What you will do:
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.
How you will make an impact:
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 wor