Transaction Manager Resume Sample
Domenic Tremblay
317 Kessler Branch,
Chicago,
IL
+1 (555) 821 1761
Work Experience
Transaction Manager
07/2015
-
PRESENT
Boston, MA
- Act as point of contact for the client's Americas Real Estate team
- Develop and maintain strong relationships with our client’s global real estate team (GRE) to support strategy development, projects, transactions and corporate real estate services
- Leverage the JLL network to support enhanced reporting and market intelligence for strategic portfolio planning
- Understand deal measurement criteria to meet client’s goals
- Assist in the managing projects and reporting for leasing engagements throughout North America
- Throughout the real estate transaction process, (b) communicating the benefits of the platform to sellers and brokers, and (c) supporting the company’s mission to become the preeminent online marketplace for real estate sales
- Familiarity with commercial real estate and/or mortgage loan sale transactions including timelines, required documentation, and disclosures; Demonstrated sales support and consulting capabilities for real estate assets; Ability to present a professional image and demeanor to internal and external customers
Senior Transaction Manager
10/2009
-
03/2015
Houston, TX
- Communicate effectively both written and verbally with internal and external parties (i.e. sellers, buyers, and brokers); Proficiency with technology and various systems; Intermediate/advanced Microsoft Excel skills and basic knowledge of other Microsoft Office applications
- Work with clients to set business and real estate strategies and execute on those strategies
- Provide advice on key client transactions
- Lead regular client meetings and conference calls
- Identify, develop and implement improvements to client transaction management processes
- Foster client relationship
- Understanding of key GU complex transactions including capital markets (e.g. derivatives and prime services), complex structures (trusts, private label funds, PICs) and credit
Grandbridge Senior Transaction Manager
07/2006
-
04/2009
Chicago, IL
- Strong process and project management skills, including managing complex projects across multiple services
- Collaborative approach, able to build strong networks and partnerships
- Professional fiscal experience or an equivalent combination of training and experience
- Work with client to set business and real estate strategies and execute on those strategies
- Three years as a commercial real estate analyst, broker, leasing agent or property manager or equivalent
- Completion of the Mortgage Bankers Association’s Commercial Real Estate Finance Underwriting Seminar and Courses 110 and 120 of the Appraisal Institute
- Lead team to close 2000-3000 real estate transactions annually in support of REA department objectives
- Manage day-to day closing activity of REA transactions team: track and manage real estate transaction costs, develop and monitor reports to analyze and improve key departmental metrics, including forecasting accuracy and cycle time
Education
Everest University - Tampa Campus
2002 - 2006
Bachelor's Degree in Business
Professional Skills
- Effective interpersonal skills; strong negotiating and presentation skills
- Strong problem-solving and prioritization skills
- Excellent writing skills, including the ability to translate technical specifications into clear, concise and unambiguous documentation
- Excellent negotiating, analytical, communication, collaboration, organizational/ planning and process skills
- Strong planning, organizational and project management skills with a detail- oriented focus
- Strong communication, change management, negotiation and influencing skills
- Excellent oral and written communication skills necessary to persuade, negotiate and influence others, often at higher levels
How to write Transaction Manager Resume
Transaction Manager role is responsible for negotiation, advanced, modeling, organization, excel, microsoft, interpersonal, software, risk, reporting.
