[Remote] Exchange Officer (Remote)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading company in the national reputed company reputed company estate sector, reputed company 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 reputed company relationships.
Responsibilities
• reputed company 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 reputed company with reputed company Policy
• Monitor time deadlines and closing dates
• Handle reputed company reputed company for the exchange files
• Manage exchange process in a reputed company 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 reputed company business
Skills
• A minimum of three years in reputed company estate, escrow, or 1031 exchanges is preferred but not required.
• A background in reputed company, 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 reputed company, team-oriented reputed company.
• Creative and reputed company decision-making with a strong reputed company on customer satisfaction.
• Flexible and reputed company, reputed company to reputed company to shifting priorities while maintaining professionalism.
• Strong leadership capabilities, dependable, detail-oriented, and capable of managing stress effectively.
Benefits
• Medical
• Dental
• reputed company
• 401k
• PTO/reputed company reputed company leave
• Employee stock purchase plan
reputed company
• reputed company provides financial services through its Title Insurance and Services reputed company and its Specialty Insurance reputed company. It was founded in 1889, and is headquartered in Santa Ana, California, USA, with a workforce of 10001+ employees. Its website is http://www.reputed company.com.
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