Transactions, Lead - (REMOTE)

eXp World Holdings, Inc.

20h•Remote

About The Position

The Transactions, Lead is a pivotal role responsible for guiding and supporting the Transactions team while ensuring exceptional service for agents and brokers in a virtual environment. This position focuses on providing leadership in transaction validation, compliance, process optimization, and team development. By fostering collaboration, maintaining high operational standards, and delivering a world-class customer experience, the Transactions, Lead contributes to the seamless execution of real estate transactions and continuous improvement initiatives.

Requirements

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).

Nice To Haves

Expertise in transaction processing, compliance, and data analysis.
Strong leadership and mentoring capabilities.
Excellent communication and collaboration skills.
Proficiency in tools and platforms such as Oracle, Coda.io, and other transaction management software.
Analytical mindset with a focus on continuous improvement and process optimization.

Responsibilities

Facilitate transaction settlements, ensuring accurate data entry, validation, and documentation at each stage.
Conduct detailed reviews of transaction files to ensure consistency, data accuracy, and compliance with regulatory and organizational standards.
Address transaction discrepancies promptly by collaborating with team members and other departments to implement timely corrections.
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.
Provide guidance and act as a resource for analysts, assisting with complex transactions and fostering professional growth.
Assist in informal training sessions to enhance team proficiency in transaction processing, empowering team members with confidence and autonomy.
Promote a team-centered approach to addressing escalations and challenging issues, fostering a culture of mutual support and collaboration.
Assess transaction workflows to identify inefficiencies.
Identify repetitive tasks suitable for automation, collaborating with management on implementing tools that increase efficiency and reduce errors.
Gather and escalate feedback from team members to refine processes, ensuring balance between operational efficiency and team satisfaction.
Conduct regular audits to ensure transaction files adhere to regulatory and internal standards.
Proactively identify potential compliance or operational risks, proposing actionable solutions to management to mitigate exposure.
Keep the team informed of compliance updates and changes, fostering shared responsibility and awareness of compliance priorities.