Financing Analyst analyzing complex business credit files and recommending financing conditions for Desjardins. Conducting credit controls, periodic reviews, and risk - management guidance.
About the role
- Real estate transaction analyst processing Canadian brokerage deal files from entry through closing. Supporting agents and advancing eXp Realty’s cloud-based technology adoption.
Responsibilities
- Coordinate the flow of documentation from agents to the office, solicitors, and other real estate companies involved in contracts
- Process deal files from deal entry through closing and process listing contracts when necessary
- Review contracts and accompanying documents in Skyslope
- Perform data entry into BackOffice, calculate commissions, and verify MLS data
- Process residential, commercial, lease, service/fee agreement, referral, and cancellation transactions
- Request missing documentation from agents and confirm all required documentation is present before closing
- Follow up with agents regarding missing paperwork and escalate issues to a managing broker when necessary
- Generate Trade Records and provide copies to agents
- Verify deposit information and ensure client funds are deposited into the trust account on time
- Convey accurate instructions, invoices, and paperwork to solicitors and outside brokerages
- Report outstanding issues to the Provincial Transaction Team Lead and follow Team Lead procedures
- Maintain conveyance email accounts and respond to agent, staff, and external inquiries
- Ensure files receive final sign-off by the Provincial Administrator Broker when applicable
- Coordinate with the payouts department to facilitate lawyer payments and commission releases
- Attend orientation, FINTRAC training, team meetings, provincial and national meetings, and monthly training sessions
- Drive technology adoption, agent enablement, and digital innovation across the province
- Champion adoption of Skyslope, Slack, CRM of Choice, My eXp, and other core platforms
- Partner with technology and training teams on technology rollouts
- Monitor agent adoption metrics, identify friction points, and recommend solutions
- Provide frontline support on transactions, system navigation, and technology compliance workflows
- Lead or co-facilitate provincial training sessions and maintain a resource library or knowledge base
- Liaise between field operations and national technology teams and participate in innovation pilots
- Maintain communication with team members and supervisors through email, instant messaging, video conferences, and other channels
- Attend virtual meetings, provide progress updates, and participate in discussions
- Complete assigned projects accurately, manage workload and deadlines, collaborate remotely, and respond during agreed-upon working hours
Requirements
- High school diploma required or equivalent years of applicable experience
- 2+ years of experience in real estate transaction processing required
- Computer experience essential
- Real estate or legal conveyancing experience strongly preferred
- Basic knowledge of Canadian real estate transaction requirements and provincial processes
- Knowledge of G-Suite, Skyslope, LoneWolf (BackOffice), and HubSpot an asset
- Able to process 200–300 transactions within the process
- Ability to process an average of 35 new deals per week within assigned boards
- Proficient knowledge of G Suite required; Microsoft Office experience is a bonus
- Dedicated home-office/work space
- Aptitude and adaptability for using online platforms and software to work remotely
- Strong attention to detail
- Excellent written and verbal communication and customer service skills
- Professional telephone skills
- Excellent critical thinking and problem-solving skills
- Ability to build relationships with agents, lawyers, notaries, and managing brokers
- Ability to work under time constraints and in a fast-paced environment
- Agile and flexible attitude
- Conflict resolution and active listening skills
- Ability to complete individual tasks and work on a team
- Experience in the real estate industry strongly preferred
- Experience coordinating events and group activities
- Responsible, dependable, and trustworthy
- Task-oriented, organized, follows systems, and pays attention to details
- Must remain adaptable when the designated board or transaction range changes
- Agent-centric mindset
Benefits
- Employer paid Medical coverage
- Dental & Vision benefits
- Company supplied equipment; laptop, monitor, headset
- RRSP with up to a 4% match
- Fully remote environment
- Amazing company culture
- 24/7 access to collaborative tools & training
- Training opportunities and self-directed learning
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