Exchange Coordinator

1 day ago


Bend, Oregon, United States 1031 CORP. Full time
About the Role

We are seeking a highly organized and detail-oriented Exchange Coordinator to join our team at 1031 CORP. As a key member of our team, you will provide administrative support for our Exchange Officers to ensure a successful transaction in strict compliance with IRC §1031, Treasury Regulations, Rev. Proc, related tax law and 1031 CORP. Standard Operating Procedures.

Key Responsibilities
  • Develop a working knowledge of IRC §1031, Treasury Regulations, related tax law and 1031 CORP. Standard Operating Procedures.
  • Prepare timely and accurate correspondences to clients and their agents and advisors, including client 45-day instruction letters, reminder letters, thank you letters, document summaries, account summaries and other pertinent exchange documentation.
  • Coordinate with closing agents and Exchange Officers to ensure smooth closing handled in accordance with 1031 CORP. instructions.
  • Respond to questions from clients and their agents and/or advisors, and complete necessary follow-up, including forwarding questions to Exchange Officers when necessary.
  • Prepare audit preparedness for clients, including a significant electronic document trail and detailed summarization of all discussions with clients and their agents and/or advisors.
  • Keep Exchange Officers aware of the status of transactions.
  • Track the status of each transaction to manage workflow and priorities.
  • Minimize company expenses and maximize profitability, as well as client's return on funds.
  • Attend company seminars, sponsored events and/or training opportunities.
  • Assist with tracking of referral sources and sending appropriate thank you notes and/or gifts.
  • Maintain client's electronic folder.
  • Assist with business development efforts through participation in various allied professional associations, networking events, trade shows, presentations and various sales meetings.
  • Provide administrative support for Exchange Officers, including the set-up of client files, client database contact, mailing letters and other tasks requested.
  • Provide assistance to other members of the team, as requested.
Requirements
  • Obsessive attention to detail.
  • Ability to prioritize and work under time deadlines.
  • Knowledge of real estate closing procedures.
  • Demonstrated ability to meet team and corporate objectives.
  • Ability to communicate effectively both orally and in writing, in person and by telephone.
  • Good decision-making skills.
  • Strong analytical and reasoning abilities.
Preferred Qualifications
  • Experience in a related field.
  • Notary Public or paralegal certificate.
  • Ability to obtain Certified Exchange Specialist designation offered through the Federation of Exchange Accommodators, Inc. (FEA) after three full years of full-time employment.
Working Conditions

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.



  • Bend, United States 1031 CORP. Full time

    BUILD YOUR CAREER WITH US!JOIN 1031 CORP.!- A LEADER IN THE 1031 EXCHANGE INDUSTRYAre 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...


  • South Bend, Indiana, United States Beacon Health System Full time

    Job SummaryWe are seeking a highly skilled and compassionate Patient Care Coordinator to join our team at Beacon Health System. As a key member of our patient care team, you will play a vital role in ensuring the delivery of exceptional patient care and services.Key ResponsibilitiesPatient Care Services: Assist with patient admission, discharge, and transfer...


  • South Bend, Indiana, United States HR Collaboration Group LLC Full time

    Job OverviewPosition Title: Project ManagerLocation: South Bend, INAre you dedicated to delivering exceptional quality in your work and services? Do you possess the ability to lead and inspire teams towards achieving shared objectives? Are you skilled in managing multiple projects and guiding teams to fulfill collective goals?If so, this opportunity may be...


  • South Bend, Indiana, United States HR Collaboration Group LLC Full time

    Job OverviewPosition: Project ManagerLocation: South Bend, INAre you dedicated to delivering exceptional quality services to your community? Do you possess the ability to lead and inspire teams to achieve their objectives? Are you skilled in managing multiple projects and teams to fulfill shared goals?If so, we have an opportunity for you.What We Provide:A...


  • South Bend, Indiana, United States HR Collaboration Group LLC Full time

    Job OverviewPosition: Project ManagerLocation: South Bend, INAre you dedicated to delivering exceptional quality services to your community? Do you possess the ability to lead and inspire teams to achieve objectives and complete projects? Is your expertise rooted in managing various projects and teams to fulfill shared goals?We have an opportunity for...


  • South Bend, Washington, United States Generis Tek Inc Full time

    Job SummaryWe are seeking a highly skilled Medical Laboratory Scientist or Medical Lab Technician to join our team at Generis Tek Inc. in a permanent full-time capacity.Key Responsibilities:Pre-Analytical Functions: Plan, perform, evaluate, and report CLIA '88 waived, moderately complex, and highly complex testing, including pre-analytical, analytical, and...


  • South Bend, Indiana, United States Beacon Health System Full time

    Job SummaryWe are seeking a highly skilled and compassionate Patient Care Coordinator to join our team at Beacon Health System. As a key member of our patient care team, you will play a vital role in ensuring the delivery of exceptional patient care and services.Key ResponsibilitiesPatient Care Services: Assist with patient admission, discharge, and transfer...


