Transaction Coordinator Job Description (Responsibilities, Skills, Duties & Sample Template)

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If you’ve Googled “Transaction Coordinator job description ”, you’ve probably seen dozens of articles. The problem? Most of them don’t actually help you attract a great Transaction Coordinator—they just give you a list of generic duties and requirements with zero personality.

Here’s the truth: a Transaction Coordinator isn’t just someone who “handles paperwork.” They’re the glue that keeps real estate deals (or business transactions) organized, compliant, and on track. They protect your time, support your clients, and make sure nothing falls through the cracks.

So if your job post looks like every other bland template out there, don’t be surprised if it fails to catch the attention of the right candidates. The best Transaction Coordinators—the ones who are detail-oriented, reliable, and calm under pressure—scroll right past boring checklists.

The good news? Writing a great job description isn’t complicated. You just need the right format and a little intentionality. In this guide, we’ll break down what a Transaction Coordinator really does, show you strong job description templates you can copy and adapt, highlight what makes them effective, and even give you a quick copy-paste version if you’re short on time.

And if you haven’t already, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/  . It explains why generic posts fail to convert quality applicants—and how to write job descriptions that actually inspire the right people to apply.

Don’t let bad hires slow you down.

WorkScreen helps you find the right people—fast, easy, and stress-free. 

What a Transaction Coordinator Actually Does

A Transaction Coordinator (often called a TC) is the person who makes sure every part of a real estate deal—or any complex transaction—runs smoothly from start to finish. Think of them as the project manager of the transaction.

In plain English: they’re the ones making sure deadlines aren’t missed, paperwork is complete, and all the moving parts—buyers, sellers, agents, lenders, title companies—stay aligned.

A great Transaction Coordinator isn’t just about checking boxes. They’re:

  • Detail-oriented → catching small errors before they become big problems.

  • Organized → juggling contracts, compliance documents, and communication all at once.

  • Calm under pressure → keeping things moving when timelines get tight.

  • Client-focused → reassuring buyers and sellers that everything is under control.

That’s why the role is so valuable: a TC frees up real estate agents or teams to focus on relationships and growth, while they handle the critical behind-the-scenes work that keeps deals on track.

Two Great Transaction Coordinator Job Description Templates

We’ll provide two tailored job description options:

1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.

2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.

✅ Option 1: Job Description For Experienced Transaction Coordinator

Job Title: Transaction Coordinator for Top-Producing Real Estate Team – Austin, TX
 Type: Full-Time | Hybrid (2–3 days onsite in South Lamar)
 Compensation: $50,000–$62,000 base (DOE) + performance bonus tied to closings

🎥 A quick word from our hiring manager (2-min Loom)
 [Insert Loom/YouTube link] — Meet Taylor Brooks, our Operations Lead, for a fast overview of the role, team, and what success looks like in your first 90 days.

Who We Are
 Harbor & Hearth Realty is a boutique residential team serving Central Austin. We specialize in move-up buyers and historic homes, closing 120–150 transactions a year with a white-glove client experience. We’re obsessive about clear communication, precision, and doing what we say we’ll do. Our culture is adult, respectful, and quietly ambitious — no drama, just high standards and kind people.

What You’ll Be Doing

  • Own contracts from executed to close across listings and buyer deals

  • Validate docs for accuracy; track contingencies, EM deadlines, HOA, T-47, and amendments

  • Coordinate inspections, appraisals, title/escrow, and lender milestones

  • Keep all parties updated (clients, agents, title, lenders) with clear weekly touchpoints

  • Maintain checklists in Follow Up Boss, Dotloop, and Google Drive; ensure compliance

  • Prepare settlement statements for agent review; archive files post-close

What We’re Looking For

  • 2+ years as a TC (Texas forms/escrow familiarity strongly preferred)

  • Mastery of deadlines, details, and documentation; you catch the tiny stuff early

  • Calm, confident communication — especially when timelines compress

  • Tools: Dotloop (or similar), Follow Up Boss/CRM, Google Workspace, e-signature platforms

  • Bonus: experience with new construction or multiple-offer contract logistics

Perks & Benefits

  • Medical, dental, vision (employer contribution)

  • 401(k) with 3% match after 6 months

  • 15 days PTO + 9 paid holidays + birthday PTO

  • Hybrid schedule + WFH Fridays

  • $750 annual professional development stipend (TC certifications, classes)

  • Home-office setup stipend ($300) + cell/Wi-Fi reimbursement

Why This Role Is a Great Fit

  • You’ll be the operational backbone for a respected, high-volume team — your work is visible and valued

  • Clear scorecard and bonus tied to on-time, error-free closes

  • Tight, kind team that communicates like pros and leaves egos at the door

  • Room to grow into Senior TC/Compliance Lead as volume scales

📥 How to Apply
 We use WorkScreen to ensure a fair, efficient process. Please complete our short evaluation here: [Insert WorkScreen link]. Every application is reviewed, and we update all candidates.

