Transaction Analyst - East/Central - (Fixed Term) - (REMOTE)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

*Please note: This is a 6-month, fixed-term contract position.*
Represent eXp Realty as the primary point of contact for agents and brokers, assisting with their real estate transactions in a remote environment.
Provide expert guidance on transaction-related inquiries, ranging from simple to complex.
Deliver exceptional customer service by addressing issues with empathy, urgency, and effective problem-solving skills.
Greet agents and new recruits in the virtual office, educating them on eXp’s services and tools.
Collaborate with agents and settlement companies to resolve transaction discrepancies and ensure accuracy.

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.

Ensure all transactions comply with regulatory standards and internal policies, mitigating potential risks.
Perform regular quality checks on transaction data to maintain integrity and support audit readiness.
Maintain detailed, accessible records of transactions for auditing and reporting purposes.

Assist team members with complex transactions and provide support during high-volume periods.
Actively participate in team problem-solving sessions, sharing insights and best practices.
Foster a learning-focused environment by sharing updates, process improvements, and knowledge with the team.
Work independently and collaboratively, contributing to team success and meeting shared goals.

Identify inefficiencies within transaction workflows and recommend enhancements to improve agent experiences.
Participate in pilot programs for new tools or processes, providing feedback to improve usability and efficiency.
Offer constructive feedback on tools and workflows, helping to streamline transaction processing.

Actively participate in team meetings and updates, staying informed about goals and contributing insights.
Promote a collaborative, positive work environment by being approachable and supportive of colleagues.
Recognize and celebrate individual and team achievements, fostering morale and motivation.

Engage in training opportunities to refine skills and stay informed about industry trends and compliance standards.
Actively seek feedback from peers and supervisors to improve performance and identify growth opportunities.
Stay current on real estate transaction management best practices, bringing fresh ideas to enhance processes.

Customer Focus: Deliver world-class service in every interaction.
Attention to Detail: Maintain precision in reviewing transaction documents and data.
Problem-Solving: Identify and resolve transaction challenges effectively.
Collaboration: Build strong working relationships across teams and with agents.
Adaptability: Thrive in a fast-paced, remote environment and embrace new tools and processes.
Growth Mindset: Actively seek opportunities to learn and contribute to team success.

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).

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.

Professional Concepts: Apply company policies and resolve routine issues using professional concepts.
Problem-Solving Scope: Address limited-scope issues by following standard procedures and seeking solutions collaboratively.
Collaboration: Build stable internal relationships, contributing to a positive team environment.
Guidance Level: Learn under detailed instructions while growing professional skills.

Accuracy Rate: High levels of precision in transaction validation and file settlement.
Timeliness: Completion of tasks within established SLAs.
Collaboration: Active participation in team activities and support for peers.
Process Improvement Contributions: Quality of recommendations for workflow or tool enhancements.
Agent Satisfaction: Positive feedback and efficient resolution of agent inquiries.