1031 Exchange Coordinator
Northern Bank•Woburn, MA
•$65,000 - $85,000
About The Position
The 1031 Exchange Coordinator will be responsible for tracking and maintaining exchange files and coordinating all real estate closings. This role involves partnering with customers and title closers to draft exchange paperwork, reviewing settlement statements and purchase contracts for tax-rule alignment, and monitoring strict statutory deadlines for 1031 exchange completion. The coordinator will also guide customers on complex exchange taxation rules under management supervision and track and account for all incoming transactional exchange fees.
Requirements
- Experience with transactions and closing processes is highly valued.
- Legal or accounting backgrounds translate directly into this compliance role.
- Ability to learn, interpret, and apply technical tax regulations.
Responsibilities
- Track and maintain exchange files.
- Coordinate all real estate closings.
- Partner with customers and title closers to draft exchange paperwork.
- Review settlement statements and purchase contracts for tax-rule alignment.
- Monitor strict statutory deadlines for 1031 exchange completion.
- Guide customers on complex exchange taxation rules under management supervision.
- Track and account for all incoming transactional exchange fees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
