Transaction Analyst - (REMOTE)

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 US. 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

EEO Statement: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law. Apply tot his job Apply To this Job