Compliance Settlement Specialist - Puerto Rico (Remote from Puerto Rico)
Puerto Rico; Guaynabo, San Juan, Puerto Rico; Bayamon, San Juan, Puerto Rico; Puerto Rico; Puerto Rico
We are one of the first all-remote companies with 2,000+ team members utilizing our virtual office called eXp world. This role is work-from-anywhere in Puerto Rico.Who is eXp?Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. Come join us at eXp Realty – an 8x Glassdoor Best Places to Work organization!What you will do:The Compliance Settlement Specialist plays a critical role in coordinating and managing the flow of real estate transaction documentation. This position requires keen attention to detail, exceptional organizational skills, and the ability to ensure accuracy in contract processing. The ideal candidate will oversee the transaction lifecycle from initial entry to closing, ensuring all required documents are accurately processed, tracked, and reported.Key responsibilities:
- Review, verify, and manage transaction documents with accuracy and compliance.
- Search listing files for necessary contract documentation.
- Ensure all required documentation is uploaded and maintained within the system.
- Follow transaction procedures as outlined by the Team Lead.
- Enter transaction details and updates into appropriate platforms.
- Confirm commission details with brokerages and ensure accurate payments.
- Coordinate with agents, brokers, and legal representatives to complete transaction documentation.
- Track and report outstanding contract issues, following up as necessary.
- Generate and distribute transaction reports, including weekly/monthly contract closures and outstanding items.
- Assist in the creation of invoices for payments.
- Prepare and submit weekly flash reports detailing sales and listings.
- Educate agents on how to use the local transaction platform efficiently.
- Address and resolve HubSpot tickets in a timely manner.
- Support internal communications, including contributions to the monthly newsletter.
Experience:
- Minimum 1+ year of experience in real estate transaction processing or a related field.
- Strong knowledge of real estate transaction documentation and compliance (required).
- Familiarity with local real estate regulations and RERA guidelines is a plus.
Technical Skills:
- Proficiency in Microsoft Excel and real estate transaction platforms.
- Strong data entry skills with a high level of accuracy.
- Experience with CRM tools and document management systems (e.g., HubSpot).
Soft Skills:
- Detail-oriented, highly organized, and task-driven.
- Strong interpersonal skills, with the ability to build and maintain relationships with agents, brokers, and legal professionals.
- Ability to multitask and work efficiently under time constraints.
- Dependable, trustworthy, and committed to maintaining confidentiality.
Job Profile
Regions
Countries
Must be located in Puerto Rico
Benefits/PerksCollaborative tools Recognition of hard work Remote work Training opportunities
Tasks- Coordinate with agents and brokers
- Data entry
- Educate agents on transaction platform
- Ensure accuracy in contract processing
- Generate transaction reports
- Manage transaction documentation
Attention to detail Compliance CRM Tools Data Entry Documentation Document management systems Excel Hubspot Interpersonal Management Microsoft Excel Multitasking Organization Organizational Real Estate Real estate transaction processing Sales Training Transaction processing
Experience1 years
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