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Senior Reverse Exchange Officer
First American. Manage tax-deferral real estate exchanges on behalf of clients from initiation through closing .
About the role
Key responsibilities & impact- Manage tax-deferral real estate exchanges on behalf of clients from initiation through closing
- Handle reverse exchange transactions
- Prepare and send reverse exchange agreements and opening packages
- Oversee and process mail, deadlines, and file updates 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 client relationships
- 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 and final reports
- Ensure timely disbursement of funds and 1099s
- Review and manage daily, revenue, and SMS reports
- Organize and file monthly reports
- Collaborate with clients, advisors, escrow officers, closers, and internal teams
- Perform other duties as assigned
Requirements
What you’ll need- 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
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
- Inclusive workplace culture
- Equal opportunity employment