Transaction Specialist

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.

Key Responsibilities

• Transaction & Compliance Management
  • 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)
• Commission Processing & Financial Accuracy
  • 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
• Agent Support & Communication
  • 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
• Systems & Process Expertise
  • 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
• Operational Excellence & Workflow Optimization
  • 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
• The company reserves the right to add or change duties at any time.