Exchange Coordinator
5 days ago
BUILD YOUR CAREER WITH US
JOIN 1031 CORP.- A LEADER IN THE 1031 EXCHANGE INDUSTRY
Are you a dynamic professional looking to advance your career with a leader in the 1031 Exchange industry? Look no further 1031 CORP. wants to partner with you. With offices in Collegeville, Pennsylvania and Bend, Oregon, we offer a range of work opportunities, including in-person, remote, and hybrid options. We are currently hiring a hybrid Exchange Coordinator for our Bend, OR location. Apply today and become part of our inclusive and team-focused environment as we prioritize providing an exceptional client experience.
ENJOY A WEALTH OF EMPLOYEE BENEFITS
At 1031 CORP., we value our employees and believe that their well-being is our top priority. That's why we offer an extensive range of benefits to enhance your life inside and outside of work. 1031 CORP. team members can anticipate competitive medical, dental and vision insurance, employer-paid life insurance, long and short term disability, company matching 401k plan, company paid training, generous holiday and PTO plans and a variety of other benefits to support your professional and personal needs.
ROLE DESCRIPTION
Job Title: Exchange Coordinator
FLSA Status: Non-Exempt
Reports to: Branch Manager
This is a full-time hybrid role located in Bend, OR. This role requires at least three days in the office per week. The Exchange Coordinator provides administrative support for Exchange Officers to ensure a successful transaction in strict compliance with IRC §1031, Treasury Regulations, Rev. Proc. 2000-37, related tax law and 1031 CORP. Standard Operating Procedures while maintaining superior customer service and efficiency. Will also provide support to our team members, as directed.
DUTIES AND RESPONSIBILITIES
1. Develop working knowledge of IRC §1031, Treasury Regulations, related tax law and 1031 CORP. Standard Operating Procedures.
2. Responsible for timely and accurate preparation of correspondences to clients and their agents and advisors, including but not limited to client 45-day instruction letter, reminder letters, thank you letters, document summaries, account summaries and other pertinent exchange documentation.
3. Coordination with closing agents and Exchange Officers to ensure smooth closing handled in accordance with 1031 CORP. instructions. Includes initial introduction to closing agent, forwarding instruction letter from Exchange Officer, securing draft of closing statement for review and signature by Exchange Officer, ensuring receipt of necessary closing documents, processing exchange fees, thank you letters to closing agents and necessary follow-up. Also responsible for preparing internal disbursement authorization and related documents to be approved by Exchange Officer.
4. Ability to timely and accurately respond to questions from clients and his/her agents and/or advisors and complete necessary follow-up, including forwarding question to Exchange Officer, when necessary, and recording discussion in client contact history.
5. Responsible for creating audit preparedness for client including a significant electronic document trail and detailed summarization of all discussions with clients and their agents and/or advisors.
6. Keep Exchange Officers aware of status of transactions.
7. Adequately track status of each transaction in order to manage workflow and priorities.
8. Conscientious about minimizing company expenses and maximizing profitability as well as client’s return on funds.
9. Attendance at company seminars, sponsored events and/or training opportunities. Some may be held during evening or weekend hours and/or involve out-of-town or overnight travel.
10. Assist with tracking of referral sources and sending appropriate thank you notes and/or gifts.
11. Maintain client’s electronic folder.
12. Assist with business development efforts through participation in various allied professional associations, networking events, trade shows, presentations and various sales meetings.
13. Provide administrative support for Exchange Officers including the set-up of client files, client database contact, mailing letters and other tasks requested.
14. Provide assistance to other members of team, as requested.
15. Develop specific, measurable, attainable, relevant and timely goals for advancing personal development and 1031 CORP. mission. Goals to be reviewed with manager quarterly and, if deemed appropriate, more frequently.
KNOWLEDGE, SKILLS AND ABILITIES
1. Obsessive attention to detail.
2. Ability to prioritize and work under time deadlines.
3. Knowledge of real estate closing procedures.
4. Demonstrated ability to meet team and corporate objectives.
5. Ability to communicate effectively both orally and in writing, in person and by telephone.
6. Good decision-making skills.
7. Strong analytical and reasoning abilities.
EDUCATION, EXPERIENCE AND LICENSING
Experience in a related field is helpful but not necessary.
CERTIFICATES, LICENSES, REGISTRATIONS
Notary Public or paralegal certificate helpful. After three full years of full-time employment, will be required to obtain Certified Exchange Specialist® designation offered through the Federation of Exchange Accommodators, Inc. (FEA). Must apply to sit for one of first two exam administrations after third anniversary. The Company will pay for two exam administrations. COMPUTER SKILLS Familiarity with Microsoft Windows, Microsoft Word, Microsoft Excel, Microsoft Outlook for Email, Microsoft Office 365, contact record management programs, Microsoft PowerPoint and the ability to find way around Internet. Knowledge of Sage ACT and Microsoft Dynamics beneficial. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Ability to drive to out-of-office consultations, closings, company meetings, seminars and/or training. Occasional out of town and/or overnight travel required as well as evening or weekend hours. Occasionally required to lift up to 25 pounds.
COMPANY DESCRIPTION
1031 CORP. is a nationwide qualified intermediary for 1031 tax-deferred exchanges. Serving customers since 1991, we are committed to providing an excellent exchange experience and enhanced security of funds to our customers and their advisors. Our team of knowledgeable exchange professionals includes several Certified Exchange Specialists with expertise to facilitate even the most complex transactions. We prioritize simplicity and ease for our customers.
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