Transactions Concierge - Contract to Close
Job Description
Job Description
Job Summary:
The Contract-to-Close Concierge is responsible for managing all administrative, logistical, and communication tasks from the moment a real estate contract is fully executed until the closing is complete. The goal is to ensure compliance, manage deadlines, coordinate with all stakeholders (buyers, sellers, lenders, title/escrow, inspectors, appraisers), and deliver a smooth, timely closing experience with high customer service.
Key Responsibilities
- Contract Setup & Review
- Review the fully executed purchase/sale contract to ensure all signatures, dates, initials, and terms are correctly completed.
- Enter all important contract dates (inspection period, financing contingency, title review, due diligence, etc.) into internal systems.
- Confirm earnest money deposit (if applicable) and follow up if missing.
- Deadline Oversight & Compliance
- Track all critical deadlines (inspections, repairs, contingencies, financing, title, etc.).
- Monitor contract addenda and amendments; ensure they’re properly executed and distributed.
- Ensure compliance with Florida real estate law and local regulations.
- Title & Escrow Coordination
- Work with title or escrow companies to initiate title search.
- Resolve title issues (liens, judgments, discrepancies) by coordinating with sellers, attorneys, or title companies.
- Coordinate delivery of required title insurance and closing documents.
- Finance / Lender Liaison
- Coordinate with the buyer’s lender to ensure financing steps are being completed (appraisal, underwriting, clear-to-close).
- Ensure that the Closing Disclosure and other lender required documentation is reviewed, accurate, and delivered timely.
- Inspections, Repairs, and Walk-throughs
- Schedule home inspections, appraisals, and any required vendor work.
- Follow up on inspection results; make sure repairs (if required) are completed.
- Coordinate final walk-throughs with buyer/seller.
- Communication & Customer Service
- Act as the primary point of contact for the buyer, seller, agents, lender, title company, and inspectors.
- Provide regular updates on status, milestones, possible issues, and next steps.
- Answer questions; troubleshoot any issues that arise.
- Document Preparation & File Management
- Ensure all paperwork is collected, correctly filled out, signed, and returned.
- Maintain organized transaction files (digital & physical, as needed).
- Prepare and review closing packages, settlement statements, deed documents, release of liens, etc.
- Closing Coordination
- Verify the closing date, time, location.
- Coordinate with all parties to ensure they have everything needed for closing.
- Confirm funds to be wired or paid, escrow elements.
- Make sure documents are ready at closing; confirm title transfer.
- Post-Closing Tasks
- Follow up for recording of deed, title insurance issuance, and any final authorizations.
- Ensure that disbursements and payoffs are handled properly.
- Close out file: archive, final checks, lessons learned.
Requirements
Required Skills & Qualifications
- Prior experience in real estate transaction coordination, escrow/title work, or related role.
- Knowledge of real estate contracts, Florida real estate law & regulations.
- Strong attention to detail, organizational skills.
- Excellent communication skills (verbal and written).
- Ability to manage multiple transactions at once.
- Proficiency with real estate forms, digital transaction management systems, CRMs.
- Problem-solving mindset; ability to anticipate issues and proactively resolve.
- Customer service orientation.
Preferred Qualifications
- Experience working with title companies, lenders, home inspectors, contractors.
- Familiarity with e-signature platforms and document management tools.
Able to work under deadline pressure; flexible hours (some after-hours or weekend communication may be required).
Benefits
Job Type:
· Full-time; the position will be performed in an office setting.
Compensation and Benefits:
· Competitive base salary plus bonuses.
· Comprehensive benefits package, including medical, dental, vision.
· Company 401(k) Plan
MDLV, LLC dba ONE Sotheby's International Realty is an Equal Opportunity Employer; participates in E-Verify and conducts background checks.