Account Manager – Non-Bank B2B/B2C

Posted Oct 28

This is a fully remote position, open to applicants in Kenya.

📋 Description

• Take ownership of transactions from start to finish after completing the initial training phase.

• Simultaneously manage multiple active files and stakeholders.

• Monitor outstanding requirements, deadlines, signatures, paperwork, and subsequent steps.

• Oversee the work output of account assistants and address any issues that arise.

• Engage proactively with listing agents, buyer’s agents, homeowners, title firms, attorneys, and team members.

• Coordinate closings and ensure follow-ups to meet deadlines.

• Clarify bank approval letters and explain contract terms.

• Address documentation issues and keep accurate digital filing and workflow tracking.

• Audit contracts for compliance with Short Sale Cooperative guidelines.

• Evaluate buyer submissions and financial documents, including pay statements, tax returns, and bank statements.

• Conduct reverse underwriting and identify inconsistencies or missing information.

• Review and balance HUD and settlement statements.

• Cross-verify settlement figures against contracts, approval letters, lender requirements, and closing prerequisites.

• Identify and communicate discrepancies and corrections prior to closing.

• Manage B2B and B2C communications, including professional emails and occasional phone calls.

• De-escalate tense conversations and tailor communication style to the audience.

• Analyze complex situations, determine appropriate next steps, research unfamiliar questions, and propose solutions.

• Appropriately escalate issues while initially attempting to understand and resolve them independently.


⛳️ Requirements

• Bachelor’s or Master’s degree, or equivalent relevant professional experience.

• Over 5 years of relevant professional experience in real estate, title, mortgage, legal closing, financial services, contract administration, account management, document auditing, or underwriting support.

• Prior experience working remotely in a professional setting.

• Proven ability to perform effectively in a fast-paced, deadline-oriented environment.

• Experience with detailed document workflows.

• Demonstrated capability to manage multiple files, deadlines, and stakeholders.

• Proven ability to work independently following training.

• Experience in a role that requires judgment beyond merely completing assigned tasks.

• Strong English communication skills, both spoken and written.

• Ability to communicate confidently with U.S.-based professionals.

• Strong business email writing skills.

• Capacity to explain complex information in simple terms.

• Ability to manage difficult conversations with composure.

• Strong listening and comprehension skills.

• Reliable computer and smartphone.

• High-speed internet connection of at least 100 Mbps with unlimited data.

• Proficiency in the Windows operating system.

• Familiarity with Microsoft Office, Google Workspace, Adobe Acrobat, CRM software, digital document management systems, and workflow/task management systems.

• Familiarity with RingCentral or similar phone systems; training can be provided.


🏝️ Benefits

• Performance-based salary reviews and increases.

• Flexibility for remote work.

• Opportunity to collaborate with a diverse and dynamic team.

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