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:

• Transaction Processing and Accuracy
• • 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.
  • Engagement and Retention: Improved employee satisfaction and reduced turnover, reflecting a positive and purpose-driven team culture.
  • Autonomous Problem-Solving: Increased number of escalations resolved independently by team members.
  • Project and Workflow Improvements: Delivery of measurable outcomes from team-driven projects and process optimizations.
  • Collaborative Growth: High levels of participation and enthusiasm in team coaching sessions and collaborative initiatives.

How you will grab our attention:

• Key Skills and Competencies
• • 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)

If you think you’d make a great match for this position but don’t meet all the requirements, we would still encourage you to apply!

What eXp provides:

• 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

EEO Statement:

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.