Overview
A leading real estate brand is seeking a detail-oriented Transaction Specialist to manage and ensure smooth, compliant real estate transactions. This role involves overseeing transaction workflows from start to finish, including document compliance, commission processing, and providing support to agents.
Responsibilities
Transaction & Compliance Management
- Review, audit, and manage transaction files to ensure compliance with brokerage and state-specific requirements
- Maintain accuracy across all deal stages with a strong understanding of transaction statuses and workflows
- Identify and resolve missing or incorrect documentation that could delay closings or commission processing
- Independently complete compliance reviews within transaction management platforms
- Apply knowledge of company policies, regional requirements, and escalation procedures
Commission Processing & Financial Accuracy
- Queue, review, and process commissions accurately and responsibly
- Audit commission structures including splits, referral fees, transaction fees, and co-broke agreements
- Identify and flag discrepancies such as missing splits, deposit mismatches, and incorrect gross commission income calculations
- Validate commission data against compliance documentation and financial records
- Generate commission disbursement authorizations, support escrow release processes, and ensure payment readiness
Agent Support & Communication
- Serve as a primary contact for agents regarding transaction status, submissions, and payment timelines
- Proactively communicate with agents to resolve outstanding items needed to close transactions
- Manage and respond to shared inbox communications promptly
- Route inquiries appropriately across internal teams based on subject matter and ownership
Systems & Process Expertise
- Act as a subject matter expert in transaction and commission platforms, including Total Brokerage and SkySlope
- Maintain detailed notes within transaction records documenting communications and escalations
- Utilize internal tools such as deposit logs to investigate pending funds and transaction discrepancies
Operational Excellence & Workflow Optimization
- Manage a high volume of transactions across multiple stages
- Prioritize tasks independently and operate with minimal oversight in a fast-paced environment
- Demonstrate strong attention to detail and accuracy aligned with internal quality standards
- Identify inefficiencies in workflows and implement scalable improvements
- Collaborate cross-functionally with Agent Finance, Accounting, and Brokerage Operations teams
- Support ongoing training and knowledge-sharing initiatives to improve team efficiency and agent experience
Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred
- 3-5 years of experience processing real estate transactions
- Experience with SkySlope preferred
- Experience with real estate transactions in California
- Real estate license is a plus
Skills
- Exceptional attention to detail in auditing documents and financial data
- Strong analytical and problem-solving abilities
- Excellent written and verbal communication skills
- High level of customer service and responsiveness
- Advanced proficiency in Excel (pivot tables, lookups, etc.)
- Strong organizational and time management skills with ability to manage multiple priorities
- Ability to quickly learn new systems and adapt to evolving processes
- Self-starter with ability to work independently and drive results
Location
Information about the job location was not provided.
Compensation & Benefits
Compensation details and benefits information were not provided.