Jr Exchange Officer - Remote @ First American | Jobright.ai
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Jr Exchange Officer - Remote jobs in USA, North Dakota, Remote
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First American · 1 day ago

Jr Exchange Officer - Remote

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Financial ServicesInsurance
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Actively Hiring

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Responsibilities

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
Monitor time deadlines and closing dates
Handle all accounting for the exchange files
Manage exchange process in a timely manner
Review estimated closing statements for approval
Handle acceptance and disbursement of funds in accordance with 1031 rules
Collect fee income and final signed documentation
Trouble shooting and customer management
Follow up with existing and potential clients for increased business
Cooperate with manager and sales reps to develop business

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

1031 exchange rulesReal estate experienceEscrow experienceAccounting knowledgeSales experienceComputer skillsBasic mathLeadership capabilities

Required

A minimum of three years in real estate, escrow, or 1031 exchanges is preferred but not required.
A background in accounting, bookkeeping, customer service, or sales is highly desirable.
Strong computer skills, accurate typing, and a solid understanding of basic math.
Demonstrated ability to plan, prioritize, and manage multiple tasks with attention to detail in a fast-paced environment.
Excellent verbal and written communication skills with a collaborative, team-oriented mindset.
Creative and resourceful decision-making with a strong focus on customer satisfaction.
Flexible and versatile, able to adjust to shifting priorities while maintaining professionalism.
Strong leadership capabilities, dependable, detail-oriented, and capable of managing stress effectively.

Benefits

Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan

Company

First American

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First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.

Funding

Current Stage
Public Company
Total Funding
$450M
2024-09-23Post Ipo Debt· $450M
2010-06-01IPO

Leadership Team

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Kenneth D. DeGiorgio
Chief Executive Officer
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Jody Mulkey
Chief Technology Officer
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Company data provided by crunchbase
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