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 East/Central US.
• *Please note: This is a 6-month, fixed-term contract position.*
Who is eXp?
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 at eXp Realty – a 8x Glassdoor Best Places to Work organization!
What you will do:
The Transactions Analyst serves as a key resource at eXp Realty, assisting agents and brokers with their real estate transactions in a virtual environment. This role focuses on ensuring transaction accuracy, compliance, and efficiency while delivering a world-class customer experience. With a collaborative mindset, strong problem-solving abilities, and attention to detail, the Transactions Analyst supports the agent journey and contributes to process improvements that enhance the overall agent experience.
How you will make an impact:
Agent and Broker Support
• 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.
Transaction Processing and Validation
• 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.
Compliance and Data Integrity
• 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.
Collaboration and Team Support
• 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.
Process Improvement and Efficiency
• 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.
Engagement and Positive Team Culture
• 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.
Self-Development and Continuous Learning
• 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.
Key Competencies:
• 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.
How you will grab our attention:
• 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).
Key Metrics for Success
• 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.
Competencies:
• 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.
Performance Metrics:
• 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.
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
• Stock option grant
• Health & Wellness incentives
• 100% Paid Parental Leave
EEO Statement: