Senior Reverse Exchange Officer (Remote)

First American•Usa, CA

4d•Remote

About The Position

As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. The Sr. Reverse Exchange Officer is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. They will work closely with clients, advisors and internal teams, including escrow officers and closers, to discuss transaction details, prepare exchange documentation, and guide the exchange process.

Requirements

High School diploma or equivalent
4+ years related experience
Accounting, bookkeeping, customer service or sales experience is preferred
Strong customer service orientation
Detail orientation
Excellent verbal communication
Problem solving skills
Strong organizational skills
Ability to learn 1031 exchange rules and procedures
Computer knowledge/experience
Typing skills
Basic math skills
Organization and planning
Flexibility
Versatility/ability to manage multiple priorities
Good verbal and written communication skills
Leadership abilities
Creative problem solving and decision making
Customer service skills
Coping/stress management skills
Detail oriented
Team player oriented

Responsibilities

Prepare and send reverse exchange agreements and opening packages
Oversee and process mail, deadlines, and updates to files using calendar and tickler systems
Review and approve estimated closing statements, manage funds disbursement, and collect applicable fees and interest
Supervise and train Exchange Assistants, monitor performance, and assist in interviews and coaching
Address escalated customer service issues and foster long-term relationships with clients for business growth
Identify opportunities for client acquisition and service expansion, and maintain monthly and annual goals
Lead accounting tasks including managing deposits, initiating wires, balancing ledgers, and auditing exchange files
Prepare and submit Exchange Closing Statements, final reports, and ensure timely disbursement of funds and 1099s
Review and manage daily, revenue, and SMS reports, and ensure proper organization and filing monthly reports
Other duties as assigned