The Portfolio Transaction Coordinator is responsible for the end-to-end execution and on-time delivery of assigned portfolio transactions. Operating with the discipline and rigor of a project manager, this role serves as the central point of coordination across internal stakeholders, external partners, and clients to ensure successful transaction completion within defined service level agreements (SLAs).
This individual owns the portfolio lifecycle from initial data tape intake through final policy delivery, maintaining clear communication, managing risk, tracking critical milestones, and working with the Closing Manager to ensure client expectations are met or exceeded.
What You’ll Do
Portfolio Intake & Setup
- Receive and review client data tapes; validate completeness and accuracy upon receipt.
- Manage the process for creating and delivering a quote when required, working with key stakeholders to consolidate inputs from up to three different teams.
- Launch and manage appropriate workflows to route title orders through required production channels.
- Coordinate with the client on delivery preferences (e.g. Box, Email, other SFTP) and ensure all key stakeholders have appropriate access.
Project & Stakeholder Management
- Serve as the primary point of contact for client status communications in partnership with the Closing Manager and Escrow Officer.
- Ensure all internal stakeholders are fully informed of client requirements, product type, transaction scope, key milestones, and closing timelines.
- Coordinate cross-functional teams including title production, closing, payoffs, recording, invoicing, and policy delivery.
- Proactively identify risks to timeline or scope and implement mitigation strategies to protect delivery commitments.
Title & Vendor Coordination
- Place, track, and receive title searches from external agents.
- Ensure timely upload of title searches and documentation into FAST and other required systems.
- Monitor turnaround times and escalate delays as necessary to maintain project momentum.
- Where we are delivering a single policy by state, ensure individual site files are appropriately combined into the state master file in FAST
Portfolio Change Management
- Manage portfolio updates and tape changes, including adding or removing files and coordinating the correct updates from production.
- Coordinate necessary updates across all impacted internal teams to ensure alignment and continuity.
- Maintain accurate tracking of portfolio scope throughout the transaction lifecycle.
Client Communication & Reporting
- Provide consistent and proactive client status updates via email and other agreed-upon communication channels.
- Track and monitor delivery of all client commitments, ensuring transparency and accountability.
- Serve as a trusted partner to clients by anticipating needs and maintaining clear, timely communication.
Transaction Tracking & Completion
- Monitor and track critical transaction components based on portfolio type, including Quoting, Production SLAs, Commitment/Title Product, Payoffs, Recordings, Invoices, Policy issuance, Original document return, Funds reconciliation and balance returns
- Ensure final deliverables are completed within established SLAs.
- Maintain comprehensive tracking tools to manage milestones, dependencies, and completion status.
What You’ll Bring
- Bachelor’s degree or equivalent professional experience.
- 3+ years of experience in title operations, transaction management, portfolio management, or project management.
- Strong understanding of title production workflows, closing processes, and post-closing deliverables preferred.
- Demonstrated ability to manage multiple concurrent projects with competing deadlines.
- Proficiency in transaction management systems (e.g., FAST) and data tools (e.g., Data Tree).
- Strong Excel skills with the ability to organize, analyze, and interpret data using functions (e.g., pivot tables, vlookup/index match).
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Top Skills
What We Do
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally. First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).
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