- 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.
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.