Exchange Officer (Remote in the US- CST Hours) — USA, CA

# Who We Are

# What We Do

The 1031 Exchange Transactions job is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. Exchange Officer work closely with clients, advisors and internal teams, including escrow officers and closers, to discuss transaction details, prepare exchange documentation, and guide the exchange process. This role also includes supervising, training, and developing Exchange Assistants.

This role is remote M-F 8:00 am - 5:00 pm CST.

What You'll Do

• Develop proficiency in 1031 rules and ability to answer customer’s questions
• Handle client inquiries regarding exchange agreements, purchase agreements, and escrow instructions.
• Review purchase agreements and title report. Prepare exchange documentation for relinquished and replacement property closings
• Follow company’s procedures and comply with Accounting Policy
• Process mail and update files, using calendar and tickler systems to monitor timelines, deadlines, and closing dates
• Prepare and finalize Assignments, Amendments, and Indemnities as needed for exchange processes
• Review estimated closing statements for accuracy and approval
• Manage acceptance and disbursement of funds, ensuring proper collection of fees and interest income
• Oversee final disbursements, including exchange closing statements, 1099s, and the return of excess funds.
• Provide direct customer service by troubleshooting issues, following up with clients, promoting high levels of satisfaction
• Conduct to existing and potential clients to foster business growth and maintain relationships.
• Mange daily pass-through and saving deposits, including initiating and monitoring wires.
• Balance daily accounting ledgers, maintain control records, and ensure proper filing and order of exchange files.
• Submit weekly and monthly log and revenue reports as required
• Other duties as assigned.

What You'll Bring

• High School diploma or equivalent
• 1-2 years related experience
• Accounting, bookkeeping, customer service or sales experience is preferred
• Strong customer service orientation
• Detail orientation
• Excellent verbal communication
• Problem solving skills
• Strong organizational skills
• Ability to learn 1031 exchange rules and procedures
• Computer knowledge/experience
• Typing skills
• Basic math skills
• Organization and planning
• Flexibility
• Versatility/ability to manage multiple priorities
• Good verbal and written communication skills
• Leadership abilities
• Creative problem solving and decision making
• Customer service skills
• Coping/stress management skills
• Detail oriented
• Team player oriented

Pay Range: $30.91 - $41.20 Hourly, Remote

# What We Offer