CDL Limited
Position:Account Manager (Non‑Bank B2B/B2C)

Location: Remote

Status: Full‑time (40 hours/week)

Schedule & Availability: Monday–Friday, 9:00 AM–7:00 PM U.S. hours with core coverage for

CST & MST time zones; reachable during U.S. working hours (approx. 9:30 AM–7:00 PM EST

overlap).Weekends & U.S. Holidays OFF

This is a senior, hands‑on role combining transaction coordination with contract/financial auditing and high‑stakes communication. Your mission is to own transactions end‑to‑end,answer complex questions from discerning external listing agents and homeowners, and solve issues proactively—while ensuring every stakeholder does their part on time, accurately, and with clarity.

You will coordinate with title firms, attorneys, REALTORS®, buyer’s agents, and homeowners; explain contracts and bank approval letters; review and balance HUD/settlement statements; and execute reverse underwriting to verify buyer affordability in short sale scenarios. You’ll de‑escalate tense conversations with calm professionalism and provide B2B support to buyer’s agents, helping them comply with SSC’s terms and processes.

Requirements
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 fee

labels.

● 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.

Skills & Attributes

● Excellent with numbers; strong in math and confident in basic accounting and financial

analysis.

● Outstanding attention to detail—able to spot errors and inconsistencies.

● Calm under pressure with strong de‑escalation skills and professional empathy.

● Highly tech-savvy and a fast learner of complex software/CRMs and databases.

● Organized, self‑driven, and consistent with follow‑through across multiple

files/stakeholders.

● Clear, concise writing (email‑heavy) and professional verbal skills.

● Creative problem‑solving and critical thinking for unique short sale scenarios.

● High motivation, ownership, and productivity; thrives in a high‑performance,

mission‑driven team.

● Persuasion & negotiation skills to quash common arguments while keeping

counterparts satisfied.

Technical Requirements

● Own computer, phone, and high‑speed internet (≥100 Mbps) with unlimited data.

● Windows OS proficiency; confident navigating modern UIs, databases, and integrations.

● Software familiarity:

○ Microsoft Office (Word, Excel, Outlook)

○ Google Workspace (Docs, Sheets, Gmail, Calendar)

○ Adobe Acrobat (document management and auditing)

○ RingCentral (phone system — training provided)

○ CRM software (Salesforce or equivalent)

● Basic understanding of AI fundamentals is a plus.

● Comfortable working across U.S. Central & Mountain Time Zones with EST overlap.

Compensation, Benefits & Perks

● Performance‑based bonuses/incentives.

● Remote‑work flexibility.

● Paid Time Off and Paid Holidays.

● Ongoing training & development in real estate, plus exposure to cutting‑edge real

estate concepts.

● Career advancement opportunities in a fast‑growing national firm.

● Be part of a team where your work helps save homes and change lives.

• 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.
• 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.

• Excellent with numbers; strong in math and confident in basic accounting and financial analysis.
• Outstanding attention to detail—able to spot errors and inconsistencies.
• Calm under pressure with strong de‑escalation skills and professional empathy.
• Highly tech-savvy and a fast learner of complex software/CRMs and databases.
• Organized, self‑driven, and consistent with follow‑through across multiple files/stakeholders.
• Clear, concise writing (email‑heavy) and professional verbal skills.
• Creative problem‑solving and critical thinking for unique short sale scenarios.
• High motivation, ownership, and productivity; thrives in a high‑performance, mission‑driven team.
• Persuasion & negotiation skills to quash common arguments while keeping counterparts satisfied.

• 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.
• 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.