Sr. Exchange Officer

First American • Usa, WI

5d • $36 - $47 • Remote

About The Position

The 1031 Exchange Transactions job is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. Exchange Officer 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. This role also includes supervising, training, and developing Exchange Assistants.

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

• Manage high-priority inquires and review complex purchase agreements and escrow instructions
• Prepare and send 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.

Benefits

• Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees