Offer summary

Qualifications:

Minimum of 2 years experience in a similar role within the real estate industry., Strong knowledge of real estate transaction processes and legal compliance., Excellent organizational and time management skills with attention to detail., Proficient in Gsheets, GDocs, and Docusign, with strong communication skills..

Key responsibilities:

Audit purchase contracts to ensure they are logged correctly in the rebate program.

Reconcile data discrepancies by communicating with brokerages and agents.

Assist accounting teams in processing rebates and managing payment documentation.

Provide exceptional customer service and maintain professional communication with all parties involved.

Job description

Duration: 6 months contract with possible extension

Pay range: $25-30/hr on w2 (All inclusive)

Job Description:

As a Transaction Specialist, you will play a crucial role in ensuring eligible purchase contracts are qualified for an ongoing rebate program.
You will be responsible for confirming eligible purchase contracts are logged in the client database and the correct participating agent is receiving credit towards receiving a rebate.
You will work with various teams to reconcile data issues and ensure compliance with all legal requirements and rebate program qualifications.
The responsibilities for this role involve meticulous auditing of purchase contracts, addressing data discrepancies, and providing support to facilitate the processing of rebates for agents.

Responsibilities:
Purchase Contract Auditing:

Investigate discrepancies when purchase contracts are not accounted for in the rebate program
Identify instances such as unlogged purchase contracts, credit given to incorrect agent or co-agent and purchase contracts executed outside the designated pilot date range
Reconcile data issues, which may involve communicating with outside brokerages and agents to request additional information or documentation

Support Accounting/Finance for Rebate Processing:

Assist client’s accounting and finance teams in processing rebates to participating eligible agents
Managing tasks such as sending ACH forms to agents via Docusign to ensure seamless payment processing for agents
Accurately document transactions and rebate amounts on receipts to provide to eligible agents
Communicate effectively and professionally with all parties, ensuring prompt responsiveness to inquiries, requests for information, and updates on transaction progress
Provide exceptional customer service to clients, demonstrating a high level of professionalism, courtesy, and responsiveness throughout the transaction

Qualifications:

Minimum of 2 years experience in a similar role within the real estate industry
Strong knowledge of real estate transaction processes, documentation requirements, and legal/regulatory compliance
Excellent organizational and time management skills, with the ability to multitask and adapt quickly to process changes
Exceptional attention to detail and accuracy, ensuring all purchase contracts are fully executed
Strong communication skills, both written and verbal, with the ability to effectively interact with individuals at all levels and across various client teams and outside brokerages
Ability to work independently and take initiative, while also collaborating effectively within the team
Proficient computer skills and working knowledge of Gsheets, GDocs and Docusign
Highly professional and trustworthy

Required profile