Brokerage Specialist

Job Title

Brokerage Specialist

Job Description Summary

The Brokerage Specialist will report to the Sr. Operations 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.

Job Description

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

• Cold-calling and prospecting

• 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.

• Tour active listings with prospective buyers

• 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.

This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative? Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ~~~ or email ~~~ . Please refer to the job title and job location when you contact us.

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