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Transaction Manager Jobs in Wisconsin (NOW HIRING)

Baird

Account Transaction Specialist

Milwaukee, WI · On-site

Account Transaction Specialist The Account Transaction Specialist is responsible for delivering ... Ability to stay focused under pressure and to prioritize workload in order to effectively manage ...

Baird

Account Transaction Specialist

Milwaukee, WI · On-site

About The Role The Account Transaction Specialist is responsible for delivering exceptional service ... Ability to stay focused under pressure and to prioritize workload in order to effectively manage ...

LV Petroleum

Cashier

New Lisbon, WI · On-site

$14.75 - $20.25/hr

As a Cashier at LV Petroleum, you will play a vital role in managing customer transactions and ensuring a positive and efficient service experience. Your focus on customer satisfaction will be key as ...

Monitise

Managing Counsel - M&A Lawyer

Milwaukee, WI · On-site

As Managing Counsel, you will provide strategic legal support to corporate functions at Fiserv ... Structure, draft, review, and negotiate transaction documentation * Support due diligence processes ...

K-1 Speed Inc

Cashier

Waukesha, WI · On-site

$11.75 - $16/hr

In this role, you will be responsible for handling customer transactions, managing the cash register, and providing excellent customer service to all guests. In addition to your cashier duties, you ...

Apply Early

SkipperBud's

Business Manager

Oshkosh, WI

Implement the F&I process in every transaction and maintain annual F&I certification. * Actively ... Maintain daily deal management of the Revenue Projection Report (RPR), including deposit schedules ...

SkipperBud's

Business Manager

Pewaukee, WI

Implement the F&I process in every transaction and maintain annual F&I certification. * Actively ... Maintain daily deal management of the Revenue Projection Report (RPR), including deposit schedules ...

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All JobsTransaction JobsTransaction Manager JobsTransaction Manager Jobs in Wisconsin

Transaction Manager information

See Wisconsin salary details

$17.7K

$77.7K

$132.2K

How much do transaction manager jobs pay per year?

As of Jul 7, 2026, the average yearly pay for transaction manager in Wisconsin is $77,697.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $96,900.00 per year, depending on experience, location, and employer.

What Is a Transaction Manager?

A transaction manager oversees each phase of real estate transactions for a company, from application to closing. The qualifications for a career as a transaction manager include a bachelor’s degree in accounting, business administration, or a similar field. You also need experience in the real estate industry. Strong organizational and leadership skills are a must. As a transaction manager, your job duties include handling legal and financial matters, monitoring liabilities, coordinating leases, subleases, and purchases, finding real estate opportunities that align with company goals, and utilizing resources to negotiate the best deals for your company.

What are the key skills and qualifications needed to thrive as a Transaction Manager, and why are they important?

To thrive as a Transaction Manager, you need strong analytical skills, attention to detail, and a background in finance, real estate, or business, often supported by a relevant degree. Familiarity with transaction management software, CRM systems, and proficiency in Excel or similar tools are typically required. Excellent organizational, negotiation, and communication skills help you coordinate effectively with clients, agents, and stakeholders. These skills are crucial for ensuring smooth, compliant transactions and minimizing risks throughout the process.

How does a Transaction Manager typically collaborate with other departments during a deal process?

Transaction Managers work closely with various teams such as legal, finance, asset management, and external stakeholders to ensure smooth execution of deals. They coordinate due diligence, communicate key milestones, and oversee documentation to keep all parties aligned. Effective collaboration and clear communication are essential, as the Transaction Manager often acts as the central point of contact, facilitating information flow and resolving issues quickly. This cross-functional teamwork helps ensure that transactions close efficiently and comply with company policies and regulations.

What is the difference between Transaction Manager vs Loan Officer?

AspectTransaction ManagerLoan Officer
Required CredentialsTypically a bachelor's degree; certifications like Certified Transaction Coordinator (CTC) are commonBachelor's degree in finance, economics, or related field; licenses such as NMLS are required
Work EnvironmentReal estate agencies, title companies, or transaction coordination firmsBanks, credit unions, mortgage companies
Employer & Industry UsageReal estate and property management sectorsFinancial services and mortgage lending
Common Search & Comparison IntentUnderstanding roles in real estate transactionsUnderstanding mortgage and loan processing roles

The main difference is that a Transaction Manager oversees the coordination of real estate transactions, ensuring all documents and deadlines are met, often within real estate or title companies. A Loan Officer, on the other hand, evaluates and approves loan applications for borrowers seeking financing. While both roles require knowledge of real estate and finance, their focus areas and work environments differ significantly.

What does a Transaction Manager do?

A Transaction Manager oversees and coordinates real estate or financial transactions from start to finish. Their responsibilities typically include managing documentation, facilitating communication between all parties involved, ensuring compliance with regulations, and keeping transactions on schedule. They work closely with agents, clients, lenders, and legal professionals to address issues and ensure a smooth closing process. In commercial real estate, they may also handle portfolio management and negotiate lease agreements. The goal of a Transaction Manager is to ensure all aspects of a transaction are handled efficiently and accurately.
More about Transaction Manager jobs
What are the most commonly searched types of Transaction jobs in Wisconsin? The most popular types of Transaction jobs in Wisconsin are:
What are popular job titles related to Transaction Manager jobs in Wisconsin? For Transaction Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Transaction Manager jobs in Wisconsin look for? The top searched job categories for Transaction Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Transaction Manager jobs? Cities in Wisconsin with the most Transaction Manager job openings:
Transaction Manager jobs near you
Account Transaction Specialist

Account Transaction Specialist

Baird

Milwaukee, WI • On-site

Other

Posted 4 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

Account Transaction Specialist

The Account Transaction Specialist is responsible for delivering exceptional service and operational support to Financial Advisors, Client Specialists, and clients while ensuring compliance with industry regulations, firm policies, and internal procedures. The successful candidate will process retail and retirement account transactions, resolve account inquiries, and contribute to continuous process improvements that enhance efficiency, mitigate risk, and support a high-quality client experience. Ideal candidates are detail-oriented, service-focused professionals who thrive in a fast-paced environment, possess strong communication and organizational skills, and are committed to accuracy, teamwork, and operational excellence.

The Impact You'll Make

  • Provide high value service to internal and external clients in an environment that promotes Baird's culture and the Operations mission and values statement.
  • Ensure adherence to regulations, Baird policies, and department procedures and policies.
  • Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on requests including the ability to analyze and resolve client inquiries in a timely manner.
  • Contribute to productivity, efficiency and effectiveness improvements to drive exceptional client service and risk mitigation.
  • Understand and apply Regulation T, margin rules and IRS rules and regulations.
  • Process work pertaining to Retail accounts.
  • May be called upon to train other associates as needed and partner with Senior Specialists on more complex client/account issues.
  • Perform other duties as required.

What You'll Bring To Baird

  • Bachelor's degree preferred and/or 2+ years of experience in a financial services operations role is a plus. Prior customer service experience and banking experience preferred.
  • SIE and Series 99 within 120 days of hire preferred but not required.
  • Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
  • Ability to handle multiple assignments; work under pressure and within deadlines to produce accurate, high-quality results.
  • Strong organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or collaboratively within a team.
  • Strong written and verbal communication skills are a must, with the ability to effectively relate to work in a team-oriented setting.
  • Passion for providing high-value client service.
  • Ability to stay focused under pressure and to prioritize workload in order to effectively manage time.
  • Proven reliability in performance.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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