Transaction Specialist - NJ/PA

Transaction Specialist

Remote | NEW JERSEY or PENNSYLVANIA

About SERHANT. 

About the Role 

We are seeking a detail-oriented Transaction Specialist to play a crucial role in ensuring smooth, compliant transactions across our team. In this role, you will manage transaction workflows end-to-end, including document compliance, commission processing, and agent support. 

You will serve as a key partner to agents, guiding them through systems, processes, and requirements while ensuring accuracy and timeliness at every stage of the transaction lifecycle. This role requires a strong understanding of compliance, financial accuracy, and internal systems, along with the ability to proactively identify issues and drive solutions. 

Key Responsibilities 

 
Transaction & Compliance Management 

• Review, audit, and manage transaction files to ensure compliance with brokerage and state-specific requirements  

• Maintain accuracy across all deal stages, demonstrating a strong understanding of transaction statuses and workflows  

• Identify and resolve missing or incorrect documentation that may delay closing or commission processing  

• Independently complete compliance reviews within SkySlope, ensuring files meet all required standards  

• Apply a deep understanding of company policies, regional requirements, and escalation paths (including Broker of Record involvement)  

 
Commission Processing & Financial Accuracy 

• Queue, review, and process commissions with a high degree of accuracy and accountability  

• Audit commission structures including splits, referral fees, transaction fees, and co-broke agreements. Strong understanding of team structures and dynamics.  

• Identify and flag discrepancies such as missing splits, deposit mismatches, and incorrect GCI calculations  

• Validate commission data against compliance documentation and financial records  

• Generate CDAs, support escrow release processes, and ensure proper payment readiness  

 
Agent Support & Communication 

• Serve as a primary point of contact for agents, providing timely and accurate support on transaction status, submissions, and payment timelines  

• Proactively communicate with agents to resolve outstanding items required to close transactions  

• Manage and respond to a shared inbox, ensuring all assigned communications are addressed by end of day  

• Tag and route inquiries appropriately across internal teams based on ownership and subject matter  
   

Systems & Process Expertise 

• Act as a subject matter expert in transaction and commission platforms, including Total Brokerage and SkySlope  

• Maintain detailed notes within transaction records, documenting agent communications and internal escalations  

• Utilize internal tools such as deposit logs to investigate pending funds and transaction discrepancies  

 
Operational Excellence & Workflow Optimization 

• Manage a high volume of transactions across multiple stages 

• Self-prioritize tasks and operate independently with minimal oversight in a fast-paced environment  

• Demonstrate strong attention to detail and accuracy aligned with internal quality thresholds  

• Identify inefficiencies in workflows and proactively implement scalable improvements  

• Collaborate cross-functionally with Agent Finance, Accounting, and Brokerage Operations 

• Support ongoing training and knowledge-sharing initiatives to improve team efficiency and agent experience  

Qualifications 

• Bachelor’s degree in Finance, Accounting, Business, or related field preferred. 

• 3-5 years of experience processing real estate transactions. SkySlope experience preferred. 

• New Jersey and/or Pennsylvania Real Estate License is required.  

Skills & Competencies 

• Exceptional attention to detail in auditing documents and financial data  

• Strong analytical and problem-solving skills  

• Excellent written and verbal communication skills  

• High level of customer service and responsiveness  

• Advanced proficiency in Excel (pivot tables, lookups, etc.)  

• Strong organizational and time management skills with ability to manage multiple priorities  

• Ability to quickly learn new systems and adapt to evolving processes  

• Self-starter with the ability to work independently and drive results