First American

Senior Reverse Exchange Officer (Remote)

First American • $73K — $98K *
US-AnywhereRemote in California, US
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School diploma or equivalent required
  • Minimum 4+ years of relevant experience
  • Preferred knowledge in accounting, bookkeeping, customer service, or sales
  • Strong organizational, detail orientation, and communication skills
  • Ability to learn 1031 exchange rules and procedures

Responsibilities

  • Handle and oversee reverse exchange transactions
  • Prepare and distribute reverse exchange agreements and opening packages
  • Manage deadlines and file updates through calendar systems
  • Review closing statements and manage fund disbursement
  • Supervise Exchange Assistants and contribute to their training and coaching
  • Address escalated customer service matters and build client relationships
  • Identify client acquisition opportunities and track performance against goals

Benefits

  • Remote work opportunity
  • Unique focus on tax-deferral real estate exchanges
  • Opportunity for professional growth through client relationship management
  • Chance to supervise and mentor Exchange Assistants
  • Flexibility in managing various responsibilities
  • Engagement in high-stakes financial transactions that influence client outcomes
Full Job Description

What We Do
The Sr. Reverse Exchange Officer is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. They will work closely with clients, advisors and internal teams, including escrow officers and closers, to discuss transaction details, prepare exchange documentation, and guide the exchange process.

What You'll Do

  • This role will be handling reverse exchange transactions
  • Prepare and send reverse 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.

What You'll Bring

  • High School diploma or equivalent
  • 4+ years related experience
  • Accounting, bookkeeping, customer service or sales experience is preferred
  • 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

Pay Range: $35.53 - $47.36 Hourly, RemoteThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

About First American

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies' core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services.

First American Careers

Join the vibrant team at First American, a leading company renowned for its commitment to innovation, leadership, and professional excellence. As one of the most respected names in the industry, First American offers unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At First American, your work transcends ordinary job responsibilities. You will be part of a dynamic team that drives industry standards through innovation and leadership. Engage in projects that transform our services and, by extension, the industry itself, making an impact that matters.

Explore a World of Opportunities

Whether you're looking for an entry-level position or a more senior role, First American presents a spectrum of career paths across various departments. Our job opportunities are designed to foster professional growth and personal achievement.

Internship Programs

Kickstart your career with First American’s internship programs. These opportunities are perfect for gaining real-world experience, enhancing your skills, and networking with industry leaders. Our internships provide a robust foundation for future employment and are a stepping stone to full-time positions within the company.

Culture and Benefits

First American is committed to creating a workplace where every team member feels valued. We celebrate diversity and are dedicated to creating an inclusive environment. Our benefits package is comprehensive, supporting both your professional and personal life, including health, wellness, and continuous learning opportunities.

Professional Development and Training

We believe in nurturing our team’s skills through targeted training programs, including leadership development and diversity training. These initiatives ensure that you are equipped to meet the challenges of today and tomorrow, fostering an environment of continuous improvement and personal growth.

Join Our Team

Embark on your First American journey today by exploring the various positions available. We are actively hiring and looking for talented individuals who are passionate, curious, and driven to excel. Check out our open positions, tailor your resume, and prepare for an interview where you can showcase your unique abilities.

Stay Connected

Keep up to date with the latest in career tips, industry news, and job openings at First American. Subscribe to our job alert emails and never miss an opportunity to advance your career with us.

Networking and Growth

At First American, career growth is complemented by opportunities to connect and collaborate with professionals across the company. Engage in networking events that can open doors to numerous career paths and professional relationships.

Why First American?

Choosing First American means opting for a career where your skills are appreciated and your contributions are valued. Here, every employee is empowered to reach their full potential, supported by our culture of growth, leadership, and innovation. Join First American today and be part of a team that is reshaping the future through exceptional service, dedication, and a commitment to excellence. Explore the positions we have available and take the first step towards a rewarding career at First American.
Learn more about First American
Size
22,233 employees
Market Cap
$5.4 billion
Industry
Net Income
$696.4 million
Founded
1889
5 Year Trend
+10.6%
Revenue
$7 billion
NASDAQ

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