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Transaction Settlement Lead - (REMOTE)

Company: eXp Realty
Location: Jackson
Posted on: September 17, 2023

Job Description:

We are one of the first all-remote companies with 2,000+ team members utilizing our virtual office called eXp world. This role is work-from-anywhere in the U.S., excluding U.S. territories. - 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 6x Glassdoor Best Places to Work organization! About the team: Brokerage Operations is pushing the boundaries of possibility by breaking the mold of the traditional brokerage with a team-oriented environment, ability to work remotely and tons of opportunities for career advancement. With lots of fun, informative and motivational training and development, we are all about connecting with one another, with our agents and building the most collaborative, exciting and proactive brokerage in the world. Come join us!

What you will do: The Transaction Settlement Lead represents eXp Realty as a lead to the front-line organization to assist agents and brokers on their Real Estate transactions. The ability to work side by side with the Payment Processing team and serve as a lead/point of contact to help answer simple to complex questions as it relates to every day in a virtual (remote) environment. World-class customer service/experience is required for every interaction with strong problem-solving skills, empathy, and urgency to every engagement. Manage and support payment processing in the following areas. How you will make an impact:

  • Manages and works side by side with the Payment Processing team that supports the following areas:
    • Individual Agents
    • Teams Transactions (e.g. Mega, Large Teams)
    • State / Geo Based Transactions (e.g. CA, FL, TX, Ontario)
    • Serves as the primary point of contact for escalations or day-of questions from Transaction Settlement Analysts
    • Identifies and communicates areas of improvement to the Transaction Settlement Manager; always identifying and recommending process improvements to help with overall agent experience
    • Verify Enterprise override approvals and make notes once approved. -
    • Answer staff questions and be a 2nd set of eyes on files when needed
    • Helps oversee the review of transaction data, preparation of Commission Disbursement Authorization and settlement of files
    • Assists Transaction Settlement Manager with ongoing training needs for the team
    • Works closely with the Brokerage Operations team as well as other departments
    • Assists team when additional coverage is needed by performing TSA tasks -
    • Review transaction documents and incoming settlement statements to ensure documents match Enterprise before settling files. -
    • Works within cloud-based back-office systems
    • Answers escalated questions from Agents and other team members related to payment processing
    • Able to work with agents and settlement companies to identify and resolve errors on files -
    • Complete daily tasks in a timely efficient manner;
    • Greet Agent/New Recruits in cloud-based office and provide education of services provided;
    • Performs other duties as assigned
    • Strong attention to detail in reviewing documents and entering data is required;
    • Assist the immediate needs of agents and brokers
    • Ability to maintain confidentiality and work well with agents;
    • Respond to agents' questions in a timely and professional manner;
    • Assist with Performance Improvement Plans when necessary
    • Work independently, resolve problems in a timely manner How you will grab our attention:
      • 2+ years of relevant experience in a high-volume, real estate transaction process with a focus on delivering a world-class customer service/experience -
      • Real Estate Experience in Transaction Contract Management a MUST
      • Ability to read and interpret documents including real estate contracts, leases, and settlement statements;
      • Highly adaptable and a clear-thinking problem solver;
      • A self-starter on individual projects and a contributing member on team projects with a "can do" attitude;
      • Excellent written, verbal, and organizational skills;
      • Professional telephone skills;
      • Strong organizational, prioritization and time management skills;
      • Positive, trustworthy and dependable;
      • Proficiency in - G Suite strongly preferred
      • SkySlope experience preferred
      • Ability to work remotely with no direct in-person supervision Education:
        • BA in related field preferred
        • High School Diploma/GED required 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 Realty Provides:
          • Robust Medical benefits, as well as Dental & Vision benefits
          • Company supplied equipment; laptop, monitor, headset
          • FSA plan
          • 401k with a 4% match
          • Stock option grant
          • Fully remote environment
          • Amazing company culture
          • And more...
            eXp Realty and its affiliated companies are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability or any other characteristic protected by law.

Keywords: eXp Realty, Jackson , Transaction Settlement Lead - (REMOTE), Other , Jackson, Mississippi

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