Agent Finance Coordinator

Serhant

1d•Remote

About The Position

The Agent Finance Coordinator serves as a critical operational partner to the Agent Finance team, helping ensure a seamless experience for agents and internal stakeholders throughout the transaction and commission lifecycle. This role is responsible for managing high-volume communication, triaging requests, maintaining operational systems, and supporting the day-to-day execution of Agent Finance processes. Acting as the first point of contact for many agent finance inquiries, the Coordinator is responsible for identifying priorities, resolving routine matters, and directing more complex issues to the appropriate team members. The ideal candidate has a strong understanding of the real estate industry and transaction lifecycle, understands how agents operate, and can confidently distinguish between urgent business needs and routine requests. They are highly organized, detail-oriented, and thrive in a fast-paced environment where responsiveness, accuracy, and relationship management are essential. Success in this role requires exceptional communication skills, sound judgment, strong operational discipline, and a genuine passion for providing an outstanding experience to agents and internal partners. This individual will become a trusted resource across the organization and play an important role in helping the Agent Finance team operate efficiently, accurately, and at scale.

Requirements

2+ years of experience in real estate operations, brokerage administration, transaction coordination, agent services, or a similar support-focused role.
Strong understanding of the residential real estate transaction lifecycle, including contracts, commissions, deposits, and closing processes.
Experience supporting real estate agents, teams, brokers, or brokerage operations.
Exceptional organizational skills with the ability to manage multiple priorities while maintaining accuracy and attention to detail.
Excellent written and verbal communication skills with a professional, polished, and service-oriented approach.
Strong problem-solving abilities and sound judgment when prioritizing requests and escalating issues.
Demonstrated ability to handle confidential financial and business information with discretion.
Comfortable navigating multiple systems and maintaining accurate records across platforms.
Ability to work independently in a remote environment while collaborating effectively across departments and stakeholders.

Nice To Haves

Experience with SkySlope, DepositLink, Microsoft 365, SharePoint, Slack, Canva, and ClickUp preferred.

Responsibilities

Monitor and manage the Agent Finance HelpSpot ticketing system daily, including general ticket triaging and response to general inquiries.
Escalate issues as needed to the Director and Regional Leads to ensure timely resolution.
Respond to all POSH Assist calls to confirm and verify wire instructions for incoming and outgoing transactions to ensure accuracy and compliance.
Provide confirmation receipts for deposits received.
Configure new agent and team profiles in Agent Finance systems.
Update and maintain agent and team classifications to ensure proper reporting and downstream financial processing.
Manage user access and permissions across Agent Finance platforms, including Total Brokerage, SkySlope, and DepositLink, ensuring appropriate controls and timely updates.
Support special projects related to operational efficiency, system enhancements, and reporting initiatives as assigned.
Help match deposits to transactions and identify aged deposits for escalation.
Manage and apply branding templates to new resources (staff-facing and agent-facing resources).
Assist in curating and updating staff and agent resources upon request.
Manage the team SharePoint and Agent Finance resources/training on the internal SERHANT. website.
The company reserves the right to add or change duties at any time.