SERHANT. · 2 months ago
Agent Finance, West Coast Regional Lead
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $85K/yr
3+ years expSERHANT. is the most followed real estate brand in the world, delivering proven results for buyers, sellers, and developers. The Agent Finance, West Coast Regional Lead plays a pivotal role in ensuring smooth and compliant transactions across the West Coast while acting as a subject matter expert and resource for team coordination and operational excellence.
Real Estate
Responsibilities
Serve as the regional point of contact for Transaction Coordinators, 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, Agent Finance
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
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
Act as a subject matter expert in Total Brokerage (TB), guiding the team and agents in efficient platform use
Support ongoing system optimization efforts by sharing feedback and recommending process improvements
Train new Transaction Coordinators and assist with onboarding, ensuring a consistent approach to best practices
Qualification
Required
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 finance operations
Proven ability to manage multiple priorities and team workflows effectively
Strong understanding of commission processing and document management within real estate systems
Must be located on the West Coast
Preferred
Experience collaborating with Brokers of Record and multi-state real estate teams preferred
Proficiency in Total Brokerage (TB), Skyslope, and Excel (pivot tables, VLOOKUPs/XLOOKUPs, macros, etc.)
Company
SERHANT.
SERHANT. is the most followed real estate brand in the world.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$45MKey Investors
Camber Creek
2024-12-02Seed· $45M
Leadership Team
Ryan Serhant
Founder & CEO
Deborah Hauser
Regional Managing Director, Serhant
Recent News
HousingWire.com
2026-01-19
The Real Deal
2026-01-19
2026-01-07
Company data provided by crunchbase