Regional Lead, Agent Finance

Overview

This role is responsible for ensuring smooth, compliant, and efficient transaction processing within an assigned region. Serving as both a subject matter expert and a resource for team coordination, workflow support, and operational excellence, the Regional Lead manages transactions, maintains compliance, oversees a small team, provides workflow coverage during PTO, and acts as a liaison between agents, regional Brokers of Record, and the Director of Agent Finance.

Responsibilities

Leadership & Oversight

• Act as the regional point of contact for Transaction Specialists to ensure consistent process adherence and operational excellence.
• Manage deal overflow during peak periods or to balance team workload.
• Provide workflow backup for team members who are out on PTO to maintain seamless transaction continuity.
• 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 representation across all files.
• Build strong, service-oriented relationships with agents to improve communication and enhance transaction success.

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

• Serve as a subject matter expert in Total Brokerage (TB) and SkySlope, guiding teams and agents in efficient platform use.
• Support ongoing system optimization by sharing feedback and recommending process improvements.
• Train new Transaction Specialists and assist with onboarding to ensure consistent best-practice execution.

Requirements

• 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 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 SkySlope, CDA generation, and Excel.
• Experience managing a remote team.
• Experience in the following markets: Connecticut, Rhode Island, Massachusetts, Delaware, Maryland, Virginia, Illinois.
• Experience with Escrow.
• Must be able to work Central/Eastern time zones.

Skills

• Ability to guide, mentor, and provide operational backup to team members.
• Excellent written and verbal communication skills, with experience navigating agent and broker relationships.
• Proactive, responsive, solutions-oriented approach to addressing agent and internal team needs.
• High attention to accuracy when reviewing documents and financial calculations.
• Ability to quickly learn new platforms and adapt to process updates.
• Demonstrates ownership of responsibilities and follow-through on commitments.

Compensation & Benefits

Compensation

Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Benefits

Eligible employees may receive medical, dental and vision insurance; paid time off and paid holidays; retirement benefits; and other company-sponsored benefits, subject to applicable eligibility requirements and plan terms.

Location

Remote eligible for candidates based in the United States. The role may include occasional work at additional offices or attendance at offsites, as agreed to with your manager. Candidates must live within the United States.

Additional Notices

• The employer is committed to providing a workplace free from discrimination or harassment.
• The employer does not charge any application, processing, or training fee at any stage of the recruiting or hiring process.
• Visa/work authorization: At this time, the employer is not able to offer H-1B visa or any other work authorization sponsorship. Candidates must be currently authorized to work in the United States without the need for sponsorship now or in the future.