
Real Estate Transaction Specialist
13 hours ago
This is a role that involves coordinating the process of real estate transactions from start to finish. The successful candidate will be responsible for ensuring every detail is correct, every party is informed, and every client feels cared for.
The transaction specialist will work closely with our agents, clients, and success team from contract to close, providing world-class service, thoughtful solutions, and the kind of care that turns stressful situations into success stories.
Key Responsibilities:
- Own the transaction process from executed contract to closing - ensuring every detail is correct, every party is informed, and every client feels cared for.
- Act as the primary point of contact for clients, agents, lenders, title companies, and cooperating agents - always communicating with kindness, clarity, and urgency.
- Identify potential problems early, and solve them proactively - using your judgment to protect the client and the team.
- Serve as a trusted resource to agents, freeing them to focus on client relationships while you handle the logistics.
- Keep every transaction organized, documented, and compliant while still delivering a personal, human touch.
Requirements:
- 3+ years of experience coordinating real estate transactions in the U.S.
- 12+ months of remote work experience.
- Mastery of transaction tools like Dotloop, DocuSign, ZipForm, MLS, and CRM platforms.
- A proven system for managing multiple deadlines and prioritizing effectively.
- A service-first mindset: you anticipate client and agent needs before anyone has to ask.
- The ability to stay calm, professional, and clear - even when clients are stressed and deals are under pressure.
- An eye for process improvement - you don't just 'get it done,' you make it better.
Benefits:
- Freedom to Innovate: We value initiative and welcome improvements to our systems.
- Cutting-Edge Tools: We'll equip you with every tool you need to work smart.
- Fully Remote (Forever): Work where you work best.
- Competitive Pay: Salary + bonus, based on expertise and results.
- Real Impact: You'll directly contribute to smoother transactions and happier clients.
About Us
We help clients and teammates make wise decisions. We view every home and career as an investment in both life and long-term wealth.
Our core values drive everything we do:
- Accountable: We do what we say, and we stand behind it.
- Caring: We treat every client and teammate like they matter — because they do.
- Coachable: Feedback helps us grow.
- Transparent: We value honesty, not spin.
- Knowledgeable: We invest in learning to better serve others.
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