Client Services & Transaction Coordinator

Title Financial Corp • Blackfoot, ID

1d • Onsite

About The Position

Title Financial Specialty Services (TFSS) is a subsidiary of Title Financial Corporation (TFC), a family-owned company offering trusted real estate and financial services since 1905. We are known for developing long-term careers and fostering a culture where Everyone Counts, we do the Right Thing, we Take the Smart Risk, Attitude is Everything, and Everyone Has the Opportunity to Make a Difference. This position is located in Blackfoot, ID. We are looking for a motivated, resourceful 1031 Exchange Coordinator to manage exchange files from inception through completion. This role prepares accurate documentation, tracks critical IRS time requirements, supports complex transactions, and communicates with clients and professional partners throughout the exchange process.

Requirements

• Must be at least 18 years old
• High school diploma or equivalent
• At least two years of related experience
• Valid driver’s license and ability to pass an MVR and background check
• Ability to sit at a desk and work on a computer for extended periods
• Ability to lift up to 15 pounds at times

Nice To Haves

• Excellent organization, attention to detail, and time management
• Strong written and verbal communication, active listening, and customer service skills
• Ability to build collaborative working relationships with clients, partners, and team members
• Analytical thinking, sound judgment, and a practical problem-solving approach
• Ability to prioritize work, adjust to changing needs, and remain effective during complex or occasionally stressful transactions
• A continuous improvement mindset with a willingness to learn, refine processes, and support team performance
• Proficiency with Microsoft Office or related software and the ability to learn new programs

Responsibilities

• Gather the information needed to open and process 1031 exchange files from inception through completion
• Prepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentation
• Monitor and fulfill applicable IRS documentation and timing requirements
• Research and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountants
• Maintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping support
• Communicate clearly and professionally by phone, in person, and through written correspondence

Benefits

• Medical, dental, and vision insurance
• Basic life insurance and short-term disability
• 401(k) with competitive discretionary match
• Early paycheck access and a discount on closing fees
• Company-provided telehealth and wellness program
• Pet insurance and other voluntary plans, including accident and hospital coverage
• 24 hours of FTO on your first paycheck, with additional accrual for three weeks of annual FTO
• 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED