Description
We're a fast-moving real estate investment company that buys, renovates, and sells homes across Southern California. We're looking for a sharp, organized operator who can own the middle of the business - the space between a deal getting signed and it getting closed, listed, or handed off.
This is not a receptionist role. This is not a task-taker role. You will be the connective tissue of the operation.
Responsibilities
• Manage all active deals in ClickUp from contract through close, keeping tasks current, deadlines met, and team members on track
• Serve as the primary point of contact for sellers, lenders, escrow officers, and agents - routing communication to the right person and ensuring nothing goes unanswered
• Coordinate transaction timelines across acquisitions, renovations, and listings - flagging delays, missing docs, or stalled deals before they become problems
• Maintain organized deal files across Google Drive and internal systems, ensuring every document is named correctly, stored in the right place, and accessible on demand
• Track private money lender positions, capital deployments, and repayment timelines in coordination with the principal
• Support the acquisitions pipeline by ensuring all incoming deals are entered into the CRM with complete data before handoff
• Own weekly reporting on active deal status, task completion, and team accountability - giving the principal a clear picture without having to dig for it
• Direct and maintain QuickBooks across all active entities, ensuring transactions are categorized correctly and books are reconciled monthly
Qualifications
• 2+ years of experience in real estate operations, transaction coordination, or a high-volume administrative role supporting an investor or brokerage
• Working knowledge of residential real estate transactions, including purchase contracts, escrow process, and title coordination
• Proficient in ClickUp or a comparable task management platform - able to build, maintain, and enforce workflows without hand-holding
• Strong written and verbal communication skills - comfortable drafting emails, following up with third parties, and representing the company professionally
• Exceptionally organized and detail-oriented, with the ability to manage multiple active deals simultaneously without losing track of anything
• Self-directed and proactive - you identify problems before they're handed to you and solve them without waiting for direction
• Experience with a real estate CRM (ReSimpli, Podio, Salesforce, or similar) and comfort learning new tools quickly
• Working knowledge of QuickBooks Online - able to manage multi-entity books, reconcile accounts, and produce basic financial reports without outside support