Regional Lead, Agent Finance

About SERHANT. SERHANT. is the most followed real estate brand in the world, calibrated for the marketplace of tomorrow, delivering proven results for buyers, sellers, and developers.

SERHANT. revolutionizes the traditional brokerage model by innovating through media and content creation and is powered by a full-service in-house film studio as well as an amplification platform that puts our properties in front of more people than anyone else

About the role

The Regional Lead plays a pivotal role in ensuring smooth, compliant, and efficient transaction processing within their assigned region. This individual acts as both a subject matter expert and a resource for team coordination, workflow support, and operational excellence. In addition to managing transactions and maintaining compliance, this role oversees a small team, provides workflow coverage during team PTO, and serves as a key liaison between agents, regional Brokers of Record, and the Director of Agent Finance.

This position requires exceptional organizational skills, a proactive mindset, and a strong understanding of transaction processes in a dynamic, fast-paced real estate environment

Responsibilities

• Leadership & Oversight Serve as the regional point of contact for Transaction Specialists, ensuring consistent process adherence and operational excellence.
• Manage overflow of deals during peak periods or to balance team workload.
• Provide workflow backup for team members who are out on PTO, maintaining seamless transaction continuity.
• Escalate complex or sensitive issues directly to the Director of Agent Finance.
• Agent & Broker Collaboration Work directly with agents to ensure transactions move efficiently from contract to close.
• Partner with regional Brokers of Record to confirm compliance, documentation accuracy, and proper licensing representation across all files.
• Foster strong, service-oriented relationships with agents to improve communication and enhance transaction success rates.
• Transaction & Compliance Management Oversee transaction documentation and ensure compliance with state, regional, and brokerage standards.
• Maintain and audit records within systems such as Total Brokerage (TB) and SkySlope.
• Review commission structures, splits, and payouts for accuracy and alignment with brokerage policy.
• Identify and address potential compliance gaps before closing.
• System Expertise & Process Improvement Act as a subject matter expert in Total Brokerage (TB) and SkySlope, guiding the team and agents in efficient platform use.
• Support ongoing system optimization efforts by sharing feedback and recommending process improvements.
• Train new Transaction Specialists and assist with onboarding, ensuring a consistent approach to best practices.
• The company reserves the right to add or change duties at any time