✅ Option 2: Job Description For Entry-Level Transaction Coordinator (We’ll Train)

Job Title: Entry-Level Transaction Coordinator — Phoenix Residential Team
 Type: Full-Time | Onsite (Arcadia office) with flexible WFH after training
 Compensation: $19–$22/hr + quarterly team bonus

🎥 A quick word from our COO (90-sec Loom)
 [Insert Loom/YouTube link] — Jenna Morales shares what your first 30–60 days look like and the traits that thrive here.

Who We Are
 Northbridge Realty Partners helps first-time buyers and move-up families across the Phoenix metro. We closed 85 transactions last year and are expanding. We’re practical, service-driven, and big on teaching — we’d rather grow talent than only hire it. If you’re organized, friendly, and love making lists, you’ll fit right in.

What You’ll Be Doing

  • Support senior TC with file setup, document collection, and checklist management

  • Schedule inspections/appraisals; confirm access and send reminders

  • Maintain client, lender, and title updates; log weekly status notes

  • Learn contracts, contingencies, and compliance workflows step by step

  • Keep our Google Drive tidy; ensure naming conventions and version control

What We’re Looking For

  • No TC experience required — admin/customer-facing background is a plus

  • You’re organized, dependable, and love moving pieces across the finish line

  • Clear, friendly communicator who stays calm when timelines tighten

  • Comfortable with Google Drive, Sheets, email, and learning new platforms

  • High school diploma required; Associate’s/Bachelor’s is a plus

Perks & Benefits

  • Medical, dental, vision options

  • 10 days PTO + 8 paid holidays + 2 personal flex days

  • Flexible WFH after training (1–2 days/week)

  • Paid TC training pathway + mentorship with our Senior TC

  • Quarterly team bonus pool based on client satisfaction & on-time closes

  • Free parking; stocked break area; casual office vibe

Why This Role Is a Great Fit

  • We’ll teach you the craft — you’ll get hands-on reps with a patient, supportive team

  • Clear growth track into Transaction Coordinator II within 9–12 months

  • Your work keeps families’ biggest purchases on track — high-impact, meaningful ops

  • You’ll build career-portable skills: compliance, stakeholder comms, and project cadence

📥 How to Apply
 We respect your time and reply to every applicant. Apply via WorkScreen here: [Insert WorkScreen link]. The short evaluation helps us understand your strengths — experience or not.

Hiring doesn’t have to be hard.

If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.

Breakdown of Why These Transaction Coordinator Job Posts Work

It’s one thing to post a list of duties. It’s another to write a job description that actually attracts the right people. Here’s why the two examples above stand out compared to generic posts you’ll find online:

1. Clear, Specific Job Titles

  • Instead of a vague “Transaction Coordinator,” the posts specify:

    • “Transaction Coordinator for Top-Producing Real Estate Team – Austin, TX”

    • “Entry-Level Transaction Coordinator — Phoenix Residential Team”

  • These titles immediately signal location, level, and context. A candidate scanning listings knows if the role fits them without guessing.

2. Video Element Adds Personality

  • Each description includes a short Loom/YouTube video from a hiring manager or COO.

  • This humanizes the job post and helps candidates see the team they might join, not just words on a screen.

  • Very few companies do this — which makes these posts memorable and trustworthy.

3. Company Context Feels Real, Not Generic

  • Harbor & Hearth Realty highlights historic homes, high volume, and a calm, ambitious culture.

  • Northbridge Realty Partners emphasizes first-time buyers, growth, and a “we’ll teach you” mindset.

  • Instead of “Company Overview” boilerplate, both posts give a sense of mission, values, and culture — the things top candidates want to know.

4. Responsibilities Show Impact, Not Just Tasks

  • It’s not just “manage paperwork.” It’s “own contracts from executed to close” or “support families’ biggest purchases.”

  • This shows candidates how their daily work contributes to something larger — client trust, smooth deals, meaningful outcomes.

5. Qualifications Are Realistic and Human

  • Experienced role: clear bar (2+ years, Texas forms familiarity).

  • Entry-level role: no TC experience required, but organization and communication matter.

  • This combination shows flexibility and widens the talent pool — you attract both seasoned pros and motivated learners.

6. Perks & Benefits Are Transparent

  • Salary ranges, PTO, hybrid/WFH options, 401(k), training stipends, even office perks are listed openly.

