Regional Transaction Coordinator
2 weeks ago
We are seeking a highly organized and detail-oriented Regional Transaction Coordinator to join our team at William Raveis Real Estate, Mortgage & Insurance. As a key member of our Accounting Team, you will play a critical role in supporting our sales team in the execution of Residential Real Estate transactions.
Key Responsibilities:- Manage listings, sales, and rentals in Skyslope/Appfiles (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 agents 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 Statements - 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/Appfiles, MLS and Romio.
- Work with Agent Relations Team on escrow and agent payments to ensure all information is correct prior to closing.
- Attend weekly office Sales Meetings.
- 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.
This is a non-remote position, and you will be working in our Yorktown Heights, NY office. Standard work hours are Monday through Friday from 8:30 am – 5:00 pm with regular and predictable attendance.
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