Paralegal/Exchange Director

CRC GroupRemote - Illinois, IL
$75,000 - $80,000Onsite

About The Position

Leading 1031 exchange firm is seeking an experienced client relationship manager with existing personal skills to join our team. The ideal candidate must have experience in a similar role. Must be motivated, hardworking, high energy and a self-starter.

Requirements

  • 5+ years' experience in client relationship management or sales
  • Exceptional facilitation, written and verbal communication, and interpersonal skills
  • High level of accountability
  • Strong attention to detail
  • Customer service oriented and communicate proficiently.
  • Creative problem-solving skills
  • Travel when necessary
  • High energy, a positive attitude a must
  • Team Player and strong negotiation skills

Nice To Haves

  • Understanding of real estate transactions/ closing preferred, but not required
  • Legal, accounting, or transactional real estate experience preferred.

Responsibilities

  • Build and maintain relationships with existing banking teams, as well as third party relationships with real estate attorneys, accountants and realtors
  • Develop a wide network of banking relationships within the Truist umbrella
  • Drive sales, increase revenue, expand markets to accomplish financial objectives
  • Track and report appointments
  • Collaborate with management and internal teams on Business Development initiatives.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Employer Paid Life insurance
  • Employer Paid LTD
  • Paid Time Off
  • 401(k)
  • 401(k) Employer Match
  • company holidays
  • vacation and sick days
  • new parent leave
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