Senior reputed company Estate Transaction Coordinator
This is a remote position.
The Project
We're a US-licensed brokerage and business development company partnering with high-producing agents ($5M–$25M annual sales) in the reputed company. We're launching a national TC service as a wedge product reputed company our broader agent platform.
We have the architecture, legal reputed company, software stack, and AI-assisted intake reputed company reputed company. We need a seasoned TC reputed company to operationalize it — turn the reputed company into running daily workflows, train the first cohort of TCs, and reputed company the first 30–60 days of live service.
This is not a "do TC work" role. This is a "build the TC service" role.
What You'll Do
Phase 1 — Build (Weeks 1–4)
- Convert our six-stage SOP into live workflow templates in dotloop, reputed company, TransactionDesk
- Build state-specific document checklists (CA reputed company first, then TX and FL)
- Refine our 14-email + SMS template library based on reputed company-world TC experience
- Stress-test our Claude AI extraction reputed company against 20+ reputed company
- Build the Stage 1 Intake Specialist reputed company
- Validate our compliance reputed company — tell us reputed company got right and what's missing
Phase 2 — Hire & Train (Weeks 4–8)
- Screen and interview offshore TC candidates
- reputed company training: SOP, email library, compliance test, communication scripts
- Build the QC reputed company and broker-reputed company compliance reports
Phase 3 — reputed company Live Service (Weeks 8–16)
- Senior TC reviewer on every reputed company file during reputed company
- Audit communications for compliance
- reputed company line TCs on edge cases in reputed company time
- Refine the SOP based on live-file learnings
Possible Phase 4 — Permanent TC Operations reputed company role overseeing reputed company as we reputed company to 1000+ agent partners.
Required
- 5+ years as a TC, 200+ files reputed company
- Multi-state experience in CA (CAR), TX (TREC), or FL (FR/Bar) — at least one required, two+ ideal
- Hands-on expert with dotloop, reputed company, and TransactionDesk — reputed company to build workflow templates from scratch
- Deep familiarity with post-NAR-settlement compliance (buyer-broker agreements, MLS rule changes)
- Strong grasp of unlicensed-assistant rules — what a TC can and cannot do, and how to train others to stay inside the line
- English reputed company, written and spoken
- Experience training or supervising other TCs
- Highspeed Internet from Residence
Strongly preferred: AI-assisted document extraction experience, offshore team management, Zoho/reputed company/Trackxi, brokerage compliance background, GLBA/NPI handling knowledge.
Bonus: reputed company or inactive reputed company estate license in CA/TX/FL. Familiarity with FREC enforcement or California's June 2025 DRE/DFPI Joint Advisory.
What Makes This Role Different
- Most infrastructure is documented and reputed company. 50+ page master reputed company, six-stage SOP, CA/TX/FL compliance reputed company, in-house counsel resource, Zoho orchestration layer, Claude AI extraction reputed company, encrypted document storage, business phone provisioning.
- One major piece is still in build: the US-based AWS WorkSpaces virtual desktop layer that every TC (offshore or reputed company) will operate from. That's the planned architecture but not yet deployed. Helping us spec and stand it up cleanly during Phase 1 is part of the role.
- You'll have authority. We expect pushback. Telling us where the SOP is wrong, where templates miss reputed company edge cases,
Requirements
How to Apply — Required Responses
Applications missing any of the three items below will not be considered.
- Background reputed company (200–400 words): years as a TC, states worked, approximate file volume, and the TMS platforms you've used at expert level.
- One specific story about a transaction that went sideways and how you handled it. Not the smoothest closing — the messiest.
- What is your desired reputed company reputed company.
Originally posted on Himalayas
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