What you will do:
The Broker Transaction Analyst (BTA) is a dynamic role focused on delivering hands-on, customer-centric service through meticulous review and management of contracts, addendums, notices, and agreements associated with eXp client and customer transactions. Leveraging advanced technology, including AI-enhanced workflows within eXp’s transaction management system, the BTA ensures thorough compliance and accuracy in all documentation.
This role requires specialized education and advanced licensing to effectively support the Designated Managing Broker in overseeing eXp Realty brokerage operations within their state. A real estate license is required for this role. The BTA is integral in cultivating a collaborative team environment, proactively assisting agents to deliver exceptional brokerage services while ensuring adherence to state license laws, REALTOR association requirements, and MLS standards. Responsibilities include detailed transaction review, compliance training, and active participation in the eXp Risk Management initiatives and programs.
The BTA will bring a proven track record of promoting risk management best practices, a deep understanding of real estate transaction workflows, and a collaborative, solutions-oriented approach. This role requires a "Customer service-focused collaborator with an eye for detail." This role requires a person who can seamlessly implement innovative technology-driven systems and processes, fostering a highly cooperative, team-focused work atmosphere and demonstrating an unwavering commitment to excellence.
How you will make an impact:
- Collaboratively support the Designated and Managing Brokers to ensure eXp agents consistently deliver outstanding real estate brokerage services.
- May be asked to conduct training sessions to improve agents' knowledge of contracts, risk management practices and duties under licensing requirements, and state real estate regulations.
- Respond promptly and effectively to agents’ requests for support, demonstrating exceptional customer service and care.
- Utilize advanced technology, including AI-driven tools, to thoroughly review contracts and transactional documents, ensuring compliance with all legal and contractual obligations.
- Foster a highly collaborative, solution-oriented environment by removing transactional barriers, modeling agile workflows, and actively participating in team-based initiatives to enhance agent experience, risk management, and operational excellence.
- Actively consult and engage with eXp agents and internal teams to resolve complex transaction-related issues, providing practical solutions.
- Support and promote the ongoing implementation of the eXp risk management initiatives, employing technology and innovative methods to enhance agent awareness and compliance.
- Assist in the continuous development, improvement, and compliance monitoring of brokerage operations manuals at both the company-wide and state-specific levels.
- Collaborate proactively with internal departments to identify and implement innovative, efficient solutions for supporting eXp’s growing agent base.
- Demonstrate flexibility by providing backup support for Managing Brokers as necessary.
- Fulfill additional duties as assigned to meet the strategic needs of the brokerage.
How you will grab our attention:
- A minimum of 2 years of experience in detailed contract review, demonstrating comprehensive knowledge of real estate transactions.
- Strong expertise and experience in real estate compliance, with a deep understanding of state and federal laws, Department of Commerce rules and regulations, Department of Housing and Urban Development requirements, NAR Code of Ethics, and MLS standards.
- Exceptional written, verbal, and interpersonal communication skills, capable of clearly and effectively interacting with all organizational levels.
- A highly collaborative approach with proven success in partnering with internal stakeholders to achieve shared objectives.