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.