  • Transparency builds trust and seriousness — candidates don’t feel like they’re wasting their time applying blind.

7. “Why This Role Is a Great Fit” Makes It Aspirational

  • Instead of just listing benefits, each post sells the opportunity:

    • For Harbor & Hearth, it’s being the “operational backbone” with a bonus tied to closes.

    • For Northbridge, it’s about “learning the craft” and growing into a TC II role.

  • This connects emotionally: candidates see a future story for themselves in the role.

8. Application Process Is Respectful

  • Both posts explain that every application is reviewed and that WorkScreen ensures fairness.

  • This alone sets the company apart in a hiring world where most candidates never hear back.

  • Respect + clarity = a better candidate experience.

Bottom line: These job posts work because they don’t just tick boxes — they connect. They make the role, the company, and the process feel human and intentional. That’s what makes the difference between attracting “just applicants” and attracting top candidates.

Example of a Bad Transaction Coordinator Job Description (And Why It Fails)

Job Title: Transaction Coordinator
 Company: ABC Realty
 Location: Remote
 Type: Full-Time

Job Summary
 ABC Realty is seeking a transaction coordinator to assist in managing paperwork and deadlines for real estate transactions.

Key Responsibilities

  • Handle documents and files

  • Track deadlines

  • Communicate with clients and agents

  • Perform administrative duties as needed

Requirements

  • Bachelor’s degree preferred

  • Strong attention to detail

  • Good communication skills

  • 1–2 years of administrative experience

Compensation & Benefits
 Not disclosed.

How to Apply
 Please email your resume and cover letter to hr@abcrealty.com. Only shortlisted candidates will be contacted.

❌ Why This Job Post Fails

  1. Generic Job Title
    Just “Transaction Coordinator” — no location, no context, no level. It could be anywhere, for anyone. Candidates scrolling job boards will ignore it.

  2. No Personality in the Introduction
    The summary reads like filler. It doesn’t explain why the role matters, what the company does, or why anyone should be excited to apply.

  3. Responsibilities Are Too Vague
    “Handle documents and files” could mean anything. There’s no clear sense of impact or contribution.

  4. Requirements Are Minimal and Forgettable
    A degree, attention to detail, communication skills… this could apply to every admin role ever. Nothing speaks to the unique skills needed in real estate transactions.

  5. No Salary or Perks
    Leaving out pay feels outdated and untrustworthy. Candidates today expect transparency — hiding this info makes the company seem less competitive.

  6. Culture Is Completely Missing
    No mention of values, work environment, or what it’s like to be on the team. Without this, candidates can’t self-select for fit.

  7. Application Process Feels Cold and Dismissive
    “Only shortlisted candidates will be contacted” is a turn-off. It tells applicants they may never hear back, which discourages top talent from applying.

👉 This “bad” example is what most job descriptions online look like: bland, checkbox-driven, and uninspiring. The result? You don’t attract detail-oriented, proactive TCs — you attract generic applicants.

Bonus Tips to Make Your Transaction Coordinator Job Post Stand Out

Even if you already have a solid job description, a few extra touches can make it more trustworthy, candidate-friendly, and memorable. Here are some easy but powerful upgrades:

1. Add a Security & Privacy Notice

Applicants today are wary of scams, especially in real estate. Adding a short notice builds trust:

🔒 “We take your privacy seriously. We will never ask for payment, bank details, or personal financial information during the hiring process.”

This small line instantly reassures candidates that your company is legitimate and respectful.

2. Be Transparent About Leave & Flex Time

It’s not just about salary — time off matters. If you offer PTO, flex days, or half-day Fridays, mention them. For example:

“Enjoy up to 15 PTO days, 8 paid holidays, and 2 personal flex days per year so you can recharge.”

Clear time-off policies make your post more attractive.

3. Highlight Training & Growth Opportunities

Transaction Coordinators often see the role as a stepping stone. Show that you’ll invest in them:

“We provide paid TC training pathways and mentorship from senior staff so you can grow into higher-responsibility roles.”

This positions your company as a place where people can build a career — not just a job.

4. Include a Video from Leadership or the Hiring Manager

A quick 1–2 minute Loom or YouTube clip introducing the role and culture does more than any paragraph of text. It:

  • Shows the people behind the company.

  • Humanizes the hiring process.

  • Makes your job post feel more personal and authentic.

Candidates connect with faces, not just words.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

5. Write Your Call to Action With Warmth

Instead of the cold “Submit your resume here,” use a line like:

“We’d love to meet you. Apply through our WorkScreen link, and we’ll make sure every application is reviewed and every candidate gets a response.”

