First American · 4 months ago
Exchange Officer (Remote)
United States
Full-time
Remote
Entry, Mid Level
$30.14/hr - $40.18/hr
3+ years expFirst American is a leading company in the national commercial real estate sector, known for its inclusive and people-first culture. The Exchange Officer will facilitate 1031 exchanges for clients, work with various stakeholders to prepare documentation, and ensure compliance with relevant rules. This role also involves customer service and business development tasks to enhance client relationships.
Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment
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
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
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$450M2024-09-23Post Ipo Debt· $450M
2010-06-01IPO
Leadership Team
Kenneth D. DeGiorgio
Chief Executive Officer
Jody Mulkey
Chief Technology Officer
Recent News
2026-02-02
2026-01-22
Company data provided by crunchbase