Compliance Operations
1 week ago
- Manage daily intake of agent and internal team inquiries, ensuring all requests are triaged, tracked, and resolved in accordance with established service standards.
- Develop and maintain automation and tagging systems for inbox triage and reporting (via Google Workspace, Coda, or AI tools).
- Assist in developing and maintaining template responses and knowledge-base macros in alignment with established communication standards and guidance from management.
- Monitor and analyze inquiry trends and response metrics, preparing summaries and dashboards for leadership reporting.
- Identify recurring issues or themes and coordinate with Compliance Education and Enforcement for proactive communication or training responses.
- Partner with the Vice President of Global Compliance Development and Compliance Education Manager to share timely compliance updates and educational content across internal channels, including Slack, eXp Community, and internal newsletters.
- Support agent and staff self-service by responding resourcefully in Slack and other channels, guiding users to accurate information rather than copying standard replies.
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Assist with live and recorded compliance events by coordinating logistics, moderating sessions, and providing A/V and streaming support as needed.
- Support departmental reporting and KPI tracking aligned with Agent Compliance OKRs, including inbox performance, engagement, and education metrics.
- Maintain and update Coda dashboards, summaries, and automated reports for regular reviews and leadership visibility.
- Identify and support automation opportunities in workflows, data collection, and reporting to improve efficiency and reduce manual work.
- Maintain a consistent presence in eXp World to assist agents and provide responsive, people-focused compliance support in a virtual setting.
- Keep the Self-Service and Resource areas updated with the latest links, FAQs, and policy documents.
- Support logistics for live sessions or recorded broadcasts of compliance training.
- Record meeting minutes, document action items, and track progress in Coda or shared drives.
- Maintain updated department OKR tracking documents and assist in drafting progress summaries.
- Help manage version control and accessibility of compliance-related resources (forms, guides, policy updates).
- Assist with internal coordination across Compliance Education, Enforcement, Legal, and Broker Operations.
- Bachelor's degree or equivalent experience, with 1–3 years in compliance operations, communications, or administrative/project management.
- Familiarity with the real estate industry preferred; active license a plus.
- Demonstrated ability to learn and apply AI tools to streamline operations, reporting, and communication processes
- Proficient with tools like Google Workspace, Slack, Coda, and Canva; experience with dashboards, reporting, or automation tools (e.g., Zapier, Google Apps Script, AI systems) is a strong plus.
- Excellent written and verbal communication skills with strong organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
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Dependable, proactive, and adaptable; eager to learn and apply new technologies that improve efficiency and clarity.
- Work-from-anywhere environment
- Flexible PTO for salaried employees
- 401k with 4% match (immediate vesting)
- Robust Medical, Dental, & Vision benefits
- Company provided equipment
- Monthly Technology Stipend
- FSA & HSA with employer contributions
- Stock option grant
- Health & Wellness incentives
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100% Paid Parental Leave
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