Brokerage Coordinator
CENTRAL WILLAMETTE · Texas
📍 Houston, Texas, USAvia workday
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Job Title
Brokerage Coordinator
Job Description Summary
The Brokerage Coordinator will report to the Director of Operations or Office Manager and will serve as the support for a fee-earner and/or team. This position is responsible for support of client service activities such as pitches and proposals, transaction support, and fee-earner administrative support. The Broker Coordinator will interact with various departments within the organization on behalf of the fee-earner to ensure they are able to meet the needs of their clients. In this capacity, the Broker Coordinator will be viewed as a direct line of communication to the fee-earner themselves. Job Description
Job Description
Essential Duties and Responsibilities
Manage database
Support content creation process with regards to timeline and production cycle
Coordinate with other departments based on the needs of the fee-earner
Support timeliness of deliverables
Provide sales and deal support
Key responsibilities
Pitch and Proposal Coordination
Coordinate with Marketing, Research, and Financial Analyst on behalf of fee-earner for the creation of pitch/proposal as needed
Attend strategy session with fee-earner and other departments as needed
Coordinate with Marketing on behalf of fee-earner and deliver necessary information for creation of content (graphic design, mapping, etc.)
Schedule meetings with fee-earner and other departments for review and feedback
Schedule meetings with prospect and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
Coordinate with Brokerage Specialist and/or Marketing on the production of pitch/proposal when outside vendor is required for printing
Perform basic data gathering, such as property searches and site selections, on behalf of fee-earner as appropriate
Populate template market documents, such as tour books, property flyers, and brochures
Schedule follow up meetings as necessary to review content
Other Service Delivery
Compile information to be used in periodic landlord leasing activity reports
Handle client contact lists, including database management
Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meeting with Prospect, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
Coordinate the development of flyers, eBlasts or collateral on behalf of fee-earner with the Production Design Team.
Maintain CRM
Update CRM system on behalf of fee-earner
Research potential conflict of new pursuits
Coordinate with fee-earner on the timely delivery of necessary information for CRM maintenance
Enter new leads and opportunities into the CRM system and update accordingly
Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
Review CRM with fee-earner to ensure the accuracy of the information
Coordinate Events and Conferences
Notify fee-earner of internal and external events and conferences
Register fee-earner for desired events
Coordinate travel and other logistics for fee-earner as necessary
Deal Documentation and Revenue Accounting
Follow up with all parties on the execution of deal related documents as required
Prepare deal related documents and provide to fee-earner for review, approval, and delivery
Coordinate with Legal for review and approval when template documents are insufficient
Create deal sheet and provide to fee-earner and Director of Operations for review and approval
Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
Close Deal in CRM as required
Maintain Databases
Support population of Internal Listing Database on behalf of fee-earner
Inputting new listings into database and uploading all required information to include but not limited to property, availability, and rental rate information
Updating existing listings in database
Removing inactive listings in database
Coordinate with fee-earner for the collection of necessary information
Coordinate with fee-earner for the timely collection of necessary information to maintain third party sites
Respond to Data Requests
Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information
Maintain calendar of due dates and follow up as necessary
Respond to requests under certain threshold, such as basic property or ownership searches
Background and Experience
Demonstrated experience should include:
Bachelor’s Degree
2-4 years’ experience in a professional organization
Proficiency in Microsoft Office applications
Proficiency in Adobe Pro and Adobe Sign
Proficiency in Adobe InDesign
Competencies
Strong written and oral communication skills
Ability to multitask
Ability to take direction from multiple sources
Good project management skills
Excellent attention to detail
Demonstrated aptitude to solve problems and navigate through obstacles
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The role participates in a rotation of office facilities services tasks.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75% of the time; and extend hands and arms in any direction.
OTHER DUTIES
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties,
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