Brokerage Specialist Full Time

The Brokerage Specialist will report to the 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 marketing campaigns, transaction support, press releases, and fee-earner administrative support. The Brokerage Specialist 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 Brokerage Specialist will be viewed as a direct line of communication to the fee-earner themselves.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide sales, marketing, and transaction support
• Control and manage the pipeline of active transactions and see them to close
• Manage standardized & customized post-closing processes
• Manage due diligence and marketing process with clients for investment sales and leasing projects
• Prepare monthly & weekly reports for clients including current status of deals, marketing efforts for available properties, companies currently targeting, etc
• Coordinate with other departments based on the needs of the fee-earner
•  Support timeliness of deliverables
• Review and analyze lease/sale documents
• Manage and coordinate leasing and/or investment sales process
•  Support the creation of marketing materials and presentations, including flyers, corporate leasing proposals, case studies, qualifications booklets, email blasts, invitations, and website content using Adobe InDesign
• Support content creation process with regards to timeline and production cycle
• Maintain local & third party web pages for corporate website and/or property websites
• Plan and support client and local C&W events (e.g. State of Real Estate, charitable events, etc.)
• Manage progression of escrow process working with photographers, engineers, environmental surveyors, escrow officers, title reps, etc.
•  Exercise discretion and independent judgment in the performance of job duties listed above

Key responsibilities

Transaction & Pipeline Coordination

• Schedule & oversee the marketing efforts behind the sales process for every exclusive listing
• Follow up with prospective buyers to discuss their needs & concerns
• Schedule tours & orchestrate communication with fee-earner
• Create weekly updates to be circulated to ownership and fee-earner to keep them updated on marketing efforts
• Collect offers, create an offer summary matrix, and manage prospective buyers through a funnel system
•  Manage escrow timelines to ensure that deals are happening in a timely fashion Marketing Material Coordination
• Coordinate with Marketing, Research, etc. on behalf of fee-earner for the creation of pitch/proposal as needed. This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.)
• Attend strategy sessions with fee-earner and other departments as necessary
• Schedule meetings with fee-earner and other departments for review and feedback
• Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
• Coordinate with Marketing with respect to production of marketing materials when outside

vendor is required for printing

• Perform basic data gathering, such as property searches and site selections
• Populate template market documents, such as tour books, property flyers, and brochures
• Schedule follow up meetings as necessary
• Other Service Delivery
• Compile information to be used in periodic client activity reports
• Handle client contact lists, including database management
• Assess activity of third -party vendors and report to team for correction and advise fee earner
• Execute property tour logistics for showing, including coordination with fee-earner and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
• Develop and mail/email general flyers or collateral on behalf of fee-earner
• Schedule marketing events as well as photographs and aerials with third party vendors

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
• Process all reimbursement requests of fee-earner
• Prepare deal related documents – internal for C&W as well as Case Study, Press Release and Just Sold communication 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

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
• Conduct Other Administrative Duties as necessary.

Source: Cushman Wakefield Career Page

Tagged as: Brokerage Firm