Transactions, Analyst
7 days ago
The Transactions, Analyst is a self-starter, is extremely thorough, has a need to complete tasks, is able to connect with all personalities, has an accommodating, supportive attitude, finds amicable solutions, doesn't take risks, follows procedures and policies, and is non-confrontational. The Transactions, Analyst must have strong attention to detail, and enjoy working with facts, figures and systems, has the ability to work in front of a computer screen for extended periods of time and prefers a team setting. The Transactions, Analyst has strong verbal skills, listens well and gets through the company paperwork accurately, quickly and is very organized. This person is calm under pressure.
- Solely responsible for the accuracy of processing the deal files from the time the deal is entered to closing. Additionally processing listing contracts when necessary.
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Review Contracts and accompanying docs in Skyslope, perform data entry into BackOffice, calculate commissions accurately, verify MLS data.
- Process all types of transactions, including but not limited to: Residential, Commercial, Leases, Service/Fee Agreements, Referrals, Cancellations.
- Request further documentation from agents when necessary by marking the item as Required in Skyslope.
- Confirm that all required documentation is in Skyslope before closing.
- Follow-up with agents when paperwork is missing. Escalate to a managing broker when necessary.
- Generate Trade Records and provide a copy to the agent
- Ensures Deposit info entered in BackOffice is accurate and that the clients funds have been deposited into the trust account on time
- Convey accurate instructions/invoices and accompanying paperwork to solicitors and outside brokerages in a timely manner.
- Report outstanding issues to the Provincial Transaction Team Lead.
- Follow all procedures as outlined by the Team Lead.
- Maintaining personal and central conveyance emails, responding to agents, staff and external inquiries in a timely and professional manner.
- Ensures files have final sign off by Provincial Administrator Broker, if applicable.
- Communicate with the payouts department to facilitate funds being sent to lawyers and commissions being releasable to agents and outside brokerages.
- Attends: Orientation/Training, FINTRAC training, Team Meetings, Provincial and National Meetings, and Monthly Training Sessions with the Transaction Team.
How you will make an impact:
- Perform designated job tasks efficiently and within the provided time frame.
- Maintain regular communication with team members and supervisors through email, instant messaging, video conferences, or other designated communication channels.
- Attend virtual meetings, provide updates on progress, and actively participate in discussions.
- Adhere to company policies and guidelines, including data security and confidentiality.
- Complete assigned projects, assignments, or tasks with attention to detail and quality.
- Manage and prioritize workload effectively to meet deadlines and deliver results.
- Continuously update job knowledge by participating in training opportunities or self-directed learning.
- Collaborate with colleagues on shared documents or projects using remote collaboration tools.
- Take ownership of assigned work and demonstrate initiative in identifying and addressing challenges.
- Ensure availability and responsiveness during agreed-upon working hours.
- High school diploma required or equivalent years of applicable experience
- Developing professional expertise, applies company policies and procedures to resolve a variety of issues.
- Must be Bilingual in English and French
- 1+ years of experience in real estate transactions processing preferred
- Computer experience essential
- Basic knowledge of the OACIQ and Canadian Real Estate Transaction requirements & provincial processes
- Knowledge of Google Docs & Sheets, and eZmax is an asset
- Must be responsible, dependable and trustworthy
- Task-oriented, organized, pays attention to details, follows systems, team-worker
- Ability to build relationships with Brokers/Agents, Notaries, DA, Co-workers.
- Works well under time restraints and in a fast paced environment.
- Remain adaptable and willing to help out where needed when the designated board is changed or the range expanded by the Team Lead or Transaction Manager.
- Able to carry upwards of 100+ transactions within the process.
- Able to process Listing Contracts and accompanying paperwork in addition to deals.
- The TA must have the ability to process deals quickly and efficiently. This amount will fluctuate as per the Team Lead's instructions, depending on the current volume of transactions being uploaded into the system.
- Agile/Flexible attitude
- Strong attention to detail required
- Excellent customer service abilities: written and verbal communication must be superb
- Excellent critical thinking and problem solving skills
- Team player - able to complete individual tasks as well as work on a team to accomplish a goal
- Experience in the real estate industry strongly preferred
- Excellent communication skills both written and verbal
- Experience in coordinating events and group activities
- Conflict resolution and active listening: ability to assess a customers need or concerns and deliver solutions using critical and creative thinking
- Proficient knowledge of G Suite required; Microsoft Office experience is a bonus
- Remote Work experience required
- Dedicated home-office/work space
- Advanced Trello experience preferred
- Aptitude for using online platforms and softwares to work remotely
- Employer paid Medical coverage, as well as Dental & Vision benefits
- Company supplied equipment; laptop, monitor, headset
- RRSP with up to a 4% match
- Stock option grant
- Fully remote environment
- Amazing company culture
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