It turns the CTA into an invitation, not just an instruction.

Bottom line: These small upgrades help your job description stand out in a sea of bland postings. They show candidates that your company respects their time, values their growth, and actually cares about the hiring experience.

Should You Use AI to Write a Transaction Coordinator Job Description?

Lately, it seems like every hiring team is turning to AI tools to generate job descriptions with one click. Even some ATS platforms now bundle this in as a feature. But here’s the reality: while AI can be useful, relying on it blindly will give you bland, cookie-cutter posts that don’t attract the right candidates.

❌ The Wrong Way to Use AI

  • Typing a vague prompt like:
    “Write me a job description for a Transaction Coordinator.”

  • Result? A generic wall of text that could apply to any role in any company.

  • Problems:

    • Attracts the wrong applicants (unqualified, skimming for any job).

    • Feels robotic and disconnected — no personality, no culture, no values.

    • Damages your employer brand: if your job post looks like it was copy-pasted, candidates will assume you don’t care about the hiring experience.

✅ The Right Way to Use AI

AI works best when you give it the raw ingredients and ask it to polish — not create from scratch.
 For example, feed AI with:

  • What your company actually does.

  • The mission and values you want to highlight.

  • The specific responsibilities of a Transaction Coordinator on your

  • The salary range, benefits, and growth opportunities.

  • The tone you want to use (conversational, warm, professional).

Then prompt it like this:

“Help me write a Transaction Coordinator job description for Northbridge Realty Partners. We’re hiring an entry-level candidate who will support contract-to-close. Our culture is practical, growth-minded, and supportive. We offer $19–$22/hr, health benefits, 10 PTO days, training, and a clear growth track. Here’s a draft of our notes: [insert bullet points]. Please organize this into a clear, engaging job post with a warm, human tone.”

Now you’ll get something structured and polished — but still unique to your company.

💡 Bottom Line

AI is a tool, not a substitute for authenticity. Use it to refine, not to replace. A thoughtful job description that reflects your culture, values, and expectations will always outperform a one-click generic version.

Build a winning team—without the hiring headache.

WorkScreen helps you hire fast, confidently, and without second-guessing.

Quick Copy-Paste Transaction Coordinator Job Description Templates

We get it — sometimes you don’t have the time to build a fully customized post from scratch. Maybe you’ve read this guide and know what a strong job description looks like, but you still need a solid foundation to start with.

That’s what these templates are for. Copy, paste, and adapt them — but remember: add your culture, include a video, and make it yours.

✏️ Important Reminder:
 Don’t copy this word-for-word and expect magic.
 This is a foundation, not a final draft.
 Add a Loom video, inject your team culture, and edit the details to reflect your actual company.

In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.

Think of these as starting points, not final drafts.

  • Option 1: A more conversational, culture-first job description that highlights personality and team fit.
  • Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.

✅ Option 1: Conversational, Culture-First Job Description

Job Title: Transaction Coordinator – Keep Deals on Track at [Company Name]
 💼 Location: Remote (HQ: [City, State])
 🕒 Type: [Full-Time/Part-Time]
 💰 Salary Range: [${X},000 – ${Y},000]/year

🎥 A quick word from our hiring manager (1–2 min Loom)
 [Insert Loom/YouTube link]

Who We Are
 At [Company Name], we help clients navigate high-stakes transactions with clarity and care. Our team values reliability, transparent communication, and doing right by our customers. We’re looking for a Transaction Coordinator who thrives on details, timelines, and keeping everyone aligned.

Your Day-to-Day

  • Manage transactions from contract to close with zero surprises.

  • Track contingencies, deadlines, and milestones; keep all parties updated.

  • Schedule inspections, appraisals, and closings; ensure access and confirmations.

  • Review documents for accuracy and compliance; maintain pristine digital files.

  • Partner with the team so agents/leads can focus on relationships and growth.

Who You Are

  • Exceptionally organized; you love turning chaos into clean checklists.

  • Clear, professional communicator (written and verbal).

  • Tech-savvy (CRM, e-signature tools, Google/Microsoft workspace).

  • Experience in transactions or admin ops is a plus, not a must.

Perks & Benefits

  • Competitive salary [${X},000 – ${Y},000]/year

  • Health, dental, vision [if applicable]

  • [#] PTO days + [#] paid holidays + [#] personal flex days

  • [401(k) with match / stipend / WFH support]

  • [Training stipend / certification support / mentorship]

Why This Role Is a Great Fit
 Your work keeps high-value deals moving. You’ll be the operational backbone—calm under pressure, trusted by the team, and measured by clear, meaningful outcomes. If you love ownership and clean execution, you’ll feel at home here.

