Regional Lead, Agent Finance

Serhant

2d•Remote

About The Position

The Regional Lead plays a pivotal role in ensuring smooth, compliant, and efficient transaction processing within their assigned region. This individual acts as both a subject matter expert and a resource for team coordination, workflow support, and operational excellence. In addition to managing transactions and maintaining compliance, this role oversees a small team, provides workflow coverage during team PTO, and serves as a key liaison between agents, regional Brokers of Record, and the Director of Agent Finance. This position requires exceptional organizational skills, a proactive mindset, and a strong understanding of transaction processes in a dynamic, fast-paced real estate environment.

Requirements

Bachelor’s degree in a relevant field such as Finance, Business Administration, Real Estate, or related disciplines.
3–5 years of professional experience in real estate transactions, compliance, or operations.
Proven ability to manage multiple priorities and team workflows effectively.
Strong understanding of commission processing and document management within real estate systems.
Experience collaborating with Brokers of Record and multi-state real estate teams preferred.
Proficiency in SkySlope, CDA generation, and Excel
Experience managing a remote team.
Experience in the following markets: Connecticut, Rhode Island, Massachusetts, Delaware, Maryland, Virginia, Illinois.
Experience with Escrow.
Must be able to work Central/Eastern time zones.
Able to guide, mentor, and provide operational backup to team members.
Excellent written and verbal communication skills, adept at navigating agent and broker relationships.
Proactive, responsive, and solutions-oriented in addressing agent and internal team needs.
High attention to accuracy in reviewing documents and financial calculations.
Quick to learn new platforms and adapt to process updates.
Demonstrates ownership of responsibilities and follow-through on commitments.

Responsibilities

Serve as the regional point of contact for Transaction Specialists, ensuring consistent process adherence and operational excellence.
Manage overflow of deals during peak periods or to balance team workload.
Provide workflow backup for team members who are out on PTO, maintaining seamless transaction continuity.
Escalate complex or sensitive issues directly to the Director of Agent Finance.
Work directly with agents to ensure transactions move efficiently from contract to close.
Partner with regional Brokers of Record to confirm compliance, documentation accuracy, and proper licensing representation across all files.
Foster strong, service-oriented relationships with agents to improve communication and enhance transaction success rates.
Oversee transaction documentation and ensure compliance with state, regional, and brokerage standards.
Maintain and audit records within systems such as Total Brokerage (TB) and SkySlope.
Review commission structures, splits, and payouts for accuracy and alignment with brokerage policy.
Identify and address potential compliance gaps before closing.
Act as a subject matter expert in Total Brokerage (TB) and SkySlope, guiding the team and agents in efficient platform use.
Support ongoing system optimization efforts by sharing feedback and recommending process improvements.
Train new Transaction Specialists and assist with onboarding, ensuring a consistent approach to best practices.