The Financial Coach will be responsible for connecting clients with financial resources, coordinating comprehensive assessments to define goals, and meeting with clients frequently for coaching and progress monitoring. This includes creating personal goal plans and maintaining daily case notes.

The Managing Broker supports the Designated Managing Broker in administering brokerage operations within the state, focusing on compliance with state law, association membership, and MLS participation. This role involves assisting with transaction review, compliance training, and implementing the eXp Risk Management program to support agents in delivering exceptional service.

The Deal Desk Analyst will be responsible for reviewing every deal daily, tracking flow metrics to meet ROI delivery SLAs, and performing statement analysis to generate required reports. Key duties also involve accurately calculating quota credit, ensuring data accuracy in deal annotations, and addressing stakeholder requirements from Sales, Accounting, and Legal teams.

This role is responsible for owning the entire patient referral and authorization process, proactively identifying and resolving delays to ensure efficient and accurate patient onboarding. The Navigator acts as a bridge between clinical intake, operations, and sales functions, driving accountability and speed throughout the patient journey.