[Hiring] Transaction Specialist @Serhant

Role Description

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.
  • 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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
• 3-5 years of experience processing real estate transactions.
• SkySlope experience preferred.
• Experience with real estate transactions in Connecticut, Delaware, Illinois, Maryland, New England, and Virginia.
• Real Estate license a plus.
• Preference given to candidates based in Eastern and Central time zones.

Requirements

• Exceptional attention to detail in auditing documents and financial data.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• High level of customer service and responsiveness.
• Advanced proficiency in Excel (pivot tables, lookups, etc.).
• Strong organizational and time management skills with ability to manage multiple priorities.
• Ability to quickly learn new systems and adapt to evolving processes.
• Self-starter with the ability to work independently and drive results.

Benefits

• Eligible employees may receive medical, dental and vision insurance.
• Paid time off and paid holidays.
• Retirement benefits.
• Other company-sponsored benefits, subject to applicable eligibility requirements and plan terms.