Deal Advisor / Compliance Trainer (Real Estate) - 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. Coldwell Banker® [ is one of the world’s leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. [ (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate [ Century 21® [ Coldwell Banker®

• Coldwell Banker Commercial®
• Corcoran® [ ERA®
• and Sotheby's International Realty®
• we fulfill our purpose to

empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone’s next move – your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report [ We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

• Great Place to Work
• Forbes World's Best Employers
• Newsweek World's Most Trustworthy Companies
• Ethisphere World's Most Ethical Companies