← Todas as vagas

Account Manager – Real Estate Transactions, Financial Document Review

Sobre a vaga

• Manage real estate transactions from initiation through closing after 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
• Liaise with title companies, attorneys, listing agents, buyers' agents, homeowners, and internal teams
• Explain approval letters, contract terms, and closing requirements
• Track signatures, paperwork, and closing deadlines
• Verify documents are accurately completed, signed, labelled, and filed
• Cross-check contract terms against settlement statements and closing requirements
• Maintain organized digital records, transaction trackers, workflow trackers, and outstanding-action records
• Handle sensitive and difficult conversations professionally and empathetically
• Review contracts and buyer submissions for accuracy, completeness, and compliance
• Audit payslips, tax returns, bank statements, HUD statements, and settlement statements
• Verify 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
• Communicate clearly and professionally with U.S.-based professionals and homeowners by email and telephone
• Explain complex financial, contractual, and transaction processes in simple language
• Analyze transaction records and financial information to determine next steps
• Prioritize urgent matters, manage competing deadlines, research unfamiliar issues, and make decisions within role authority
• Present practical recommendations when escalating complex matters
• Identify recurring process issues and recommend workflow improvements
• Maintain consistent availability and responsiveness during agreed U.S. working hours

• 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
• 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 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
• Reliable computer and smartphone
• High-speed internet of at least 100 Mbps with unlimited data
• Strong proficiency in Windows
• 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

• 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
• Weekends and U.S. holidays off