  • South Bend, Indiana, United States Sbezone Full time

    Position Title: Secondary Education AdministratorSalary Range: As per scheduleImmediate Supervisor: Director of Student LearningApplication Deadline: The preferred application deadline to apply for this position is April 15, 2022. After this date, we do not guarantee review of submissions.Core Responsibilities: The primary duty of the administrator is to...


  • South Bend, United States V R Della Infotech Inc Full time

    Job DescriptionJob DescriptionMedical Lab Scientist or Medical Lab Technician This is a union position, not salaried, but hourly. Medical Laboratory Scientist -wage is based on experience- Wage range BR- BR. (Annualized Salary listed below)Medical Lab Technician -wage based on experience- Wage range BR-BR (Annualized Salary not listed) Has professional...


  • South Bend, United States InfiCare Technologies Full time

    Job DescriptionJob DescriptionJob Title: Medical Laboratory Scientist or Medical Lab Technician Location: South Bend, WA 98586Duration: Permanent Full TimeShift: 8:30 pm-0630am 10 hour shifts 4 days a week. Monday- Thursday with possible daily or weekend call.Job description/ Additional Information: Has professional responsibilities for planning, performing,...

  • APN - Pain Medicine

    1 month ago


    Bend, United States Summit Health Medical Group Full time

    Provider Job Opportunity at Bend Memorial Clinic, PC Pain Medicine NP Bend, Oregon Summit Health is seeking a Pain Medicine APN who would like the opportunity to join a thriving practice within a financially secure, physician-driven, multispecialty setting. As an expansion of Summit Health's Pain Medicine Department, we are seeking a NP to join our growing...

  • Neurosurgeon

    1 month ago


    Bend, United States Summit Health Medical Group Full time

    Provider Job Opportunity at Bend Memorial Clinic, PC Summit Health is seeking a Neurosurgeon who would like the opportunity to expand a thriving practice within a financially secure, physician-driven, multispecialty setting. As an expansion of Summit Health's Neurosurgery team, we are seeking a BC/BE Neurosurgeon with an emphasis on spine and peripherals....

  • Echo Cardio Tech

    4 months ago


    Bend, United States Summit Health Full time

    Description Essential Job functions: Performs high quality, technically diagnostic cardiovascular exams in an out-patient setting. Exams include but are not limited to transthoracic echocardiograms and stress echocardiograms, including pharmacological stress echocardiogram testing. Experience with electronic EMR and insures proper patient...


  • Great Bend, Kansas, United States Redbarn Pet Products LLC Full time

    Job OverviewCompany Background:Redbarn Pet Products is a distinguished producer of high-quality pet food, treats, and chews. With over two decades of experience, we remain a family-owned establishment, led by our co-founders, Jeff and Howie, who are dedicated to maintaining our familial values. What started in 1996 as a small venture between two lifelong...


  • South Bend, United States South Bend Community School Full time

    Transportation Call Center RepresentativePosition Title:Transportation Call Center Representative Salary Range:$11.44-$13.19 Contract Length:10-month contract Immediate Supervisor:Operations Supervisor Basic Function: The Call Center Representative is responsible for the daily incoming and outgoing communications from families and schools to the SBCSC...

  • Physician Assistant

    1 month ago


    Bend, United States Summit Health Medical Group Full time

    Provider Job Opportunity at Bend Memorial Clinic, PC Summit Health is seeking an experienced Dermatology Physician Assistant who would like the opportunity to join a thriving practice within a financially secure, physician-driven, multispecialty setting. As an expansion of Summit Health's Dermatology Team, we are seeking a Physician Assistant to care for...

  • GIS Asset Analyst

    4 days ago


    Bend, United States Bend Metro and Park Recreation District Full time

    Job Type Full-time Description Benefit type: Benefited Benefits available: For a full description of our benefits, please click here About the job: The GIS Asset Analyst position is responsible for performing a variety of professional, technical, analytical and administrative functions in the support of the district and park services departmental...


  • South Bend, United States Hanger Full time

    Why Us? Headquartered in South Bend, Indiana, Surestep fabricates, markets, and sells a comprehensive line of custom orthotic devices that benefit children with mobility challenges. The company’s mission “to enrich and transform lives through compassionate service and innovation” is what drives the passion to continue to develop high-quality,...

  • Rheumatologist

    4 weeks ago


    South Bend, Indiana, United States Summit Health Medical Group Full time

    Provider Job Opportunity at Bend Memorial Clinic, PCSummit Health is actively recruiting for a board certified/board eligible Rheumatologist as an expansion of our thriving Rheumatology Department. You will be joining a team of well-respected rheumatologists within Summit Health, providing outpatient clinic services and providing infusion services in a...

  • Neurologist

    1 month ago


    South Bend, Indiana, United States Summit Health Medical Group Full time

    Provider Job Opportunity at Bend Memorial Clinic, PCSummit Health is seeking a Neurologist who would like the opportunity to expand a thriving practice within a financially secure, physician-driven, multispecialty setting. As an expansion of Summit Health's Neurology team, we are seeking a BC/BE Neurologist. Summit Health is a physician led and...