Account Manager (NonBank B2BB2C)

Position:Account Manager (NonBank B2B/B2C)

Location: Remote

Status: Fulltime (40 hours/week)

Schedule & Availability: MondayFriday 9:00 AM7:00 PM U.S. hours with core coverage for

CST & MST time zones; reachable during U.S. working hours (approx. 9:30 AM7:00 PM EST

overlap).Weekends & U.S. Holidays OFF

This is a senior handson role combining transaction coordination with contract/financial auditing and highstakes communication. Your mission is to own transactions endtoendanswer complex questions from discerning external listing agents and homeowners and solve issues proactivelywhile ensuring every stakeholder does their part on time accurately and with clarity.

You will coordinate with title firms attorneys REALTORS buyers agents and homeowners; explain contracts and bank approval letters; review and balance HUD/settlement statements; and execute reverse underwriting to verify buyer affordability in short sale scenarios. Youll deescalate tense conversations with calm professionalism and provide B2B support to buyers agents helping them comply with SSCs terms and processes.

Requirements

Key Responsibilities

Project/Account Management

Own transactions endtoend 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 salesadjacent persuasion/negotiation to drive action and resolve objections

while maintaining goodwill.

Closing Coordination & Stakeholder Management

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.

Deescalate emotional or tense conversations with professionalism and compassion.

Ensure all documents are fully signed properly labeled and tracked.

Crossreference contract terms with HUD line items and compliance requirements.

Manage digital filing and workflow tracking (Gmail Sheets Adobe Acrobat etc.).

Support a fastmoving techdriven office environment remotely.

Contract Auditing Reverse Underwriting & Compliance (B2B Focus)

Audit contracts from buyers 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 buyers 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 buyers agents (emailheavy

with occasional calls) to explain SSC processes and regulations.

Proactively problemsolve complex distressed homeownership scenarios to achieve

optimal outcomes.

Perform administrative duties including task management followups and occasional

phone calls to banks.

HUD/Settlement Statement Expertise

Audit and balance HUD/settlement statements ensuring accuracy and correct fee

labels.

Crosscheck all figures against contracts approval letters and lender/closing

requirements.

Education & Communication

Bachelors degree or relevant equivalent experience

Equivalent of 16 years of formal English education (reading writing speaking).

UK or USnativesounding English skills are REQUIRED; professional fluency with a

neutral Americansounding accent.

Proven ability to conduct productive persuasive conversations in nonbank B2B/B2C

settings.

Experience

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.

Skills & Attributes

Excellent with numbers; strong in math and confident in basic accounting and financial

analysis.

Outstanding attention to detailable to spot errors and inconsistencies.

Calm under pressure with strong deescalation skills and professional empathy.

Highly tech-savvy and a fast learner of complex software/CRMs and databases.

Organized selfdriven and consistent with followthrough across multiple

files/stakeholders.

Clear concise writing (emailheavy) and professional verbal skills.

Creative problemsolving and critical thinking for unique short sale scenarios.

High motivation ownership and productivity; thrives in a highperformance

missiondriven team.

Persuasion & negotiation skills to quash common arguments while keeping

counterparts satisfied.

Technical Requirements

Own computer phone and highspeed internet (100 Mbps) with unlimited data.

Windows OS proficiency; confident navigating modern UIs databases and integrations.

Software familiarity:

Microsoft Office (Word Excel Outlook)

Google Workspace (Docs Sheets Gmail Calendar)

Adobe Acrobat (document management and auditing)

RingCentral (phone system training provided)

CRM software (Salesforce or equivalent)

Basic understanding of AI fundamentals is a plus.

Comfortable working across U.S. Central & Mountain Time Zones with EST overlap.

Compensation Benefits & Perks

Performancebased bonuses/incentives.

Remotework flexibility.

Paid Time Off and Paid Holidays.

Ongoing training & development in real estate plus exposure to cuttingedge real

estate concepts.

Career advancement opportunities in a fastgrowing national firm.

Be part of a team where your work helps save homes and change lives.