Real Estate Agency

Real Estate Transaction Coordinator

Performance Review Example

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Real Estate Agency

Real Estate Transaction Coordinator

Job Description:
Manages the administrative aspects of real estate transactions, ensuring that paperwork, contracts, and communication are organized and compliant. Responsibilities include coordinating closing processes, liaising with clients, and supporting agents.
Performance Areas:
Transaction Coordination
  1. How effectively does the employee coordinate real estate transactions and ensure smooth processes?
  2. Does the employee manage transaction timelines, deadlines, and documentation efficiently?
  3. Does the employee follow established protocols to minimize errors and ensure compliance with regulations?
Client Relations and Communication
  1. How well does the employee communicate and interact with clients during transactions?
  2. Does the employee provide clients with updates on transaction progress, timelines, and next steps?
  3. Does the employee address client inquiries and concerns promptly and professionally?
Contract Management
  1. How does the employee manage contracts and agreements within real estate transactions?
  2. Does the employee review and organize contracts, addendums, and disclosures for accuracy and completeness?
  3. Does the employee ensure that contracts meet legal requirements and transaction terms are clear to all parties?
Compliance and Legal Requirements
  1. How effectively does the employee ensure compliance with real estate laws and regulations?
  2. Does the employee stay informed about changes in real estate regulations and update processes accordingly?
  3. Does the employee implement procedures to mitigate legal risks within transactions?
Closing Process Support
  1. How does the employee support the closing process of real estate transactions?
  2. Does the employee coordinate with title companies, lenders, and other parties to schedule and facilitate closings?
  3. Does the employee prepare closing statements, distribute funds, and handle post-closing tasks accurately?
Documentation and Recordkeeping
  1. How well does the employee handle documentation and recordkeeping for transactions?
  2. Does the employee maintain organized transaction files and databases, including document tracking and archiving?
  3. Does the employee ensure that all required documents are collected, signed, and filed appropriately?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.

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