Transaction Specialist - NJ/PA
Listed on 2026-06-07
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Finance & Banking
Risk Manager/Analyst, Financial Compliance
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 RoleWe 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.
- 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 Sky Slope, 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
- 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
- Act as a subject matter expert in transaction and commission platforms, including Total Brokerage and Sky Slope
- 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
- 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
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
- 3-5 years of experience processing real estate transactions. Sky Slope experience preferred.
- New Jersey and/or Pennsylvania Real Estate License is required.
- 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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