Transaction Specialist
SERHANT., Granite Heights, WI, United States
SERHANT. is the most followed real estate brand globally, redefining the traditional brokerage model through media, content, and innovation. Powered by a full-service in-house film studio and amplification platform, we position our properties—and our agents—in front of more people than anyone else.
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) 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 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 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
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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) 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 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 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
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