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In this role you will facilitate 1031 exchanges for First American Exchange’s local and national clients. You will work directly with clients, their advisors and the escrow officers and closers who handle their transactions. This role also may include supervising, training and developing Exchange Assistants. Position includes discussing transactions with clients and their advisors, preparing exchange documentation and facilitating the exchange aspect of the closing. Candidate must have or develop proficiency in 1031 exchange rules and work efficiently in a fast-paced environment. **This is a fully remote position that will be working the Eastern Standard Time Zone**
Job Responsibility:
Open Exchanges
Develop proficiency in 1031 rules and ability to answer customer questions
Handle inquiry calls
Review purchase agreements and title reports
Prepare exchange documentation for relinquished and replacement property closings
Follow company’s procedures and comply with Accounting Policy
Monitor time deadlines and closing dates
Handle all accounting for the exchange files
Manage exchange process in a timely manner
Review estimated closing statements for approval
Handle acceptance and disbursement of funds in accordance with 1031 rules
Collect fee income and final signed documentation
Trouble shooting and customer management
Follow up with existing and potential clients for increased business
Cooperate with manager and sales reps to develop business
Requirements:
A minimum of three years in real estate, escrow, or 1031 exchanges is preferred but not required
A background in accounting, bookkeeping, customer service, or sales is highly desirable
Strong computer skills, accurate typing, and a solid understanding of basic math
Demonstrated ability to plan, prioritize, and manage multiple tasks with attention to detail in a fast-paced environment
Excellent verbal and written communication skills with a collaborative, team-oriented mindset
Creative and resourceful decision-making with a strong focus on customer satisfaction
Flexible and versatile, able to adjust to shifting priorities while maintaining professionalism
Strong leadership capabilities, dependable, detail-oriented, and capable of managing stress effectively