Regional Lead, Agent Finance

The role

The Regional Lead ensures smooth, compliant, and efficient transaction processing within an assigned region. This person manages transactions, maintains compliance, oversees a small team, and acts as a liaison between agents, Brokers of Record, and the Director of Agent Finance.

What you will do

• Serve as the regional point of contact for Transaction Specialists.
• Manage overflow of deals during peak periods or to balance team workload.
• Provide workflow backup for team members who are out on PTO.
• Escalate complex or sensitive issues to the Director of Agent Finance.
• Work directly with agents to ensure transactions move from contract to close.
• Partner with regional Brokers of Record to confirm compliance and documentation accuracy.
• Oversee transaction documentation and ensure compliance with standards.
• Maintain and audit records within Total Brokerage (TB) and SkySlope.
• Review commission structures, splits, and payouts for accuracy.
• Train new Transaction Specialists and assist with onboarding.

Required qualifications

• 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 following markets: Connecticut, Rhode Island, Massachusetts, Delaware, Maryland, Virginia, Illinois.
• Experience with Escrow.
• Must be able to work Central/Eastern time zones.

Nice to have

• Experience collaborating with Brokers of Record and multi-state real estate teams

Benefits

• medical, dental and vision insurance
• paid time off
• paid holidays
• retirement benefits
• other company-sponsored benefits

Before you apply

• Candidates must be currently authorized to work in the United States without the need for sponsorship now or in the future.
• We are not able to offer H-1B visa or any other work authorization sponsorship.

About the company

SERHANT. is a real estate brand that revolutionizes the traditional brokerage model through media and content creation. It is powered by an in-house film studio and an amplification platform.