Agent Finance Coordinator
New
S
SerhantReal Estate
Remote, USAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- SharePointSlackCanva
Requirements
- 2+ years of experience in real estate operations, brokerage administration, transaction coordination, or similar support roles.
- Strong understanding of the residential real estate transaction lifecycle (contracts, commissions, deposits, closing).
- Experience supporting real estate agents, teams, or brokerage operations.
- Exceptional organizational skills and ability to manage multiple priorities.
- Excellent written and verbal communication skills.
- Strong problem-solving abilities and sound judgment for issue escalation.
- Ability to handle confidential financial information with discretion.
- Proficiency in navigating multiple systems and maintaining data accuracy.
- Experience with SkySlope, DepositLink, Microsoft 365, SharePoint, Slack, Canva, and ClickUp is preferred.
- Ability to work independently in a remote environment.
Responsibilities
- Monitor and manage the Agent Finance HelpSpot ticketing system daily.
- Escalate issues to the Director and Regional Leads for timely resolution.
- Respond to POSH Assist calls to verify wire instructions for incoming and outgoing transactions.
- Provide confirmation receipts for deposits received.
- Configure new agent and team profiles in financial systems.
- Update and maintain agent and team classifications for reporting.
- Manage user access and permissions across platforms like Total Brokerage, SkySlope, and DepositLink.
- Support special projects related to operational efficiency and system enhancements.
- Help match deposits to transactions and identify aged deposits.
- Manage team SharePoint and internal resources/training documentation.
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