Transaction Associate Resume Sample
Elna Wuckert
67806 Smitham Throughway,
New York,
NY
+1 (555) 955 6439
Work Experience
Transaction Associate
04/2018
-
PRESENT
Houston, TX
- Support client’s strategic planning process, project management activities, and cost savings reporting
- Pre UAT Readiness
- Document preparation, updating and distribution o Facilitate client meetings
- Provide administrative support to the account team
- Assist in the development of draft analyses, presentation materials and communications o Uses telephone in performance of day-to-day responsibilities
- Manage external services providers (audit, legal counsel, tax) as required
- Mentoring and coaching team members to build skills and knowledge to perform their roles
- Identify opportunities to improve and simplify AR processes and communicate them to management
- Maintain effective communication with other finance shared services, finance, and field personnel. Perform as an active member of the assigned team by supporting the efforts of team members and maintaining productive relationships with other teams and staff units
Associate, Transaction Coordination Group
11/2011
-
01/2018
Los Angeles, CA
- Assemble Information into a concise, thorough narrative description for purposes of loan request offering memorandums
- Investigate, analyze and communicate micro and macro-level location attributes of projects under consideration
- Review and analyze appraisal, property condition, survey, and misc. lender required third party documents
- Analyze and gather market and economic information such as rental and sales comparables, vacancy rates, and expense comparables in order to complete required market and economic analysis
- Verbally present transaction highlights to potential lenders in a concise and persuasive manner
- Support the Global Director of Real Estate Services in delivery of responsibilities related to client portfolio, active transactions,
- Experience in accounting required (at least two years work experience)
Client Transaction Associate
09/2008
-
09/2011
Houston, TX
- Strong customer service skills, including verbal and written communication, follow-through, issue resolution, relationship-building, courteous and timely service
- Basic knowledge of accounting. Detail-oriented
- Extensive working knowledge of Microsoft Office products including Word, Excel (vlookups, etc.), and Outlook
- Proven strong mathematical, verbal and written communication skills and excellent planning, organization and interpersonal skills
- Demonstrated attention to detail and ability to function under tight time frames and deliver work accurately and efficiently
- Handle projects at various stages and also demonstrating initiative
- Confirmed solid knowledge of MS Excel,Word, Power Point
Education
Globe University / Minnesota School of Business
2002 - 2007
Bachelor's Degree in Accounting
Professional Skills
- Proven strong mathematical, verbal and written communication skills
- Proven time management, organization and interpersonal skills
- Internet researching skills (e.g. MapQuest, CoStar, ability to find relative research articles about commercial real estate, etc
- Relevant business experience within commercial real estate or the equivalent, preferably Internship experience within the real estate industry
- Proven experience with MS Excel, Word and Power Point
- Proven experience with MS Excel, Word and PowerPoint
- Proven experience in MS Excel, Word, and PowerPoint
How to write Transaction Associate Resume
Transaction Associate role is responsible for research, organization, travel, reporting, training, securities, finance, commercial, coaching, mentoring.
To write great resume for transaction associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Associate Resume
The section contact information is important in your transaction associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Transaction Associate Resume
The section work experience is an essential part of your transaction associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous transaction associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular transaction associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Associate resume experience can include:
- Handle projects, function in a team-oriented setting as well as on own demonstrating strong initiative
- Relevant experience, entry level
- Relevant business experience within commercial real estate or the equivalent,
- Internship experience within the real estate industry
- Experience with HUD Healthcare
- One to five years of relevant business experience within commercial real estate or the equivalent
Education on a Transaction Associate Resume
Make sure to make education a priority on your transaction associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Transaction Associate Resume
When listing skills on your transaction associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical transaction associate skills:
- Experience in processing and closing commercial loans for a lender or another mortgage banking institution
- Experience in mortgage banking, banking and/or with a title company
- Demonstrated attention to detail and ability to function under tight time frames while delivering work accurately and efficiently
- Experience in Multi-family lending
- Three to five years of relevant business experience within commercial real estate or the equivalent
- Demonstrated ability to handle multiple projects at various stages of completion
List of Typical Skills For a Transaction Associate Resume
1
Skills For Associate, Transaction Coordination Group Resume
- Confirmed solid knowledge of MS Excel, Word, Power Point
- Demonstrated attention to detail and ability to function under tight time frames
- Demonstrated ability to handle multiple projects at the various stages of completion
- Understanding of real estate documents, including purchase and sale agreements, estoppels, SNDAs, leases, ALTA Surveys
- Function in a team-oriented setting while showing initiative and ability to work well on your own
- Function in a team-oriented setting while showing imitative and ability to work well on your own
2
Skills For Associate Transaction Manager Resume
- Knowledge of the real estate capital markets, current market dynamics, and an understanding of pros and cons associated with various capital sources
- Manage an individual or team
- One to five years of relevant business experience within commercial real estate or the equivalent, preferably internship experience within the commercial real estate industry
- Thorough understanding of real estate finance concepts such as NOI, cash on cash returns, IRR, present value, discounted cash flow, debt yield, and debt coverage
- Real Estate License in state of residence
- Advanced level of expertise in MS Excel, Word, Power Point, and Argus
- Handle multiple projects at various stages at one time
3
Skills For Client Transaction Associate Resume
- Proactively support the transaction manager in the review, execution and implementation of new transactions originated in the businesses, including the Offshore Banking Unit and Capital Financing
- Maintain transaction event diary to ensure all transaction obligations and covenants are completed by the required date, including all cash flows (e.g. maturities; receipts/payments; dividends/distributions)
- Update monthly transaction models for accounting and cash flow transactions, for recognition in NAB Group reporting. Prepare month end accounting journals for review, and posting journals in the general ledger. Prepare of reconciliations of month end models to general ledger, cash, and asset accounts
- Performing annual transaction reviews
- Processing real estate contracts
4
Skills For MYS Ctsm Kl-associate Transaction Capture Analyst Resume
- Processing commission payments
- Tracking contract deadlines
- Ensure compliance with reporting obligations for special purpose vehicles, including external audit process, board meetings, and tax reporting
- Document tracking for large volume of real estate transactions
- Maintain key relationships with internal and external stakeholders
- Proactively support day-to-day management and administration of transactions, including special purpose vehicles, ensuring compliance with legal, documentary, corporate governance, regulatory and transactional requirements
5
Skills For Junior Transaction Associate Resume
- Proactively support the transaction manager in the review, execution and implementation of new transactions originated by the businesses
- Digest detailed contracts and make informed decisions based on content
- Ensure real estate contracts are processed properly and in a timely matter, with a focus on the details
- Careful attention to file review requirements
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