• Manage and optimize Brivity CRM to improve the operational activities of the Client based on priorities, including transaction and database management • Oversee all aspects of buyer and seller transactions from initial contact through closing • Prepare all pre-listing materials and obtain essential signatures on listing agreements and disclosures • Input all listing information on MLS and marketing websites, and submit necessary documentation to the office broker • Coordinate with third parties such as title/escrow, mortgage loan, and appraisal processes • Coordinate inspections, assist in negotiations regarding repairs all the way to completion • Submit all necessary documentation for file compliance and update the client database system • Conduct 30-60-90 days customer follow-up to assist with any home improvements, gather referrals, or perform circle prospecting

• Oversee all title and escrow work for residential transactions in your assigned market(s) • Manage a high‑volume pipeline of files from opening through disbursement using internal reporting and analytics • Verify title clearance and readiness of files prior to closing • Review closing documents before and after signing to ensure accuracy, completeness, and compliance • Prepare settlement statements (CDs / ALTA / HUD) and balance closing figures and funds • Create disbursement packages and prepare files for timely funding • Serve as the primary point of contact for real estate agents and key stakeholders on assigned files • Proactively communicate status updates, timelines, and next steps to ensure a smooth and predictable closing experience • Provide clear, timely, and professional responses to questions from agents, clients, lenders, and internal teams • Anticipate issues before they escalate and manage client expectations with confidence and transparency • Act as the lead problem solver for file‑level issues, title defects, and closing challenges • Exercise sound judgment when triaging and escalating issues to the appropriate internal partners • Collaborate with support teams to resolve title defects, documentation issues, and entity review questions efficiently • Apply critical thinking to unique transaction scenarios across multiple markets • Partner closely with operations, title, client engagement, and notary coordination teams to move files forward • Manage assigned tasking for yourself and your support team • Step in to assist teammates when needed, even outside of your immediate scope • Contribute to a culture of accountability, ownership, and continuous improvement • Prepare transfer deeds where permitted by state regulations • Coordinate and support mobile notary closings • Ensure compliance with all applicable regulations, including TRID, CFPB, RESPA, and state‑specific requirements • Stay current on regulatory and industry changes impacting escrow and title operations.

• Oversee all title and escrow work for residential transactions in the following markets: Fl, TN, AL, MS, NC, SC, GA, KY and LA. • Manage a high-volume pipeline of files from opening through disbursement using internal reporting and analytics • Verify title clearance and readiness of files prior to closing • Review closing documents before and after signing to ensure accuracy, completeness, and compliance • Prepare settlement statements (CDs / ALTA / HUD) and balance closing figures and funds • Create disbursement packages and prepare files for timely funding • Serve as the primary point of contact for real estate agents and key stakeholders on assigned files • Proactively communicate status updates, timelines, and next steps to ensure a smooth and predictable closing experience • Provide clear, timely, and professional responses to questions from agents, clients, lenders, and internal teams • Anticipate issues before they escalate and manage client expectations with confidence and transparency • Act as the lead problem solver for file-level issues, title defects, and closing challenges • Exercise sound judgment when triaging and escalating issues to the appropriate internal partners • Collaborate with support teams to resolve title defects, documentation issues, and entity review questions efficiently • Prepare transfer deeds where permitted by state regulations • Coordinate and support mobile notary closings • Ensure compliance with all applicable regulations, including TRID, CFPB, RESPA, and state-specific requirements • Stay current on regulatory and industry changes impacting escrow and title operations • Partner closely with operations, title, client engagement, and notary coordination teams to move files forward • Manage assigned tasking for yourself and your support team • Step in to assist teammates when needed, even outside of your immediate scope • Contribute to a culture of accountability, ownership, and continuous improvement.

• Deliver white-glove transaction coordination to clients procured by Transactly • Provide listing coordination for high-volume real estate professionals • Operate confidently inside Transactly's tech platform for task management and communication • Maintain transaction records and updates within Brivity, PLACE’s tech platform • Practice proactive, professional communication with clients, agents, and co-op partners • Contribute insights and feedback to improve our platform, service model, and team culture • Step confidently into the ownership mindset—you are a reflection of PLACE values