What You'll Do:
Open Exchanges – handle or assist the exchange officers in the following:
Develop proficiency in 1031 rules and ability to answer customer questions
Handle inquiry calls
Review purchase agreements and title reports
Prepare exchange documentation for relinquished and replacement property closings
Follow company’s procedures and comply with Accounting Policy
Process – handle or assist the exchange officers in the following:
Monitor time deadlines and closing dates
Handle all accounting for the exchange files
Manage exchange process in a timely manner
Closing – handle or assist the exchange officers in the following:
Review estimated closing statements for approval
Handle acceptance and disbursement of funds in accordance with 1031 rules
Collect fee income and final signed documentation
Perform any other duties requested by the exchange officer in order to manage the exchange process
Customer Service/Business Development
Trouble shooting and customer management
Follow up with existing and potential clients for increased business
Cooperate with exchange officer, manager and sales reps to develop business
What You'll Bring:
High School diploma or equivalent
1-3 years of administrative experience
Experience in real estate or law (as an escrow officer or assistant is preferred but not required)
Working knowledge of (and/or the willingness to learn) fundamental concepts, practices and procedures of department/field
Good verbal and written communication skills
Detail oriented approach to tasks
Establishes effective working relationships with team members
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

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