[Remote] Exchange Officer (Remote)

Note: The job is a remote job and is open to candidates in USA. First 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. 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 Skills • 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 Overview • First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. It was founded in 1889, and is headquartered in Santa Ana, California, USA, with a workforce of 10001+ employees. Its website is Apply tot his job