Deal Advisor - Coldwell Banker - Chesterfield, MO

About the role

The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving.

Responsibilities

• Approve all documents in Transaction Manager for assigned offices, ensuring accuracy and compliance with company standards and state regulations.
• Review and authorize form modification as needed for transactions.
• Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.
• Respond to agent inquiries on transactions, contracts, and representation, through dedicated Teams phone lines and scheduled virtual meetings.
• Track and document all agent interactions, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.
• Conduct in-office and virtual training sessions on transaction processes, contract management, business development, and coaching, adapting content to meet agent needs.
• Present content and field Q&A at sales meetings to support agent understanding and engagement.
• Serve as the primary liaison and support resource for company and agent matters involving Missouri Real Estate Commission, REALTOR Association, and legal complaints, coordinating responses, risk mitigation, and resolution strategies.
• Collaborate with office leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture.

Qualifications

• Active Broker’s license in the state of service required.
• Minimum 5 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.
• Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.
• Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.
• Ability to multi-task on a daily basis, transitioning between responsibilities.
• Collaborative mindset, open to feedback and eager to share knowledge and learn from others.
• Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.
• Proficiency with Microsoft Office and internet platforms.