Regional Transaction and Compliance Coordinator

Job Description

Job Description

William Raveis Real Estate, Mortgage & Insurance (WRRE) is the #1 family-owned real estate company in the Northeast and Florida. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140 offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.

Summary:

We’re seeking a dedicated Regional Transaction and Compliance Coordinator for our South Shore, MA offices. This role plays a critical role in supporting the sales team in the execution of Residential Real Estate transactions.

Essential Functions:

The role of the RTCC is transaction compliance and processing for multiple offices. This position is based in office and may include some travel to another local office.

• Manage listings, sales, and rentals in Skyslope (transaction management system) for compliance ensuring all data is accurate and up to date.
• Daily audit of MLS-to-Skyslope to ensure activity for all listing and deals transactions have been entered.
• Review paperwork in Skyslope and notify agent of any incomplete or missing information/forms.
• Establish office procedures to ensure that transaction information is received in a timely manner.
• Assist agents with Skyslope training as needed.
• Accurate entry of all transactions into Romio (Profit Power commission accounting software); update Business Partners, client info, concessions, commissions, and transaction notes.
• Bill for Closing Commission invoices - send to agents or attorney’s according to office protocol.
• Verify selling price, listing/selling percentage and commission are correct and match Romio data.
• Create ‘team spreadsheets’ for commission payments to be approved by lead ‘Mega’ agent.
• Request Escrow payouts.
• Deposit checks into desk scanner and attached to transaction in Skyslope.
• Communicate with Relocation on necessary transactions.
• Verification of information entry to Romio: client info, business partners, commission info, check information, co-broke information, notes.
• Monitor ‘Pending Report’ daily and track closing dates by contacting agents via e-mail or phone.
• Update Closing Dates in Romio as needed.
• Month-end review of all closing dates to ensure proper reporting.
• Request W-9’s from outside brokers.
• Submit transaction inquiries to Kace (ticketing system) monitored by our Agent Relations Division.
• Reconcile and post escrow deposits.
• Monthly reconciliation between Skyslope, MLS and Romio.
• Work with our Agent Relations Team on escrow and agent payments to ensure all information is correct prior to closing.
• Attend biquarterly office Sales Meetings.

Knowledge, Skills, and Abilities:

• Microsoft 365 Suite.
• Must have a good understanding of the MLS systems, real estate knowledge and communication skills.
• Strong customer service skills.
• Ability to prioritize and multitask to meet the shifting demands of central processing.
• Typing accuracy and speed on computer.

Hours of work:

NOT a remote position. This position is based in office and may include some travel to another local office. Standard work hours are Monday through Friday from 8:30am – 5:00pm with regular and predictable attendance.

William Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.

Company Description

William Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.