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客户经理 – 房地产交易与财务文件审核

雇主

Career Directions Limited (CDL)

地点

远程 · Remote · 美国

待遇

$面议

工作模式

远程

截止日期

1月8日

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岗位摘要

Category: Real Estate Location: Location:Fully Remote – Kenya Employment Type:Full-Time, 40 hours per week Working Hours:Monday–Friday, 9:00 a.

岗位职责

Category:Real Estate
Location:
Location:Fully Remote – Kenya
Employment Type:Full-Time, 40 hours per week
Working Hours:Monday–Friday, 9:00 a.m.–7:00 p.m. U.S. hours
Contract Duration:12 months, renewable based on performance and business needs
Role Overview
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.
Key Responsibilities
1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
Requirements
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
Candidates must have:
* 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.
Benefits
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.
Working Schedule
* 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.
Details
Originally posted on Himalayas

申请条件

- 具备房地产交易管理经验
- 出色的分析能力和财务技能
- 能够独立工作,具备较强的自主性和判断力
- 注重细节,能够发现差异和问题
- 优秀的多任务管理能力,能同时处理多个交易和截止日期
- 具备专业的谈判和说服能力
- 能够与产权公司、律师、房产经纪人、房主等多方利益相关者进行有效协调和沟通
- 能够清晰解释审批函、合同条款和过户要求
- 具备审核合同和财务文件的能力
- 能够跟踪签名、文书和过户截止日期
- 能够核实文件的准确完成、签署、标记和归档
- 能够将合同条款与结算报表和过户要求进行交叉核对
- 具备维护数字化记录和工作流程跟踪器的能力
- 能够处理敏感和困难的对话
- 能够在最少的监督下承担复杂任务
- 能够主动监控交易进展并解决延误
- 能够协调助理工作并解决运营问题
- 能够维护与房地产专业人士、房主、律师等利益相关者的专业关系
- 具备流利的英语书面和口头沟通能力
- 能够适应美国工作时间(周一至周五,上午9:00至下午7:00美国时间)
- 工作地点位于肯尼亚,可全职远程工作

雇主简介

Career Directions Limited (CDL) 是一家招聘与人力资源服务公司,为美国房地产服务企业招聘远程账户经理,负责管理房地产交易、协调利益相关者、审核合同及监督过户流程。

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数据来源:Himalayas

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