To write great resume for transaction manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Transaction Manager Resume
The section contact information is important in your transaction manager 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 Manager Resume
The section work experience is an essential part of your transaction manager 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 manager 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 manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Transaction Manager resume experience can include:
- Review consolidated settlement statements, transaction models, and various internal company approvals to ensure financial and legal controls are satisfied prior to closing
- Have superlative drafting, negotiating and communication skills in order to effectively interact with all stakeholders
- Strong organization skills to manage multiple priorities, short deadlines; high stress
- Strong prioritization and communication skills to manage workload from dynamic executives
- Strong communication skills to interact with customers and act as bridge between Sales, Finance, Compliance, Products, Operations functions
- Excellent communications skills, both written and orally
Education on a Transaction Manager Resume
Make sure to make education a priority on your transaction manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your transaction manager 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 Manager Resume
When listing skills on your transaction manager 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 manager skills:
- Strong leadership skills; experience managing a large, diverse team and effectively handling variety of personnel issues
- Strong experience of global cash management, including an in-depth understanding of SEPA, and our customers’ core requirements internationally
- Effectively influence client, external counsel and other working group party members
- Relevant work experience with at least 5 years of experience negotiating retail and/or office real estate transactions
- Demonstrable experience and a good track record of working in Financial Services or a law firm
- Strong experience in B2B client activity, ideally from client-facing roles, in the financial services industry
List of Typical Experience For a Transaction Manager Resume
1
Experience For Senior Transaction Manager Resume
- Excellent interpersonal and communication skills to interact effectively with various investment and real estate professionals throughout the country
- Proven effective ‘ transaction management’ skills required to identify tasks and coordinate the timely completion of every component
- Work in a pressurised environment and manage priorities effectively
- Strong time management and negotiation skills
- Strong management skills at all levels (i.e. brokers, landlords, clients and vendors)
2
Experience For Junior Transaction Manager Resume
- Strong communications, financial analysis and lease negotiation skills
- Proven skills in contract review for lease, purchase and sale negotiations
- Strong interpersonal skills with an ability to interact and build relationships with business partners and client
- Experience in mortgage servicing and originations experience
- Possess knowledge of properties listed by the team to effectively field inquiry calls and answer questions as needed
- Effectively identify opportunities within processes and systems for improvement, design plan and work with staff to implement and manage accordingly
3
Experience For Grandbridge Senior Transaction Manager Resume
- Analyze co-tenancy language and a provisions to effectively limit LL exposure
- Innovative, creative, and proactive interpersonal skills
- Client relationship experience with a solid focus on customer service
- Intermediate, excel and computer skills
- Demonstrated strong client trust and confidence
- Solid familiarity with and understanding of lease language, structure, and terms
- Client servicing or sales support experience in the financial services industry
- Extensive experience in negotiating office and/or retail/medical leases in major US markets (leases >20,000 RSF preferable)
- High standards of professionalism, strong work ethic
4
Experience For Global Investors Transaction Manager Resume
- Exposure or strong interest in the fixed income market
- Demonstrate flexibility and proactiveness to fulfil and drive ad-hoc team or client initiatives
- Previous sales experience in a service industry
- Related work experience in a real estate transaction management role in a large, corporate environment
- Good communicator, both written and verbally
- Demonstrated Syndicated loans, Project and Export finance and Account Bank exposure
- Extremely detail-oriented and organized with the flexibility to shift focus as priorities shift
- Experience in site selection
- Commercial real estate experience
5
Experience For Transaction Manager ARA Resume
- Substantial lease negotiation experience
- Skill to successfully negotiate with internal and external parties to mitigate risk
- Proven ability to work under significant pressure and deliver to tight timelines
- Proven ability to develop and execute complex projects and programs on schedule and on budget
- Excellent attention to detail and the ability to deliver results
6
Experience For Asset & Transaction Manager Resume
- A current and valid state real estate license
- 3 – 5 years related Retail Real Estate experience
- Relevant work experience with at least 2 years as a Transactions Manager
- Experience with acquisition and disposition of owned and leased property
- Five (5) to seven (7) years previous Real Estate experience required
7
Experience For Lead Transaction Manager Resume
- Relevant work experience with at least 5 years as a Transaction Manager
- Contributing to and overseeing analytics work, particularly market research, deal underwriting, investment committee presentations, etc
- Preparing/reviewing communications and internal briefing materials in connection with transactions approvals and communication
- Dealing with issues around statutory requirements and finding solutions to move towards satisfaction & draw down
- Facilitating timely deal conversion, advantageous deal terms, successful lease negotiation, project management and overall portfolio management
- Facilitating all actions required for the professional management of global portfolio
- Maintaining systems for regional portfolio management
8
Experience For Tailored Lending Transaction Manager Resume
- Collecting client requirements
- Hiring and manage brokers
- Creating request for proposals
- Negotiating letters of intent
- Negotiating leases/purchase and sale agreements
- Preparing approval packages for client’s senior management
- Managing reports to the client
9
Experience For Transaction Manager BMW Crewe Resume
- Obtaining market data
- Drafting and review of legal documentation, in general limited to in-house agreements
- Support new business efforts by canvassing, cold calling and using geographical tools to identify prospects
- Knowledge of the CMBS market is desirable, including underwriting requirements, nuances of rating agencies and CMBS investor requirements
- Work with Marketing Coordinator to ensure brochures and marketing material is accurate and updated
- Review drafted outgoing offers to lease and purchase agreements from internal team members and advise on strategy, risk and legal language during negotiations
- Support Client Services by providing guidance and advice on an on-going basis
- Support the Practice Group Leader in the pursuit of new Oil and Gas business via a contact management database and using existing JLL deliverables
10
Experience For Estates & Transaction Manager Resume
- Facilitate regulatory requirement for Anti-Money Laundering/Know Your Customer (AML/KYC) processes to fulfil smooth and authorized client on-boarding
- Resolve tenant disputes by evaluating specific lease language and providing support
- Provide support and facilitate information between Leasing, Tenant Coordinator, Legal and development office staff to ensure streamlined deal making process
- Ensure thorough deal learning reviews are undertaken and learnings are shared across the business development deal making community
- Work closely with Project Finance to fulfill the requirements for fully financeable projects, identifying weak areas and helping to develop the solutions
List of Typical Skills For a Transaction Manager Resume
1
Skills For Senior Transaction Manager Resume
- Experience working in a commercial environment, with a capacity to demonstrate strong commercial acumen and understanding of commercial success drivers
- Demonstrated experience in managing complex retail transactions and related projects to successful outcomes
- Strong sense of urgency and experience working in a fast-paced, results-oriented environment
- Proven experience in leading the preparation of high quality documentation for major infrastructure projects in NSW
- Experience of private legal practice, Corporate Trust and/or banking environment. Knowledge and experience in debt market document negotiation
- First-class collaborative and networking skills
- Interpersonal skills, including the ability to build relationships with clients, partners and peers
2
Skills For Junior Transaction Manager Resume
- Prior experience coordinating with construction, brokers, legal etc
- Superior problem solving, leadership, and communication skills
- Demonstrated ability to work independently and as a team member to achieve timely and effective results
- Professional communication skills with a high
- Computer skills; word processing and spreadsheet software capabilities
- Advanced business skills with the ability to translate findings into actionable insights and recommendations
3
Skills For Grandbridge Senior Transaction Manager Resume
- Deputising for Head of Department and overseeing and coaching less experienced colleagues on deals
- Ensuring effective handover to relevant Alliance Manager including preparation of any mandated handover documentation
- Experience negotiating, interpreting, and/or drafting real estate contracts
- Have experience in both Trading business and Real Estate lending
- Experience working with multidisciplinary project teams, including designers and contractors, and with Roads and Maritime or Transport for NSW
- Some previous credit experience and understanding of banking operations is desirable
- Solid understanding of corporate real estate financial and accounting principles
- Experience with developing and managing major
4
Skills For Global Investors Transaction Manager Resume
- Microsoft Office, with particular experience modelling in Excel and creating PowerPoint presentations
- Demonstrate comfort level and confidence during face to face meetings with new and existing clients
- Experience of writing Commercial & Corporate term sheets
- Experience in a client service/client facing environment
- Experience managing office transactions in multiple US markets
- Experience in market credit products includes compliance, risk management, derivatives trade processing
5
Skills For Transaction Manager ARA Resume
- A strong understanding of the US Loan Market
- The ability to build good working relationships
- Proficiency in all applicable software/hardware applications, including a strong knowledge of Microsoft Office
- Experience in project-based work while managing internal stakeholders
- Commercial Real Estate leasing experience
6
Skills For Asset & Transaction Manager Resume
- Demonstrated proficiency with Microsoft Office applications, including emphasis on Excel
- Experience using Costar
- Create and give effective presentations on general topics to an internal department, large group of employees, clients, and/or management
- Experienced in self-generation of new business
- Applicable real estate experience
- Legal qualifications or experience a benefit
- Review and validate business terms of transaction documentation
7
Skills For Lead Transaction Manager Resume
- Involvement in a dynamic, international working environment with motivated and experienced specialists
- Strong understanding of commercial real estate industry
- Relevant work experience in RE Finance, CRE brokerage and/or CRE acquisitions
- Experience with commercial real estate and transaction management
- Strong capabilities in project management and market research
- Transaction management experience in North America
8
Skills For Tailored Lending Transaction Manager Resume
- Previous car sales experience not necessary
- Experience in deal management in commercial real estate with deals greater than 100k sq ft in size
- At least seven years of experience in agriculture and agriculture finance
- Building and leading the team - Implementing and designing new processes where possible – this is a revolution!
