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Account Manager – Non-Bank B2B/B2C
Career Directions Ltd. Own transactions end-to-end following the initial training period .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing real estate transactions, including document auditing, compliance, and effective communication with various stakeholders. Proficient in handling complex situations and maintaining detailed workflows while meeting tight deadlines.
Highest-signal resume keywords
Real Estate Transaction ManagementDocument AuditingStakeholder CommunicationWorkflow ManagementIndependent Problem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Document AuditingReverse UnderwritingContract AdministrationFinancial Document ReviewB2B CommunicationB2C CommunicationHUD Statement ReviewSettlement Statement BalancingCompliance AnalysisDeadline Management
Soft Skills
Strong English Communication SkillsListening SkillsCalm Conflict ResolutionAdaptability in CommunicationJudgment and Decision-Making
Tools & Technologies
Microsoft OfficeGoogle WorkspaceAdobe AcrobatCRM SoftwareDigital Document Management SystemsWorkflow Management SystemsRingCentralWindows Operating System Proficiency
Industry Keywords
Real EstateTitleMortgageLegal ClosingFinancial ServicesContract AdministrationAccount ManagementUnderwriting SupportShort Sale Cooperative ComplianceDocument Workflow
About the role
Key responsibilities & impact- Own transactions end-to-end following the initial training period
- Manage multiple active files and stakeholders simultaneously
- Track outstanding requirements, deadlines, signatures, paperwork, and next steps
- Manage account assistants’ work product and resolve issues
- Communicate proactively with listing agents, buyer’s agents, homeowners, title firms, attorneys, and internal team members
- Coordinate closings and follow up to meet closing deadlines
- Explain bank approval letters and contract terms
- Resolve documentation issues and maintain accurate digital filing and workflow tracking
- Audit contracts for Short Sale Cooperative compliance
- Review buyer submissions and financial documents including pay statements, tax returns, and bank statements
- Perform reverse underwriting and identify inconsistencies or missing information
- Review and balance HUD and settlement statements
- Cross-check settlement figures against contracts, approval letters, lender requirements, and closing requirements
- Identify discrepancies and communicate corrections before closing
- Handle B2B and B2C communication, including professional emails and occasional telephone conversations
- De-escalate tense conversations and adjust communication style to the audience
- Analyze complex situations, determine next steps, research unfamiliar questions, and propose solutions
- Escalate issues appropriately while first attempting to understand and resolve them independently
Requirements
What you’ll need- Bachelor’s and or Masters degree or equivalent relevant professional experience
- 5+ years of relevant professional experience in real estate, title, mortgage, legal closing, financial services, contract administration, account management, document auditing, or underwriting support
- Previous experience working remotely in a professional environment
- Demonstrated ability to perform effectively in a fast-paced, deadline-driven environment
- Experience working with detailed document workflows
- Demonstrated ability to manage multiple files, deadlines, and stakeholders
- Proven ability to work independently after training
- Experience in a role requiring judgment rather than simply completing assigned tasks
- Strong English communication skills, spoken and written
- Ability to communicate confidently with U.S.-based professionals
- Strong business-email writing skills
- Ability to explain complicated information simply
- Ability to handle difficult conversations calmly
- Strong listening and comprehension skills
- Reliable computer and smartphone
- High-speed internet of at least 100 Mbps with unlimited data
- Strong Windows operating-system proficiency
- Microsoft Office, Google Workspace, Adobe Acrobat, CRM software, digital document-management systems, and workflow/task-management systems familiarity
- RingCentral or similar phone-system familiarity; training can be provided
Benefits
Comp & perks- Performance-based salary reviews and raises
- Remote work flexibility
- Opportunity to work with a diverse, dynamic team