Deal Advisor / Compliance Trainer - Coldwell Banker Realty - San Carlos, CA

Deal Advisor - Coldwell Banker Realty

The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem-solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business.

Key Responsibilities

• Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations.
• Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards.
• Review and authorize form modifications as needed for transactions.
• Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections.
• Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings.
• Address agency questions and provide guidance on disclosure requirements to agents.
• Track and document all agent interactions using the company-provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement.
• Conduct in-person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, adapting content to meet agent needs.
• Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent's commission split with the company, which remains the responsibility of the Branch Leader.)
• Present content and field Q&A at sales meetings to support agent understanding and engagement.
• Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture.

Skills and Qualifications

• Active Broker's license in the state of service required.
• Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required.
• Ability to multi-task on a daily basis, transitioning between responsibilities.
• Exceptional communication skills-able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues.
• Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records.
• Collaborative mindset, open to feedback and eager to share knowledge and learn from others.
• Self-motivated and adaptable, comfortable with emerging technology and new approaches to business growth.
• Proficiency with Microsoft Office and internet platforms.