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Agent Finance, West Coast Regional Lead

USA West Coast - Remote

About SERHANT.

SERHANT. is the most followed real estate brand in the world, calibrated for the marketplace of tomorrow, delivering proven results for buyers, sellers, and developers. SERHANT. revolutionizes the traditional brokerage model by innovating through media and content creation and is powered by a full-service in-house film studio as well as an amplification platform that puts our properties in front of more people than anyone else. 

About the Role

The Transaction Coordinator, Regional Lead – West Coast plays a pivotal role in ensuring smooth, compliant, and efficient transactions across the West Coast. This individual acts as both a subject matter expert and a resource for team coordination, workflow support, and operational excellence. In addition to managing transactions and maintaining compliance, this role oversees overflow of deals, provides workflow coverage during team PTO, and serves as a key liaison between agents, regional Brokers of Record, and the Director, Agent Finance. This position requires exceptional organizational skills, a proactive mindset, and a strong understanding of transaction processes in a dynamic, fast-paced real estate environment.

Responsibilities:
  • Leadership & Oversight

    • Serve as the regional point of contact for Transaction Coordinators, ensuring consistent process adherence and operational excellence.
    • Manage overflow of deals during peak periods or to balance team workload.
    • Provide workflow backup for team members who are out on PTO, maintaining seamless transaction continuity.
    • Escalate complex or sensitive issues directly to the Director, 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 representation across all files.
    • 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 (TB) and Skyslope.
    • Review commission structures, splits, and payouts for accuracy and alignment with brokerage policy.
    • Identify and address potential compliance gaps before closing.

    System Expertise & Process Improvement

    • Act as a subject matter expert in Total Brokerage (TB), guiding the team and agents in efficient platform use.
    • Support ongoing system optimization efforts by sharing feedback and recommending process improvements.
    • Train new Transaction Coordinators and assist with onboarding, ensuring a consistent approach to best practices.

    *The company reserves the right to add or change duties at any time.

Qualifications:
  • Bachelor’s degree in a relevant field such as Finance, Business Administration, Real Estate, or related disciplines.
  • 3–5 years of professional experience in real estate transactions, compliance, or finance operations.
  • Proven ability to manage multiple priorities and team workflows effectively.
  • Strong understanding of commission processing and document management within real estate systems.
  • Experience collaborating with Brokers of Record and multi-state real estate teams preferred.
  • Proficiency in Total Brokerage (TB), Skyslope, and Excel (pivot tables, VLOOKUPs/XLOOKUPs, macros, etc.).
  • Must be located on the West Coast.
Skills:
  • Able to guide, mentor, and provide operational backup to team members.
  • Excellent written and verbal communication skills, adept at navigating agent and broker relationships.
  • Proactive, responsive, and solutions-oriented in addressing agent and internal team needs.
  • High attention to accuracy in reviewing documents and financial calculations.
  • Quick to learn new platforms and adapt to process updates.
  • Demonstrates ownership of responsibilities and follow-through on commitments.
Hiring Statement

SERHANT. is committed to providing a workplace free from discrimination or harassment. We expect every member of the SERHANT. community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included and is afforded the respect and dignity they deserve.

Decisions related to hiring, compensating, training, evaluating performance, or terminating are made fairly, and we provide equal employment opportunities to all qualified candidates and staff. We examine our unconscious biases and take responsibility for always striving to create an inclusive environment that makes every employee and candidate feel welcome.