First American · 19 hours ago
Sr. Exchange Officer
United States
Full-time
Remote
Mid, Senior Level
$35.53/hr - $47.36/hr
4+ years expFirst American is a company that has been providing commercial real estate transaction services since 1889, known for its inclusive and people-first culture. The Sr. Exchange Officer is responsible for managing tax-deferral real estate exchanges, overseeing the entire process from initiation to closing, and supervising Exchange Assistants to ensure a seamless transaction experience for clients.
Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment
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
Qualification
Required
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
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
2026-01-22
Company data provided by crunchbase