Job Description

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 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:

As a result of ongoing growth, WRRE is adding a Regional Transaction Coordinator to the team. 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 RTC is transaction compliance and processing for multiple offices. The RTC is part of the Accounting Team and reports to the CFO working out of our Raveis office.

• 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 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 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 our Agent Relations Team on escrow and agent payments to ensure all information is correct prior to closing.
• Attend monthly 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 role is full-time in office. Standard work hours are Monday through Friday from 8:30 am – 5:00 pm with regular and predictable attendance.

William Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.

Company Description

William Raveis Real Estate, Mortgage & Insurance provides real estate, mortgage, insurance and settlement services to the consumer. We have approximately 520 employees who make up our management, headquarters staff, mortgage, insurance and settlement companies.

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