First American Financial Group, Inc. · 5 hours ago
Sr. Exchange Officer
Santa Rosa, CA
Full-time
Onsite
Mid, Senior Level
4+ years expFirst American Financial Corporation is a company that values its people and has a strong inclusive culture. The Sr. Exchange Officer is responsible for managing tax-deferral real estate exchanges, overseeing the process from initiation through closing, and leading a team of Exchange Assistants while ensuring high-quality client service and compliance with regulations.
Customer ServiceFinancial ServicesLending
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
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
Preferred
Accounting, bookkeeping, customer service or sales experience is preferred
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
Purchasing a new home or refinancing? We have a solution.
2-10 employees
Funding
Current Stage
Early StageRecent News
Orange County Business Journal
2025-04-18
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