📥 How to Apply
 Apply via WorkScreen: [Insert WorkScreen link]. We review every application and keep you updated at each step.

✅ Option 2: Structured “Job Brief + Responsibilities + Requirements”

Job Title: Transaction Coordinator – Own Contract-to-Close at [Company Name]
 💼 Location: Remote (HQ: [City, State])
 🕒 Type: [Full-Time/Part-Time]
 💰 Salary Range: [${X},000 – ${Y},000]/year

Job Brief
 [Company Name] is hiring a Transaction Coordinator to manage the administrative flow of deals from contract to close. You’ll track deadlines, ensure compliance, and keep clients and partners aligned so transactions finish smoothly and on time.

Responsibilities

  • Track key dates, contingencies, and deliverables; prevent missed deadlines.

  • Prepare, review, and file required documents with accuracy and compliance.

  • Coordinate inspections, appraisals, and closings; send confirmations and reminders.

  • Keep stakeholders (clients, partners, internal team) informed with timely updates.

  • Maintain transaction checklists and organized digital records.

Requirements

  • Strong organizational skills and attention to detail.

  • Clear, professional communication with clients and partners.

  • Comfortable with CRM/e-signature/document tools and Google/Microsoft suites.

  • [High school diploma/GED required; degree preferred / relevant experience a plus]

Perks & Benefits

  • Competitive salary [${X},000 – ${Y},000]/year

  • Health, dental, vision [if applicable]

  • [#] PTO days + [#] paid holidays

  • [Professional development / stipend / mentorship program]

📥 How to Apply
 Apply via WorkScreen: [Insert WorkScreen link]. Every application is reviewed, and we’ll update all candidates.

Next Step: Let WorkScreen Handle the Heavy Lifting

Writing a strong job description is just the first step. The bigger challenge? Sorting through applications to find candidates who are truly a great fit. That’s where WorkScreen.io comes in.

Here’s how WorkScreen makes hiring smarter, faster, and more reliable:

✅ Quickly Identify Top Talent

WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.

✅ One-Click Skill Tests

With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.

✅ Filter Out Low-Effort Applicants

WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.

✅ Improve Candidate Experience

Candidates appreciate clarity and fairness. WorkScreen ensures that every applicant gets a structured, transparent process — which reflects positively on your brand.

👉 After your job description draws people in, let WorkScreen take over. You’ll save hours of manual screening, reduce hiring risks, and focus only on the people who deserve your attention.

🔗 Start hiring smarter with WorkScreen.io today.

Transaction Coordinator Job Description - FAQs

Beyond administrative ability, strong Transaction Coordinators bring:

  • Attention to detail → catching errors before they impact deals.
  • Time management → juggling multiple contracts and deadlines without dropping the ball.
  • Clear communication → keeping clients, agents, lenders, and title companies aligned.
  • Problem-solving → handling unexpected delays or compliance issues calmly.
  • Tech confidence → navigating CRMs, e-signature tools, and cloud-based filing systems efficiently.

These aren’t just “nice to haves” — they’re the traits that separate average TCs from great ones.

Compensation varies by location, company size, and whether the role is full-time or per-transaction. On average in the U.S.:

  • Full-Time Transaction Coordinators: $40,000 – $55,000 annually.
  • Experienced/Senior Coordinators: $55,000 – $65,000+, especially in high-volume markets.
  • Per-Transaction Contract TCs: $300 – $500 per file closed.

Employers should benchmark pay to stay competitive — and candidates should expect transparency upfront.

In most U.S. states, Transaction Coordinators do not need a real estate license, since they handle administrative work rather than licensed activities like negotiation. However, some brokerages prefer licensed staff because they may have broader flexibility in client interactions. Always check your state’s specific regulations.

Not exactly. While both roles involve organization and support, TCs specialize in contract-to-close processes. Their work is more compliance-driven, deadline-sensitive, and tied directly to legal/transactional requirements, whereas general admin roles may be broader and less specialized.

  • They save agents time by handling paperwork and deadlines.
  • They reduce liability by ensuring compliance.
  • They improve client satisfaction with timely updates and smooth closings.
  • They allow agents to focus on growth and relationships, not chasing documents.

Yes — many TCs now work fully remote, managing deals via digital platforms (e-signature, CRM, cloud docs). However, some brokerages still prefer hybrid or in-office setups for faster collaboration. The role is highly adaptable to remote workflows.

  • Transaction Coordinator: Handles the contract-to-close process from the moment a deal is signed until it closes.

  • Closing Coordinator: Typically steps in at the very end, focusing on preparing for final signing and settlement.
    Some companies merge the roles, but larger brokerages may split them.

 

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Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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