Account Manager – Real Estate Transactions & Financial Document Review

Account Manager – Real Estate Transactions & Financial Document Review

• Job Type Full Time
• Qualification BA/BSc/HND , MBA/MSc/MA
• Experience 5 years
• Location Nairobi
• Job Field Finance / Accounting / Audit

Role Overview

• We are seeking an experienced, analytical, and independent Account Manager to manage real estate transactions, coordinate stakeholders, audit contracts, review financial documents, and oversee closing processes for a U.S.-based real estate services business.
• The successful candidate will manage multiple transactions, identify discrepancies, monitor deadlines, resolve operational challenges, and maintain professional relationships with real estate professionals, homeowners, attorneys, and other stakeholders.
• The role requires strong financial and analytical skills, sound judgment, attention to detail, and the ability to take ownership of complex assignments with minimal supervision.

Key Responsibilities

• Account and Transaction Management

• Manage transactions from initiation through closing following 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.

• Apply professional negotiation and persuasion to move transactions forward while maintaining positive relationships.

• Closing Coordination and Documentation

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

• Explain approval letters, contract terms, and closing requirements clearly.

• Track outstanding signatures, paperwork, and closing deadlines.

• Verify that documents are accurately completed, signed, labelled, and filed.

• Cross-check contract terms against settlement statements and closing requirements.

• Maintain organized digital records and workflow trackers.

• Handle sensitive and difficult conversations professionally and empathetically.

• Contract Auditing and Financial Document Review

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

• Audit financial documents, including payslips, tax returns, and bank statements.

• Review HUD and settlement statements, verifying 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 using sound judgment.

• Communication and Stakeholder Management

• Maintain clear, timely, and professional communication with U.S.-based professionals and homeowners.

• Draft concise business emails and confidently handle telephone conversations.

• Explain complex financial, contractual, and transaction processes in simple language.

• Clarify requirements, identify underlying concerns, and adapt communication to different audiences.

• Remain professional and firm when addressing compliance issues and deadlines.

• Independent Problem-Solving and Decision-Making

• Analyze transaction records and financial information to determine appropriate next steps.

• Prioritize urgent matters and manage competing deadlines independently.

• Research unfamiliar issues and evaluate possible solutions before escalating them.

• Make sound decisions within the role's authority and recognize when management intervention is necessary.

• Present practical recommendations when escalating complex matters.

• Apply lessons from previous transactions to improve accuracy and efficiency.

• Workflow and Performance Management

• Maintain accurate transaction trackers, digital files, and outstanding-action records.

• Manage multiple transactions without compromising accuracy or deadlines.

• Identify recurring process issues and recommend workflow improvements.

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

• Qualifications and Experience

• 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.

• Required Skills and Competencies

• 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 the 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.

• Technical and Remote Work Requirements

Candidates must have:

• A reliable computer and smartphone.

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

• Strong proficiency in the Windows operating system.

• 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.

• Basic familiarity with AI tools is an advantage.

• Compensation and Benefits

• 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.

• Working Schedule

• Full-time employment: 40 hours per week.

• Monday–Friday, 9:00 a.m.–7:00 p.m. U.S. hours.

• Core coverage for Central and Mountain Time Zones.

• Weekends and U.S. holidays off.

• Consistent availability during agreed working hours is essential.

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