Transactions, Analyst - (REMOTE) Transaction Operations Remote, 8 Locations Req ID: 1997 · Full-Time Transactions, Analyst - (REMOTE)
Zoocasa
Description
- 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.
- 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).
- Fully remote environment
- Unlimited PTO for salaried employees
- 401k with 4% match (immediate vesting)
- Robust Medical, Dental, & Vision benefits
- Company provided equipment
- Monthly Technology Stipend
- FSA & HSA with employer contributions
- Stock option grant
- Health & Wellness incentives
- 100% Paid Parental Leave
