Brokerage Operations Coordinator; OH, MN, MO, PA, CO, UT, AZ

The Business Operations Coordinator plays a critical role in supporting brokerage leadership and executing strategic initiatives, operational processes, and day‑to‑day business needs. This role operates as a central point of coordination across local offices, regional leadership teams, and sales enablement, balancing hands‑on operational support with project execution and change management. The position requires strong business acumen, attention to detail, and the ability to manage high‑touch, in‑market activities supporting brokerage operations.

Candidates must be based in (or willing to work from) one of the following markets with regular in‑office presence:
Cincinnati, OH;
Columbus, OH;
Pittsburgh, PA;
Minneapolis, MN;
St. Louis, MO;
Denver, CO;
Salt Lake City, UT;
Phoenix or Tucson, AZ.

• Support office transitions (e.g., main office to satellite model), including:
  • Transferring active transactions across offices and systems
  • Reassigning agent affiliations and updating brokerage records
  • Auditing and updating systems, and marketing profiles tied to office changes
• Coordinate end‑to‑end logistics for office relocations, closures, and updates, including managing timelines, coordinating with facilities and vendors, overseeing equipment and signage changes, supporting agent and staff workspace transitions, and resolving day‑of issues to ensure minimal business disruption.
• Serve as a subject‑matter expert (SME) and provide hands‑on, in‑market support for brokerage platform and tools, including:
  • Testing workflows during system rollouts
  • Troubleshooting day‑to‑day issues for agents and managers (e.g., missing transactions, system errors)
  • Providing retraining and support to drive adoption
• Manage data and form transitions, ensuring accuracy of system inputs, templates, and reporting outputs.
• Build and maintain project trackers to support initiative execution (agent moves, recruiting efforts, office changes).

• Coordinate with cross‑functional teams including Marketing, Finance, HR, Tech, and Facilities to align timing, messaging, and dependencies related to multi‑step changes occurring in the region (e.g., office/talent movement, initiative rollouts).
• Assist in sequencing communications so the field receives one consistent, logical story.

• Coordinate and execute local events, meetings, and leadership sessions, including:
  • Managing invitations, attendance tracking, and logistics
  • Acting as point person for day‑of event coordination and issue resolution
• Support leadership development and agent engagement programs by:
  • Scheduling sessions and coordinating participants
  • Preparing materials and packaging training resources
• Support top agent coaching programs through scheduling and reporting, including:
  • Tracking participation and attendance
  • Preparing performance metrics and summaries

• Manage E&O process specific to Denver market, including:
  • Verifying agent compliance and payment status
  • Coordinating vendor payments where applicable
  • Maintaining and distributing Certificates of Insurance (COIs)
• Support local and regional programs, including:
  • Managing scholarship programs (application tracking, committee coordination, award processing)
  • Administering agent recognition programs (monthly award calculations, ordering and distribution of awards)
• Manage TARP contracts and payments including tracking approvals and payment timelines (opportunity to move to VA over time).
• Support local administration of office systems and third‑party vendors (e.g., Brivo, Konica) across metros.

• Coordinate onboarding for new branch managers, sales managers, and regional leaders, including:
  • Provisioning system access
  • Submitting and tracking IT requests and resolving access issues
  • Ensuring leaders are integrated into key meetings and communications
• Facilitate onboarding sessions and provide ongoing support to new leaders and internal transfers.
• Track onboarding effectiveness, identify gaps, and recommend process improvements.
• Review and audit Branch Manager expense submissions (T&E) to…