Exchange Officer: Colorado, California, Idaho, Texas, or Washington
About The Position
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we’re committed to being the premier employer of choice. We’re proud to have ranked among American Banker magazine’s “Best Banks to Work For” almost every year since 2013, as Best Employer from Utah’s Best of State, among the Best Places to Work in Idaho, and “among the Salt Lake Tribune’s Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 11 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for an Exchange Officer to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations: Houston, Texas Boise, Idaho San Diego, California Denver, Colorado Seattle, Washington Los Angeles, CA Ideal candidates will have these skills and experience : Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities. Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges. Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices. Stay current on tax legislation and requirements related to tax-deferred real estate exchanges. Open and maintain exchange accounts. Experience with Reverse and Improvement Exchanges preferred but not required
Requirements
- Bachelor’s degree required.
- Strong communication and problem-solving skills essential.
- Limited use and application of basic principles, theories, and concepts.
- Fundamental knowledge of real estate tax law and financial analysis.
- Excellent organizational, communication, analytical, reconciliation, and customer service skills.
- Proficiency in word processing, spreadsheet, and internet-based applications.
Nice To Haves
- Experience with Reverse and Improvement Exchanges preferred but not required
Responsibilities
- Service, promote, educate, and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects, while supporting business development activities.
- Analyze, structure, coordinate, review, and monitor tax-deferred 1031 exchanges.
- Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices.
- Stay current on tax legislation and requirements related to tax-deferred real estate exchanges.
- Open and maintain exchange accounts.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
