- We are seeking an experienced, analytical, and independent Account Manager to manage real estate transactions, coordinate stakeholders, audit contracts, review financial documents, and oversee closing processes for a U.S.-based real estate services business.
- The successful candidate will manage multiple transactions, identify discrepancies, monitor deadlines, resolve operational challenges, and maintain professional relationships with real estate professionals, homeowners, attorneys, and other stakeholders.
- The role requires strong financial and analytical skills, sound judgment, attention to detail, and the ability to take ownership of complex assignments with minimal supervision.
Account and Transaction Management
- Manage transactions from initiation through closing following the initial training period.
- Coordinate multiple files, stakeholders, deadlines, and outstanding requirements.
- Monitor transaction progress and proactively address delays.
- Coordinate account assistants' work and resolve operational issues.
- Apply professional negotiation and persuasion to move transactions forward while maintaining positive relationships.
Closing Coordination and Documentation
- Liaise with title companies, attorneys, listing agents, buyers' agents, homeowners, and internal teams.
- Explain approval letters, contract terms, and closing requirements clearly.
- Track outstanding signatures, paperwork, and closing deadlines.
- Verify that documents are accurately completed, signed, labelled, and filed.
- Cross-check contract terms against settlement statements and closing requirements.
- Maintain organized digital records and workflow trackers.
- Handle sensitive and difficult conversations professionally and empathetically.
Contract Auditing and Financial Document Review
- Review contracts and buyer submissions for accuracy, completeness, and compliance with established requirements.
- Audit financial documents, including payslips, tax returns, and bank statements.
- Review HUD and settlement statements, verifying figures and fees against contracts, approval letters, lender requirements, and closing instructions.
- Identify discrepancies, missing information, and potential compliance issues before closing.
- Coordinate corrections and follow up on incomplete submissions.
- Support reverse underwriting and resolve unusual distressed-property transaction scenarios using sound judgment.
Communication and Stakeholder Management
- Maintain clear, timely, and professional communication with U.S.-based professionals and homeowners.
- Draft concise business emails and confidently handle telephone conversations.
- Explain complex financial, contractual, and transaction processes in simple language.
- Clarify requirements, identify underlying concerns, and adapt communication to different audiences.
- Remain professional and firm when addressing compliance issues and deadlines.
Independent Problem-Solving and Decision-Making
- Analyze transaction records and financial information to determine appropriate next steps.
- Prioritize urgent matters and manage competing deadlines independentl
- Research unfamiliar issues and evaluate possible solutions before escalating them.
- Make sound decisions within the role's authority and recognize when management intervention is necessary.
- Present practical recommendations when escalating complex matters.
- Apply lessons from previous transactions to improve accuracy and efficiency.
Workflow and Performance Management
- Maintain accurate transaction trackers, digital files, and outstanding-action records.
- Manage multiple transactions without compromising accuracy or deadlines.
- Identify recurring process issues and recommend workflow improvements.
- Maintain consistent availability and responsiveness during agreed U.S. working hours.
Qualifications and Experience
- Bachelor's or master's degree, or equivalent relevant professional experience.
- At least five years of relevant experience in real estate, title services, mortgage operations, legal closing, financial services, contract administration, account management, document auditing, or underwriting support.
- Previous experience working remotely in a professional environment.
- Proven ability to manage multiple files, deadlines, stakeholders, and detailed documentation workflows independently.
- Experience reviewing HUD or settlement statements is strongly preferred.
- Experience auditing financial documents, including payslips, tax returns, and bank statements, is an advantage.
Required Skills and Competencies
- Excellent written and spoken English, with clear and professional verbal communication.
- Strong analytical, numerical, and financial-review skills.
- Critical thinking, sound judgment, and effective decision-making.
- Excellent organization, prioritization, and time management.
- High attention to detail and commitment to accuracy.
- Confidence communicating with U.S.-based professionals and handling difficult conversations.
- Initiative, accountability, independence, and consistent follow-through.
- Ability to manage complex transactions with minimal supervision.
- Professionalism, empathy, negotiation, and stakeholder-management skills.
- Adaptability, technology proficiency, and the ability to learn complex software quickly.
- Calmness under pressure and reliability in a fast-paced remote environment.
- Candidates with clear, professional, easily understandable English accents are preferred.
Technical and Remote Work Requirements
- A reliable computer and smartphone.
- High-speed internet of at least 100 Mbps with unlimited data.
- Strong proficiency in the Windows operating system.
- Working knowledge of Microsoft Office, including Word, Excel, and Outlook.
- Familiarity with Google Workspace, including Gmail, Docs, Sheets, and Calendar.
- Experience using Adobe Acrobat, CRM software such as Salesforce or equivalent, and digital document-management systems.
- Ability to work confidently with databases, digital workflows, and task-management tools.
- Willingness to learn phone systems such as RingCentral; training can be provided.
- Basic familiarity with AI tools is an advantage.
Compensation and Benefits
- Performance-based salary reviews and potential increases.
- Fully remote working arrangement.
- Opportunity to work with a diverse, U.S.-based team.
- Opportunity to develop into full account ownership with increased responsibility.
- Full-time employment: 40 hours per week.
- Monday - Friday, 9:00 a.m. - 7:00 p.m. U.S. hours.
- Core coverage for Central and Mountain Time Zones.
- Weekends and U.S. holidays off.
- Consistent availability during agreed working hours is essential.