Transaction Specialist - TX

Serhant•Prior Lake, MN

1d•Hybrid

About The Position

We are seeking a detail-oriented Transaction Specialist to play a crucial role in ensuring smooth, compliant transactions across our team. In this role, you will manage transaction workflows end-to-end, including document compliance, commission processing, and agent support. You will serve as a key partner to agents, guiding them through systems, processes, and requirements while ensuring accuracy and timeliness at every stage of the transaction lifecycle. This role requires a strong understanding of compliance, financial accuracy, and internal systems, along with the ability to proactively identify issues and drive solutions.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
3-5 years of experience processing real estate transactions. SkySlope experience preferred.
Texas Real Estate License is required.
Exceptional attention to detail in auditing documents and financial data
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
High level of customer service and responsiveness
Advanced proficiency in Excel (pivot tables, lookups, etc.)
Strong organizational and time management skills with ability to manage multiple priorities
Ability to quickly learn new systems and adapt to evolving processes
Self-starter with the ability to work independently and drive results

Responsibilities

Review, audit, and manage transaction files to ensure compliance with brokerage and state-specific requirements
Maintain accuracy across all deal stages, demonstrating a strong understanding of transaction statuses and workflows
Identify and resolve missing or incorrect documentation that may delay closing or commission processing
Independently complete compliance reviews within SkySlope, ensuring files meet all required standards
Apply a deep understanding of company policies, regional requirements, and escalation paths (including Broker of Record involvement)
Queue, review, and process commissions with a high degree of accuracy and accountability
Audit commission structures including splits, referral fees, transaction fees, and co-broke agreements. Strong understanding of team structures and dynamics.
Identify and flag discrepancies such as missing splits, deposit mismatches, and incorrect GCI calculations
Validate commission data against compliance documentation and financial records
Generate CDAs, support escrow release processes, and ensure proper payment readiness
Serve as a primary point of contact for agents, providing timely and accurate support on transaction status, submissions, and payment timelines
Proactively communicate with agents to resolve outstanding items required to close transactions
Manage and respond to a shared inbox, ensuring all assigned communications are addressed by end of day
Tag and route inquiries appropriately across internal teams based on ownership and subject matter
Act as a subject matter expert in transaction and commission platforms, including Total Brokerage and SkySlope
Maintain detailed notes within transaction records, documenting agent communications and internal escalations
Utilize internal tools such as deposit logs to investigate pending funds and transaction discrepancies
Manage a high volume of transactions across multiple stages
Self-prioritize tasks and operate independently with minimal oversight in a fast-paced environment
Demonstrate strong attention to detail and accuracy aligned with internal quality thresholds
Identify inefficiencies in workflows and proactively implement scalable improvements
Collaborate cross-functionally with Agent Finance, Accounting, and Brokerage Operations
Support ongoing training and knowledge-sharing initiatives to improve team efficiency and agent experience