Transactions, Lead - (REMOTE)

What You Will Do

The Transactions, Lead is a pivotal role responsible for guiding and supporting the Transactions team while ensuring exceptional service for agents and brokers in a virtual environment. This position focuses on providing leadership in transaction validation, compliance, process optimization, and team development. By fostering collaboration, maintaining high operational standards, and delivering a world-class customer experience, the Transactions, Lead contributes to the seamless execution of real estate transactions and continuous improvement initiatives.

How You Will Make An Impact

• • End-to-End Transaction Assistance: Facilitate transaction settlements, ensuring accurate data entry, validation, and documentation at each stage.
  • Quality Control and Review: Conduct detailed reviews of transaction files to ensure consistency, data accuracy, and compliance with regulatory and organizational standards.
  • Error Resolution: Address transaction discrepancies promptly by collaborating with team members and other departments to implement timely corrections.
  • Review transaction data for accuracy, completeness, and consistency, ensuring compliance with organizational standards.
  • Prepare and finalize Commission Disbursement Authorizations and settle transaction files promptly.
  • Support transactions for individual agents, large teams (e.g., Mega Teams), and state or geo-based transactions (e.g., CA, FL, TX).
  • Organize transaction documents, ensuring alignment between all systems.
  • Verify settlement statements to ensure they match enterprise records before finalizing transactions.
  • Collaborate with the Brokerage Operations team to review transaction documents and follow up on file statuses.
• Collaborative Escalation Management
  • Mentoring Team Members: Provide guidance and act as a resource for analysts, assisting with complex transactions and fostering professional growth.
  • Skill Development: Assist in informal training sessions to enhance team proficiency in transaction processing, empowering team members with confidence and autonomy.
  • Collaborative Problem Solving: Promote a team-centered approach to addressing escalations and challenging issues, fostering a culture of mutual support and collaboration.
• Process Improvement and Optimization
  • Identify Workflow Enhancements: Assess transaction workflows to identify inefficiencies.
  • Contribute to Automation Initiatives: Identify repetitive tasks suitable for automation, collaborating with management on implementing tools that increase efficiency and reduce errors.
  • Feedback-Driven Adjustments: Gather and escalate feedback from team members to refine processes, ensuring balance between operational efficiency and team satisfaction.

Compliance and Risk Mitigation

• Compliance Checks: Conduct regular audits to ensure transaction files adhere to regulatory and internal standards.
• Risk Awareness: Proactively identify potential compliance or operational risks, proposing actionable solutions to management to mitigate exposure.
• Knowledge Sharing: Keep the team informed of compliance updates and changes, fostering shared responsibility and awareness of compliance priorities.

Requirements

• High School Diploma/GED required
• 1+ years of experience in transaction operations
• Demonstrated experience in managing escalations and resolving high-impact issues
• Proven track record of leading cross-functional projects with measurable success
• Proficiency in transaction processing systems and tools (e.g., TRX, Oracle, SkySlope)
• Expertise in transaction processing, compliance, and data analysis
• Strong leadership and mentoring capabilities
• Excellent communication and collaboration skills
• Proficiency in tools and platforms such as Oracle, Coda.io, and other transaction management software
• Analytical mindset with a focus on continuous improvement and process optimization

Qualifications

• High School Diploma/GED required
• 1+ years of experience in transaction operations
• Demonstrated experience in managing escalations and resolving high-impact issues
• Proven track record of leading cross-functional projects with measurable success
• Proficiency in transaction processing systems and tools (e.g., TRX, Oracle, SkySlope)
• Expertise in transaction processing, compliance, and data analysis
• Strong leadership and mentoring capabilities
• Excellent communication and collaboration skills
• Proficiency in tools and platforms such as Oracle, Coda.io, and other transaction management software
• Analytical mindset with a focus on continuous improvement and process optimization

Skills

• Transaction processing systems and tools (e.g., TRX, Oracle, SkySlope)
• Data analysis
• Leadership and mentoring
• Communication and collaboration
• Tools and platforms (e.g., Oracle, Coda.io, other transaction management software)
• Compliance and risk mitigation

Benefits

• Fully remote environment
• Paid Time Off
• Robust Medical, Dental, & Vision benefits
• Company provided equipment
• Monthly Technology Stipend
• FSA & HSA with employer contributions
• Health & Wellness incentives

Pay

TBD

Schedule

Work-from-anywhere in the US