eXp Realty · 2 days ago

Trust Deposit, Specialist - Canada - (REMOTE)

United States

Full-time

Remote

Entry Level

2+ years exp

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Responsibilities

Review and approve/reject all incoming Canadian deposits

Ensure accuracy of daily posting of trust and/or commission trust deposits

Maintain the flow of each method of deposit (FTNI, Etransfer, In Branch, Wire Transfers, Bill Payments and Bank Transfers)

Respond to all provincial deposit/commission emails through HubSpot

Identify deposit items on provincial bank statements

Identify any issues with deposits and bring to management/team lead for solutions

Communicate with agents (eXp agents and other brokerage agents) about the status of the deposit

Communicate with the Payout and Transaction teams to locate deposits

Create and provide receipts for deposits

Supports completed and accurate bank deposits on a daily basis.

Completes daily assessments of progress.

Support other departments, when necessary, with month-end procedures

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Trust deposits managementBank deposits accuracyBank statement analysisDeposit methods understandingSelf-organizedHubSpotMonthly procedures supportCollaborative approach

Required

Typically requires a Bachelor’s degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience.

Exceptional track record of being self-driven and self-organized.

Strong need to complete tasks given.

Collaborative approach to working with others.

Tireless work ethic.

High attention to detail.

Ability to accurately post trust deposits for multiple provinces in a timely manner.

Solid understanding of methods in which deposits are received.

Maturity and willingness to put the needs of the company and its agent shareholders and customers ahead of personal needs.