Transaction Specialist - NJ/PA

Transaction Specialist

Remote | NEW JERSEY or PENNSYLVANIA

About SERHANT.

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)

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