Exchange Officer (Remote)

Inspira Financial•Denver, CO

3d•Remote

About The Position

The Exchange Officer is responsible for processing 1031 exchange transactions and supporting clients throughout the exchange lifecycle. This includes preparing documents, managing transaction workflows, and assisting with onboarding and client support. The role requires attention to detail, strong organizational skills, and the ability to handle more complex exchange scenarios with guidance.

Requirements

3+ years of relevant experience in 1031 exchanges, title, escrow, or real estate
Bachelor’s degree or equivalent experience
Proficiency with Microsoft Office and cloud-based applications
Strong written, verbal, and interpersonal communication skills
Ability to manage time effectively and work both independently and collaboratively
Apply working knowledge of forward exchanges
Understand entity types such as LLCs, partnerships, TICs, DSTs, and corporations
Support more complex transactions involving: - Related party exchanges - Seller financing - Mixed-use properties - Vacation homes and personal residences - Drop & swap structures - Refinancing and holding period considerations

Nice To Haves

Working toward or holding a Certified Exchange Specialist (CES) designation is a plus
Familiarity with parking exchanges is a plus

Responsibilities

Prepare and process 1031 exchange documents and agreements using internal systems and templates
Manage a high volume of transactions accurately and efficiently
Assist with banking and funding tasks related to client accounts
Maintain organized client files and reports
Onboard and train new clients on exchange processes
Respond to client inquiries via phone and email
Provide ongoing support and escalate issues as needed
Support client relationships with a focus on service and retention
Collaborate with subject matter experts during client consultations
Provide administrative support as needed to ensure smooth operations
Take on additional responsibilities as assigned