Transaction Delivery Specialist
1 day ago
You know that contracts aren't just paperwork — they're people.
Behind every signature is a client starting a new chapter and an agent trusting you to help them deliver. You're the person who catches what others miss, solves problems before they surface, and shows up with calm, steady judgment when the stakes are high.
In this role, you won't just be processing transactions — you'll be protecting clients, supporting agents, and keeping deals on track so everyone crosses the finish line with confidence.
You'll 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.
The Transaction Process
- Own the transaction process from executed contract to closing — ensuring every detail is correct, every party is informed, and every client feels cared for.
Key Responsibilities
- 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.
- Practice good judgment when navigating competing priorities, client needs, and tight deadlines — always doing what's right over what's easy.
- Use AI / AI Agents to constantly improve the process.
Qualifications and Requirements
Our ideal candidate has:
- 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.
What We Offer
- 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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