1099 Transaction Coordinator - NY

At Side, we believe everyone should own their path.

Side is a real estate startup that pioneered the concept of brokerage-as-a-service to help top real estate professionals create and run their own companies without having to operate a brokerage. Our proprietary platform makes the real estate transaction process far more efficient for both agents and home buyers/sellers.

Before Side, exceptional real estate agents had two choices:
You could join an antiquated traditional brokerage, relinquish control of your business, and pay hefty fees for marginal value. Or you could start your own independent brokerage, massively increase your liability, and take on the burden of running your own back office. We created a third option:
Own your own business and run it on the Side platform. Agents get to focus on what they do best - selling real estate - while Side operates in the background to facilitate their transactions, and help them grow.

Side is led by experienced industry professionals and world-class engineers who develop technology designed to improve agent productivity and enhance the client experience. The company is backed by over $300 million in funding from top-tier venture capital firms, including Coatue, Tiger, D1, Sapphire, Trinity, and Matrix. Headquartered in San Francisco, Side currently operates in 16 states, with plans to expand nationwide in the coming years. We were named Company of the Year by Inman News (the leading industry publication) and a Most Innovative Company of 2022 by Fast Company.

At Side, you'll have the opportunity to collaborate and innovate your way to success. Becoming an inSider means that you'll be empowering business leaders to become business owners, all while forging your own path with like-minded entrepreneurs. Join us at Side and own your career, your impact, and your life!

Purpose and Scope

All Limited Admin TC's working with Side Agents are expected to provide outstanding service to their agents which includes monitoring correspondence and responding (when necessary) outside traditional business hours. Side's platform allows the Limited TC's and our service team to provide additional services, not traditionally offered to the Agents - thus facilitating an outstanding experience.

Certification

All TCs servicing Side agents are "Side Certified". This means that they are all trained on all of the technology platforms used at Side as well as held to a high standard level of service.

Listing/Sale Services

• Partner or Associate to notify Admin TC of seller's details in writing on the appointed form to create the exclusive listing agreement and all associated disclosures (forms from document library). Admin TC to then confirm owner(s) of public record, download and upload proof to the Side app. Admin TC to create and circulate final documents for execution via DocUSign. Admin TC to upload final executed agreements and disclosures into Side App/Compliance Review.
• If we represent the seller, Admin TC to coordinate obtaining Offering Plan & Financials from the seller or purchase from the management companyAdmin TC to enter listing information, including all digital assets, into the RLS and/or MLS.
• Admin TC to create a transaction memorandum (deal sheet) to send to the other agent and both attorneys.
• Admin TC to follow up with the attorney to ensure the attorney has all documents necessary to produce a fully executed contract (includes due diligence materials). Admin TC to provide redlining assistance, upon request.

• Partner or Associate to notify Admin TC of deal details in writing on the appointed form.
• Admin TC to create (or complete listing agents version) a transaction memorandum (deal sheet) to send to the other agent and both attorneys
• Admin TC to collect and upload all required documents into Side App/ Compliance Review Tool as they receive fully executed items.
• Admin TC to contact the buyer's lender (or agent if we rep the seller) to schedule appraisal/obtain appraisal date/time. Agents are encouraged to attend to ensure all findings are disclosed
• Admin TC to continuously connect and follow up with lender/ attorney/ agent to make sure all parties are on the same page and tasks are completed on time
• Admin TC to obtain final financing approval documents for closing and send to attorney (if we represent the buyer)
• Admin TC to order home warranty, if applicable.


Once clear to close has been received from attorney, the Admin TC to coordinate the following:


• Confirm closing date with attorney
• Schedule final walk-through
• Arrange keys for closing
• Request broker demand to be sent to Attorney once closing is scheduled

• Admin TC to work with agent and purchaser to collect materials to build the board package
• Admin TC to enter information into BoardPackager or onto to Board-required documents otherwise for agent's review
• Admin TC to coordinate delivery of board package to the board
• Admin TC to coordinate buyers board interview once scheduled
• After board approval, Admin TC to contact managing agent to get approval or denial letter

• 3+ years as a Transaction Coordinator
• Hands on Transaction Coordinator experience in NY required
• 2+ years in a remote setting
• Ability to multi-task
• 2+ years in Real Estate industry
• Real Estate License required
• Experience in creating Board Packages and managing the process from beginning to end
• Strong knowledge and experience with Co-Op transactions
• Experience with Perchwell preferred