Account Manager – Non-Bank B2B/B2C
Job not on LinkedIn
October 31
📋 Description
• Own transactions end ‑ to ‑ end after the initial training period. • Manage the work product of account assistants and resolve issues that arise. • Communicate proactively with discerning external listing agents, homeowners, and internal teams. • Apply sales ‑ adjacent persuasion/negotiation to drive action and resolve objections while maintaining goodwill. • Serve as the main point of contact for title firms, attorneys, listing and buyer agents, and homeowners. • Explain bank approval letters and contract terms in clear, simple language. • Follow up with stakeholders to meet closing deadlines and resolve documentation issues. • De ‑ escalate emotional or tense conversations with professionalism and compassion. • Ensure all documents are fully signed, properly labeled, and tracked. • Cross ‑ reference contract terms with HUD line items and compliance requirements. • Manage digital filing and workflow tracking (Gmail, Sheets, Adobe Acrobat, etc.). • Support a fast ‑ moving, tech ‑ driven office environment remotely. • Audit contracts from buyer’s agents to ensure full compliance with SSC terms & conditions. • Review buyer submissions and audit supporting financial documents: pay statements, tax returns, bank statements. • Perform reverse underwriting to verify buyer’s ability to afford the mortgage with a short sale. • Conduct document auditing and financial analysis (strong math skills required). • Maintain detailed, organized records; ensure paperwork is executed and compliant. • Provide exceptional B2B communication and support to buyer’s agents (email ‑ heavy with occasional calls) to explain SSC processes and regulations. • Proactively problem ‑ solve complex distressed homeownership scenarios to achieve optimal outcomes. • Audit and balance HUD/settlement statements, ensuring accuracy and correct fee labels. • Cross ‑ check all figures against contracts, approval letters, and lender/closing requirements.
🎯 Requirements
• Bachelor’s degree or relevant equivalent experience • Equivalent of 16 years of formal English education (reading, writing, speaking). • UK ‑ or US ‑ native ‑ sounding English skills are REQUIRED; professional fluency with a neutral, American ‑ sounding accent. • Proven ability to conduct productive persuasive conversations in non ‑ bank B2B/B2C settings. • 3 + years in real estate, title, or legal closing environments and/or 3+ years managing document workflows and auditing in an office setting. • Proven track record in contract auditing, underwriting support, accounting, or a related field. • Experience with HUD/settlement statements strongly preferred. • Experience auditing pay statements, tax returns, bank statements preferred. • Background in real estate, mortgage, or financial services is a strong plus. • Demonstrated potential to step into account management responsibilities within a few months.
🏖️ Benefits
• Performance ‐ based bonuses/incentives. • Remote ‐ work flexibility. • Paid Time Off and Paid Holidays. • Ongoing training & development in real estate, plus exposure to cutting ‐ edge real estate concepts. • Career advancement opportunities in a fast ‐ growing national firm. • Be part of a team where your work helps save homes and change lives.
Apply NowSimilar Jobs
October 22
Zoho Account Manager responsible for managing client relationships and leading project executions within the Zoho platform. Handling implementations, satisfaction, and upsell opportunities while working remotely.