Account Manager (Non‐Bank B2B/B2C) at CDL Human Resource

Key Responsibilities


Project/Account Management
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.
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.
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.
Contract Auditing, Reverse Underwriting & Compliance (B2B Focus)
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.
Perform administrative duties including task management, follow‑ups, and occasional phone calls to banks.
HUD/Settlement Statement Expertise
Audit and balance HUD/settlement statements, ensuring accuracy and correct feelabels.
Cross‑check all figures against contracts, approval letters, and lender/closing requirements.


Education & Communication


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.


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.