and state compliance
• Provide proactive updates to clients regarding transaction status, timelines, and next steps to ensure a smooth closing experience
• Answer inbound buyer and seller inquiry calls in a professional and timely manner
• Gather structured intake information, including timeline, motivation, property details, and financing status
• Accurately document all intake information in the CRM
• Route qualified leads to agents based on established team guidelines
• Schedule appointments when criteria are met and hand off to agents appropriately

About the role

Justin Udy & Team is seeking a full-time, highly organized transaction coordinator & client intake specialist to effectively assist our valued home buyers and sellers from contract to close while supporting client intake calls and structured follow-up. This is a process-driven role ideal for someone who thrives on organization, communication, and consistency. Applicants should enjoy helping people and continually learning how to streamline our process.

Compensation

$50,000 - $58,500/year

About Justin Udy & Team

Our mission is to provide a first-class experience and genuinely help people. Period. We assist and educate clients and help them build wealth through real estate. Justin Udy & Team is ranked in the top 1% in sales in Utah. With $50M+ in gross sales, we are growing and expanding our dynamic team.