Regional Lead, Agent Finance

Leadership & Oversight:

• Serve as the regional point of contact for Transaction Specialists, ensuring consistent process adherence and operational excellence.
• Manage overflow of deals during peak periods and provide workflow backup for team members on PTO.
• Escalate complex or sensitive issues directly to the Director of Agent Finance.

Agent & Broker Collaboration:

• Work directly with agents to ensure transactions move efficiently from contract to close.
• Partner with regional Brokers of Record to confirm compliance, documentation accuracy, and proper licensing.
• Foster strong, service-oriented relationships with agents to improve communication and enhance transaction success rates.

Transaction & Compliance Management:

• Oversee transaction documentation and ensure compliance with state, regional, and brokerage standards.
• Maintain and audit records within systems such as Total Brokerage and SkySlope.
• Review commission structures, splits, and payouts for accuracy and alignment with brokerage policy.