Account Manager – Real Estate Transactions, Financial Document Review

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

📋 Description

• Oversee real estate transactions from start to finish following the initial training phase.

• Manage multiple files, stakeholders, deadlines, and outstanding requirements efficiently.

• Track transaction progress and proactively resolve any delays.

• Supervise the work of account assistants and address operational challenges.

• Collaborate with title companies, attorneys, listing agents, buyers' agents, homeowners, and internal teams.

• Clarify approval letters, contract terms, and closing requirements.

• Keep track of signatures, paperwork, and closing deadlines.

• Ensure documents are correctly completed, signed, labeled, and filed.

• Verify contract terms against settlement statements and closing obligations.

• Maintain orderly digital records, transaction trackers, workflow trackers, and records of outstanding actions.

• Conduct sensitive and challenging conversations with professionalism and empathy.

• Review contracts and buyer submissions for accuracy, completeness, and compliance.

• Audit payslips, tax returns, bank statements, HUD statements, and settlement statements.

• Confirm figures and fees align with contracts, approval letters, lender requirements, and closing instructions.

• Detect discrepancies, missing information, and potential compliance concerns before closing.

• Coordinate corrections and follow up on incomplete submissions.

• Assist with reverse underwriting and navigate unusual distressed-property transaction situations.

• Communicate clearly and professionally with U.S.-based professionals and homeowners via email and phone.

• Simplify complex financial, contractual, and transaction processes into understandable terms.

• Analyze transaction records and financial data to determine subsequent steps.

• Prioritize urgent issues, manage competing deadlines, research unfamiliar topics, and make decisions within role authority.

• Provide practical recommendations when escalating complex matters.

• Identify recurring process challenges and suggest improvements to workflows.

• Maintain consistent availability and responsiveness during designated U.S. working hours.

⛳️ Requirements

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

• Minimum of 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.

• Prior experience working remotely in a professional setting.

• Demonstrated ability to independently manage multiple files, deadlines, stakeholders, and detailed documentation workflows.

• Experience reviewing HUD or settlement statements is highly preferred.

• Familiarity with auditing financial documents, including payslips, tax returns, and bank statements, is advantageous.

• Exceptional written and spoken English skills, with clear and professional verbal communication.

• Strong analytical, numerical, and financial review capabilities.

• Critical thinking, sound judgment, and effective decision-making skills.

• Excellent organizational, prioritization, and time management abilities.

• High attention to detail and commitment to maintaining accuracy.

• Confidence in communicating with U.S.-based professionals and managing difficult conversations.

• Initiative, accountability, independence, and consistent follow-through.

• Capability to handle complex transactions with minimal supervision.

• Professionalism, empathy, negotiation, and stakeholder management skills.

• Adaptability, technological proficiency, and the ability to quickly learn complex software.

• Composure under pressure and reliability in a fast-paced remote work environment.

• Preference for candidates with clear, professional, easily understandable English accents.

• Reliable computer and smartphone.

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

• Strong proficiency in Windows operating system.

• Working knowledge of Microsoft Office applications, including Word, Excel, and Outlook.

• Familiarity with Google Workspace tools, including Gmail, Docs, Sheets, and Calendar.

• Experience with Adobe Acrobat, CRM software like 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 will be provided.

🏝️ Benefits

• Performance-based salary reviews and potential increases.

• Fully remote working arrangement.

• Opportunity to collaborate with a diverse, U.S.-based team.

• Potential for full account ownership with increased responsibilities.

• Weekends and U.S. holidays off.