Deal Advisor - Coldwell Banker - Chesterfield, MO

The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business.

Key Responsibilities:

• Approve all documents in Transaction Manager for assigned offices, ensuring accuracy and compliance with company standards and state regulations.

• Review and authorize form modification as needed for transactions

• Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.

• Respond to agent inquiries on transactions, contracts, and representation, through dedicated Teams phone lines and scheduled virtual meetings.

• Track and document all agent interactions, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.

• Conduct in-office and virtual training sessions on transaction processes, contract management, business development, and coaching, adapting content to meet agent needs.

• Present content and field Q&A at sales meetings to support agent understanding and engagement.

• Serve as the primary liaison and support resource for company and agent matters involving Missouri Real Estate Commission, REALTOR Association, and legal complaints, coordinating responses, risk mitigation, and resolution strategies. 

• Collaborate with office leadership and peers to share best practices, support agent success, promote Deal Advisor and contribute to a positive, inclusive workplace culture.

Skills and Qualifications:

• Active Broker’s license in the state of service required.

• Minimum 5 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.

• Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.

• Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.

• Ability to multi-task on a daily basis, transitioning between responsibilities 

• Collaborative mindset, open to feedback and eager to share knowledge and learn from others.

• Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.

• Proficiency with Microsoft Office and internet platforms.