- Negotiating deal terms, and managing transactions from start to finish, escalating any issues that require senior attention
- Resolving any issues that crop up from time to time, thinking of different ways to move deals forward
9
Skills For Transaction Manager BMW Crewe Resume
- Implementing and designing new processes where possible – this is a revolution!
- Keeping business partners informed and trouble-shooting any issues as they arise
- Leading discussions on term sheets and mandate letters, focussing on our clients’ unique needs
- Developing a working relationship with clients, law firms, investments banks and other industry professionals
- Meeting, event, conference call coordination for new and existing clients as needed
10
Skills For Estates & Transaction Manager Resume
- Performing and/or reviewing financial analyses
- Creating solutions to take deals forward if they snag somewhere along the way
- Leading internal and external parties to drawdown and completion
- Protecting the Bank from potential losses
- Understanding of car valuations
- Working knowledge of JDEdwards
- Ensuring loans are approved, and that handover from the front office takes place in an efficient, timely manner
List of Typical Responsibilities For a Transaction Manager Resume
1
Responsibilities For Senior Transaction Manager Resume
- Manage relationships and handle negotiations with multiple parties during the transaction cycle, including in-house team members, originators, senior underwriters, borrowers and borrowers’ team members, attorneys, rating agencies and B-Piece buyers, consultants, and third party vendors
- Administer closing of transaction that includes negotiating loan documents with borrowers and coordination of the closing with lender’s and borrower’s counsel, as well in-house closing coordinator
- Strong computer skills with emphasis on spreadsheet analysis, Excel; Word; Outlook, CoStar, ARGUS
- Be effective at executing on an acquisition; structuring, negotiating, completing due diligence, and closing
- Experience in evaluating financially viable agricultural real estate investments and proficiency in analytical thinking
- General knowledge of and interest in aircraft leasing and/or financial services with debt capital markets experience an advantage
- Previous Transaction/Business Manager Experience is essential
2
Responsibilities For Junior Transaction Manager Resume
- Transaction management/ coordination experience
- Valid real estate license in the state of Illinois
- Excellent proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)
- Joining deal team discussions with clients, Origination and Credit, and acting as an intermediary for internal stakeholders where necessary
- Ensuring that annual reviews, billing and other internal controls are conducted and observed
3
Responsibilities For Grandbridge Senior Transaction Manager Resume
- Carrying out any ad hoc requests from the Senior Mangers and Head of Trustee Services
- Ensuring appropriate risk analysis (in collaboration with GU and IPS risk teams) to ensure risks are known and managed
- Project tracking and reporting including performance measurement and value add utilizing client’s tracking/data base system
- Actively shaping transactions, applying your expertise and leveraging existing market data and information
- Maintains a professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
- Basic Business Plan – Outline the criteria for identifying, evaluating, and financing agricultural real estate properties for potential acquisition by MFSC
- Liaise with clients during the set-up phase of a new transaction, ensuring that client satisfaction is fully achieved
- Deep understanding of financial, accounting, tax, economic, legal, political environment
4
Responsibilities For Global Investors Transaction Manager Resume
- Assist law firms with the setting up of Irish SPVs in structured finance and aircraft leasing transactions and review suites of transaction documents
- Assist Transaction Management team in planning, organizing, and control functions for all purchase transactions
- Current, working knowledge of the MS Office Suite, including: Word, Excel, Access, and PowerPoint
- Be a self-starting team player with detail-oriented attention, able to multitask while keeping their work organized
- Specialized knowledge in Banking and a broad understanding of the financial service industries
5
Responsibilities For Transaction Manager ARA Resume
