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The Milestone Group · 6 days ago

Transaction Coordinator (Multifamily) - Real Estate Private Equity

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

The Milestone Group is a real estate private equity firm seeking a Transaction Coordinator to manage and execute all administrative activities related to multifamily apartment acquisitions, dispositions, and financing. The role involves coordinating communication among internal teams, sellers, lenders, and third-party vendors to ensure efficient transaction workflows from initiation through closing.

Asset ManagementFinanceReal Estate Investment

Responsibilities

Coordinate lifecycle of transaction workflows from LOI execution through closing

Preparation and submission of lender deliverables

Organizing and coordinating onsite due diligence, 3rd party vendors and property inspection teams

Maintain the acquisition checklists, critical dates calendar, and closing timeline – ensuring deadlines are met by internal and external teams

Track and manage contingencies, due diligence deadlines, and deliverables

Organize and oversee the diligence data room, ensuring all documents are collected, reviewed, and properly stored

Interface with sellers, brokers, property managers, environmental/engineering consultants, and attorneys to gather property information and resolve open items

Provide post-closing information to asset management, accounting and loan Servicer for reporting purposes

Manage all administrative aspects of the debt financing process, including preparation of lender deliverables, lender forms and applications, third-party reports, lender approvals, and loan closing

Ensure proper alignment of loan closing with acquisition closing and keep all parties on schedule

Pursue the resolution of various issues during the due diligence/closing process

Prepare and review transaction summaries, closing memos, and internal investment packages

Manage KYC, investor/ownership documentation, organizational charts, and compliance materials required by lenders and title

Assist with entity formation, qualification, and banking setup for new acquisitions

Maintain accurate and organized electronic filing systems for all closed transactions

Serve as the lead point of contact for internal teams (acquisitions, asset management, accounting) during active transactions

Provide regular status updates to leadership and maintain detailed transaction progress schedules

Proactively identify bottlenecks and develop solutions to keep transactions moving forward

Assist with contract management, regulatory and legal filings, lender and investor reporting, litigation tracking and various other risk-management tasks

Prepare and track investor transfer agreements and submit to various teams once approved

Qualification

Real estate transactionsMultifamily transactionsAgency financingDue diligence processesOrganizational skillsCommunication skillsProblem-solving skills