Exchange Support Coordinator II

Stewart • Roseville, CA

6d

About The Position

Directly engages in field operations outside of core Escrow and Title Operations; also, includes various leadership roles that support the overall strategy and execution of field-based operations. Manages and reviews client files, answers client inquiries and coordinates all the administrative details necessary for the preparation, processing and follow-up of a 1031 tax deferred exchange.

Requirements

• High school diploma required
• Typically requires 2+ years of related work experience

Nice To Haves

• Bachelor’s preferred

Responsibilities

• Engages in providing professional customer service, communication, organization and analytic skills to work escalated files and drive performance
• By working escalations, strives to meet and exceed client expectations
• Other responsibilities include assisting the manager in identifying process improvements and standards for production and quality
• Follows standard procedures and guidelines
• Understands how assigned duties relate to others within the team and how the team integrates with related teams
• Impacts own team through the quality of the support provided
• Recognizes and solves typical problems; selects solutions from established options
• Communicates moderately complex information in routine situations, typically within own team
• Works under general supervision with limited ability to modify approach
• Individual contributor having no supervisory responsibilities; manages own workload
• Performs all other duties as assigned by management

Benefits

• variety of health and wellness insurance options and programs
• paid time off
• 401(k) with company match
• employee stock purchase program
• employee discounts

What This Job Offers

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