- Can assist advisors in managing client collateral including recommendations on potential release rates, portfolio reallocation, etc
- Work with Managing Partners to ensure clients are consulted/informed and deals move efficiently to closing
- Comprehensive understanding of the processes delivering major road infrastructure projects
- Coordinate the lease signing by the successful offeror and GSA. Upon the approval of the GSA, notify all unsuccessful offerors
- Review TI cost pricing submitted by the Lessor, and coordinate with GSA to determine if costs are fair and reasonable
6
Responsibilities For Asset & Transaction Manager Resume
- Liaison with clients, external transaction parties and internal deal teams to ensure the smooth setup and ongoing management of the transaction
- Assist with internal KYC and on-boarding processes
- Act as transaction manager for a portfolio of structured finance and aircraft leasing special purpose vehicles/S110 companies
- Manage the process for the on-boarding of new clients
- Attend local, regional and national sessions regarding specific Practice Group
- Be an integral part of the deal process which includes, showings, tours, proposal and required marketing materials
- Help create new marketing and technology tools that become differentiators at the point of sale and implementation of a project
7
Responsibilities For Lead Transaction Manager Resume
- Track the progress of evolving documents over an extended period of time
- Production of requests for proposals, proposals, broker letters, mass mailings, marketing plans
- Identify problems and implement problem-solving resolutions with limited supervision
- Five or more years in sales, research, client facing engagement or closely related field
- Command of requisite technology including Excel, PowerPoint, and Word and database systems
- Focus on business retention by delivering high level of customer service and client satisfaction
8
Responsibilities For Tailored Lending Transaction Manager Resume
- Communicate with clients regarding significant issues and direct their resolution
- Accurate billing and system entry to ensure maximum revenue realization
- Appropriate understanding of relevant regulations and company policies
- Broad based knowledge and understanding of the capital markets and financial service industry
- Business proficiency in English and Mandarin Chinese, both computer typing and orally
- Update lease tracking summaries and lease administration software
9
Responsibilities For Transaction Manager BMW Crewe Resume
- Delivers measurable value by negotiating favorable economic and flexible lease terms
- Engage upon direction into potential “Awarded” deals, assessing risks and suitable for Transaction team adoption
- Provide strategic execution and review of critical deal inputs such as estimating, design, project management, finance, Legal and more
- To assist with portfolio forecasting, site selection and preparation of budgets
- Provide thought leadership, process improvements and industry best practices applicable for the client’s portfolio of properties
- Coordinate and/or oversee lease negotiations and management of transactions, as executed by local broker
- Manage small to large size lease renewals, acquisitions, subleases
10
Responsibilities For Estates & Transaction Manager Resume
- Determine clients' needs and communicates project parameters
- A Legal qualification (preferably United States) with International Capital Markets experience, preferably with a major law firm and /or in-house transactional experience at a top-tier Bank
- Market and sell team’s real estate services
- Appoint, co-ordinate with, and otherwise manage external Trustee legal counsel
- Co-ordinate and manage the review and negotiation of transaction documentation for Trustee roles and any other roles to be performed by CTS London
- Where necessary liaise internally with DMS, CTS Luxembourg (Transaction Managers, Account Managers and Operations) or other CTS locations to facilitate documentation review and deal closing
- Where necessary liaise externally with Arrangers, Originators, Issuers other deal parties and their legal counsel(s) to facilitate documentation review, negotiation and deal closing
- When necessary liaise with internal functions such as Legal, Compliance and Risk
- Ensure that client/deal requirements are clearly reflected in transaction documentation
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