[Hiring] Transactions Analyst @eXp World Holdings, Inc.

Role Description

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.

Qualifications

• High School Diploma/GED required
• 1+ years of experience in transaction operations
• Demonstrated experience in managing escalations and resolving high-impact issues
• Proven track record of leading cross-functional projects with measurable success
• Proficiency in transaction processing systems and tools (e.g., TRX, Oracle, SkySlope)

Requirements

• 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
• 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
• 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
• 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
• Identify inefficiencies within transaction workflows and recommend enhancements to improve agent experiences
• Participate in pilot programs for new tools or processes, providing feedback to improve usability and efficiency
• Offer constructive feedback on tools and workflows, helping to streamline transaction processing
• Actively participate in team meetings and updates, staying informed about goals and contributing insights
• Promote a collaborative, positive work environment by being approachable and supportive of colleagues
• Recognize and celebrate individual and team achievements, fostering morale and motivation
• Engage in training opportunities to refine skills and stay informed about industry trends and compliance standards
• Actively seek feedback from peers and supervisors to improve performance and identify growth opportunities
• Stay current on real estate transaction management best practices, bringing fresh ideas to enhance processes

Benefits

• Fully remote environment
• Paid Time Off
• 401k with 4% match (immediate vesting)
• Robust Medical, Dental, & Vision benefits
• Company provided equipment
• Monthly Technology Stipend
• FSA & HSA with employer contributions
• Health & Wellness incentives
• 100% Paid Parental Leave

Key Competencies

• Customer Focus: Deliver world-class service in every interaction
• Attention to Detail: Maintain precision in reviewing transaction documents and data
• Problem-Solving: Identify and resolve transaction challenges effectively
• Collaboration: Build strong working relationships across teams and with agents
• Adaptability: Thrive in a fast-paced, remote environment and embrace new tools and processes
• Growth Mindset: Actively seek opportunities to learn and contribute to team success

Performance Metrics

• Accuracy Rate: High levels of precision in transaction validation and file settlement
• Timeliness: Completion of tasks within established SLAs
• Collaboration: Active participation in team activities and support for peers
• Process Improvement Contributions: Quality of recommendations for workflow or tool enhancements
• Agent Satisfaction: Positive feedback and efficient resolution of agent inquiries