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Transaction Analyst - East/Central - (Fixed Term) - (REMOTE)

Worldwide Salaried Open

We are one of the first work-from-anywhere companies with 2,000+ team members utilizing our virtual office called eXp World. This role is work-from-anywhere in East/Central US.

  • *Please note: This is a 6-month, fixed-term contract position.*

Who is eXp? Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. Come join us at eXp Realty – a 8x Glassdoor Best Places to Work organization! 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 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.

Engagement and Positive Team Culture

  • 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.

Self-Development and Continuous Learning

  • 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.

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.

How you will grab our attention:

  • 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).

Key Metrics for Success

  • Engagement and Retention: Improved employee satisfaction and reduced turnover, reflecting a positive and purpose-driven team culture.
  • Autonomous Problem-Solving: Increased number of escalations resolved independently by team members.
  • Project and Workflow Improvements: Delivery of measurable outcomes from team-driven projects and process optimizations.
  • Collaborative Growth: High levels of participation and enthusiasm in team coaching sessions and collaborative initiatives.

Competencies:

  • Professional Concepts: Apply company policies and resolve routine issues using professional concepts.
  • Problem-Solving Scope: Address limited-scope issues by following standard procedures and seeking solutions collaboratively.
  • Collaboration: Build stable internal relationships, contributing to a positive team environment.
  • Guidance Level: Learn under detailed instructions while growing professional skills.

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.

If you think you’d make a great match for this position but don’t meet all the requirements, we would still encourage you to apply! What eXp provides:

  • 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
  • Stock option grant
  • Health & Wellness incentives
  • 100% Paid Parental Leave

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