Transactions, Lead - US - (REMOTE)
eXp RealtyAbout the role
We are one of the first work-from-anywhere companies with 2,000+ team members utilizing our virtual office called eXp World. This role is work-from-anywhere in the US.
Who is eXp?
Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. Come join us!
What you will do:
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.
How you will make an impact:
- Transaction Processing and Accuracy
- End-to-End Transaction Assistance: Facilitate transaction settlements, ensuring accurate data entry, validation, and documentation at each stage.
- Quality Control and Review: Conduct detailed reviews of transaction files to ensure consistency, data accuracy, and compliance with regulatory and organizational standards.
- Error Resolution: 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.
- Collaborative Escalation Management
- Mentoring Team Members: Provide guidance and act as a resource for analysts, assisting with complex transactions and fostering professional growth.
- Skill Development: Assist in informal training sessions to enhance team proficiency in transaction processing, empowering team members with confidence and autonomy.
- Collaborative Problem Solving: Promote a team-centered approach to addressing escalations and challenging issues, fostering a culture of mutual support and collaboration.
- Process Improvement and Optimization
- Identify Workflow Enhancements: Assess transaction workflows to identify inefficiencies.
- Contribute to Automation Initiatives: Identify repetitive tasks suitable for automation, collaborating with management on implementing tools that increase efficiency and reduce errors.
- Feedback-Driven Adjustments: Gather and escalate feedback from team members to refine processes, ensuring balance between operational efficiency and team satisfaction.
- Compliance and Risk Mitigation
- Compliance Checks: Conduct regular audits to ensure transaction files adhere to regulatory and internal standards.
- Risk Awareness: Proactively identify potential compliance or operational risks, proposing actionable solutions to management to mitigate exposure.
- Knowledge Sharing: Keep the team informed of compliance updates and changes, fostering shared responsibility and awareness of compliance priorities.
- Engagement and Retention: Improved employee satisfaction and reduced turnover, reflecting a positive and purpose-driven team culture.
- Autonomous Problem-Solving: Increased number of escalations resolved independently by team members.
- Project and Workflow Improvements: Delivery of measurabl
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