Regional Lead, Agent Finance

🔥 13 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of SERHANT.

SERHANT.

51 - 200 employees

📣 Marketing

💼 Consulting

🏨 Hospitality

Marketing • Consulting • Hospitality

SERHANT. is a full-service luxury real estate brokerage and global property brand that represents high-end residential and commercial listings, new developments, rentals, and private client services. The firm operates a large agent network and referral platform, provides marketing and creative services through an in‑house production studio, and builds technology and AI-powered tools (including the S. MPLE engine and ADX solutions) to support agents and clients. SERHANT. is active across many U. S. markets and positions itself as both a media-forward brand and a tech-enabled brokerage.

📋 Description

• Serve as the regional point of contact for Transaction Specialists and ensure process adherence and operational excellence • Manage deal overflow during peak periods and balance team workload • Provide workflow backup during team members’ PTO • Escalate complex or sensitive issues to the Director of Agent Finance • Work with agents to move transactions efficiently from contract to close • Partner with regional Brokers of Record to confirm compliance, documentation accuracy, and licensing representation • Foster service-oriented agent relationships to improve communication and transaction success • Oversee transaction documentation and compliance with state, regional, and brokerage standards • Maintain and audit records in Total Brokerage (TB) and SkySlope • Review commission structures, splits, and payouts for accuracy and policy alignment • Identify and address compliance gaps before closing • Serve as a subject matter expert in Total Brokerage and SkySlope • Support system optimization and recommend process improvements • Train and onboard new Transaction Specialists

🎯 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 • Proficiency in SkySlope, CDA generation, and Excel • Experience managing a remote team • Experience in the Connecticut, Rhode Island, Massachusetts, Delaware, Maryland, or Virginia markets • Experience with Escrow • Must be able to work Central/Eastern time zones • Excellent written and verbal communication skills • High attention to accuracy in reviewing documents and financial calculations • Quick to learn new platforms and adapt to process updates • Currently authorized to work in the United States without sponsorship now or in the future • Must live within the United States

🏖️ Benefits

• Medical, dental and vision insurance (subject to applicable eligibility requirements and plan terms) • Paid time off • Paid holidays • Retirement benefits • Other company-sponsored benefits

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