Transactions, Analyst - PDT/MDT - (Fixed-Term) - (REMOTE)

eXp World Holdings, Inc.

14h•Remote

About The Position

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.

Requirements

High School Diploma/GED required
1+ years of experience in transaction operations

Nice To Haves

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).

Responsibilities

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.