Rafael Rivera is a Lead Transaction Coordinator at Greysteel, supporting investment sales and debt placement transactions through disciplined process management, documentation standards, and cross-functional execution. His role spans the full transaction lifecycle, including deal files, critical dates, borrower materials, lender submissions, title and escrow coordination, and the communication flow between advisors, clients, lenders, and third-party stakeholders.

Rafael supports multifamily and retail investment sales across Southern California, along with debt placement transactions nationally. On the financing side, he packages borrower materials for lender submission, tracks quotes and term sheets, and keeps loan timelines aligned with closing milestones. He holds a California Real Estate Salesperson License. He builds AI-assisted research workflows that compress listing and market analysis from hours to minutes, and develops documentation that turns individual process improvements into repeatable teamwide systems. He helps advisors close with less friction by creating systems that reduce missed dates, dropped handoffs, and documentation gaps before they become obstacles.

Before Greysteel, Rafael was Director of Strategy and Customer Experience at Ford Rispe, where he led digital transformation across sales, service, marketing, and IT. He built a paperless sales workflow around e-signature, created analytics and reporting infrastructure, and launched automation and audience-targeting initiatives. That work lifted client retention 16% in eight weeks, reduced customer acquisition cost 12%, grew lead generation 54%, increased e-commerce revenue 20%, and lifted annual gross profit 16%.

Experience Highlight:

Ford Rispe – Strategy, Customer Experience, and Digital Transformation

• Role: Director of Strategy & Customer Experience
• Challenge: The business needed more efficient systems across sales, service, marketing, IT, and customer experience.
• Solution: Rafael led digital transformation initiatives, built a paperless sales workflow around e-signature, created analytics and reporting infrastructure, and launched automation and audience-targeting strategies across the business.
• Outcome: His work helped lift client retention 16% in eight weeks, reduce customer acquisition cost 12%, grow lead generation 54%, increase e-commerce revenue 20%, support a 94% Net Promoter Score, and lift annual gross profit 16% across the launch portfolio.

• Tecnológico de Monterrey, Bachelor of Science in Financial Management, Human Resources Minor
• California Real Estate Salesperson License, California Department of Real Estate
• AI for Business Specialization, University of Pennsylvania
• Engineering Project Management, Rice University
• High Trust Leadership Diploma, Great Place to Work / Universidad Iberoamericana
• President, Digital Marketing Committee, Ford Mexico Dealers Association

• Real-Time Delivery Tracking Platform, 16% Retention Lift in Eight Weeks, Ford Rispe
• 94% Net Promoter Score, Ford Rispe
• Languages Spoken: English, Spanish, Italian, French

• Traveling
• Reflecting