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Job Description
- Process and verify real estate transaction payments, deposits, and withdrawals in compliance with company policies and industry regulations.
- Assist clients with inquiries related to real estate financial transactions, providing accurate information and exceptional customer service.
- Maintain detailed and accurate records of all financial transactions, ensuring data integrity and confidentiality.
- Collaborate with sales, accounting, and administrative teams to facilitate smooth transaction processing and resolve discrepancies.
- Prepare daily, weekly, and monthly transaction reports for management review.
- Ensure compliance with anti-money laundering (AML) and know-your-customer (KYC) procedures.
- Handle cash, checks, and electronic payments securely, following established protocols.
- Support the onboarding process for new clients by verifying documentation and assisting with account setup.
- Identify and escalate any suspicious or unusual transaction activity to the appropriate department.
- Contribute to process improvements and recommend best practices for transaction management.
Job Requirements
- 2-6 years of experience in a teller, cashier, or financial services role, preferably within the real estate or construction sector.
- Proven ability to handle financial transactions with accuracy and attention to detail.
- Strong customer service orientation and effective communication skills.
- Familiarity with real estate transaction processes and documentation.
- Ability to work independently and collaboratively in a fast-paced office environment.
- Proficiency in using financial software, spreadsheets, and office applications.
- Strong organizational and time management skills.
- Understanding of compliance standards, including AML and KYC regulations.
- High level of integrity and commitment to confidentiality.
- Flexibility to adapt to changing priorities and business needs.