Transactions, Lead - US - (REMOTE)

We are one of the first work-from-anywhere companies with 2,000+ team members utilizing our virtual office called eXp World. This role is work-from-anywhere in the US.

About the role

Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. Come join us!

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.

Responsibilities

• Transaction Processing and Accuracy
  • Facilitate transaction settlements, ensuring accurate data entry, validation, and documentation at each stage.
  • Conduct detailed reviews of transaction files to ensure consistency, data accuracy, and compliance with regulatory and organizational standards.
  • 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
  • Provide guidance and act as a resource for analysts, assisting with complex transactions and fostering professional growth.
  • Assist in informal training sessions to enhance team proficiency in transaction processing, empowering team members with confidence and autonomy.
  • Promote a team-centered approach to addressing escalations and challenging issues, fostering a culture of mutual support and collaboration.
• Process Improvement and Optimization
  • Assess transaction workflows to identify inefficiencies.
  • Identify repetitive tasks suitable for automation, collaborating with management on implementing tools that increase efficiency and reduce errors.
  • Gather and escalate feedback from team members to refine processes, ensuring balance between operational efficiency and team satisfaction.
• Compliance and Risk Mitigation
  • Conduct regular audits to ensure transaction files adhere to regulatory and internal standards.
  • Proactively identify potential compliance or operational risks, proposing actionable solutions to management to mitigate exposure.
  • Keep the team informed of compliance updates and changes, fostering shared responsibility and awareness of compliance priorities.
• Impact Metrics
  • Improved employee satisfaction and reduced turnover, reflecting a positive and purpose-driven team culture.
  • Increased number of escalations resolved independently by team members.
  • Delivery of measurable outcomes from team-driven projects and process optimizations.
  • High levels of participation and enthusiasm in team coaching sessions and collaborative initiatives.

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).

Skills

• 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.

Benefits

• Fully remote environment.
• Paid Time Off.
• 401k with 4% match (immediate vesting).
• Robust Medical, Dental, & Vision benefits.
• Company provided equipment.
• Monthly Technology Stipend.
• FSA & HSA with employer contributions.
• Health & Wellness incentives.
• 100% Paid Parental Leave.