Jobs · Finance · Texas

Senior Transaction Manager

Cresa · Dallas, TX · 1 wk ago
FinanceFull-time

About the Role

As a Senior Transaction Manager at Cresa, you’ll provide high-quality transaction and account support as well as financial, market, and portfolio analytics to inform and support our clients' real estate decision-making. You’re a natural leader and problem solver with exceptional analytical and organizational skills, constantly seeking to achieve better results.

Responsibilities

  • Assist with the implementation of portfolio plans that align with client’s real estate goals and objectives.
  • Collaborate with brokerage professionals to ensure effective negotiations of business terms for a wide variety of transactions including lease, sale, sublease, and purchase.
  • Manage the flow of key documentation and client communications.
  • Oversee revenue tracking of all transactions.
  • Maintain a database of transaction activity.
  • Ensure accuracy of all transaction reports.
  • Present transaction activity to clients.
  • Lead and/or facilitate client meetings.
  • Assist in measuring transactional performance.
  • Coordinate negotiations and management of transactions.
  • Coordinate legal review of all client leased/owned documents.
  • Ensure accuracy of financial data and reporting.
  • Review lease documents, write lease summaries and abstracts, and review other materials as part of the due diligence process.
  • Deliver on client-driven priorities, tracking progress and milestones.
  • Develop analytics models and methodologies using a variety of data points to create informed recommendations for clients.
  • Analyze business performance data and budgets for executive-level operations reporting.
  • Review critical dates, evaluate contract options, and provide recommendations.
  • Create and implement reports including but not limited to: Requests for Proposals (RFPs), Market Comps, Business Case, Location Analysis, etc.
  • Support all transaction activity, preparing forecasts and savings results reporting.
  • Apply critical thinking and market knowledge to assist with unique client-specific research requests such as strategic planning, portfolio reviews, and highest and best use analyses.
  • Summarize and communicate analytic findings, insights, and recommendations via executive-level summary documents and presentations.
  • Complete other client-driven initiatives to support their internal real estate needs.

Requirements

  • Prior experience managing transactions for commercial real estate services.
  • Strong writing, editing, and proofreading skills—attention to detail is critical.
  • Excellent project management and organizational skills.
  • Ability to work independently and manage competing deadlines.
  • Strong interpersonal skills and proven experience working with cross-functional teams.
  • Ability to work across multiple time zones to accommodate global initiatives.

Qualifications

  • Bachelor’s Degree (or relevant industry experience).
  • Minimum 7 years of work experience in commercial real estate.
  • Active real estate license in state of residence.
  • Advanced proficiency in MS Office (MS Word, MS Excel, MS PowerPoint, and Outlook). Advanced MS Excel proficiency is a must.
  • Advanced proficiency in Smartsheet and Salesforce reporting preferred.
  • Experience with lease administration platforms (CoStar, Visual Lease, Lease Harbor, etc).

Physical Requirements

This position will sit in office with the client 1-2 days a week. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.

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