Job Details

Exchange Assistant

  2021-03-16     First American      1778 Orleans St, Mandeville  

Assist Exchange Officers and work with local and national internal and external customers to open, process, and close 1031 tax-deferred exchanges.

Essential Functions:

  • Process – handle or assist the exchange officers in the following:
  • Monitor time deadlines and closing dates
  • Promptly handle all accounting for the exchange files
  • Manage exchange process in a detailed and timely manner
  • Process incoming daily mail
  • Follow company’s procedures and comply with Accounting Policy
  • Collect fee income and final signed documentation
  • Handle acceptance and disbursement of funds in accordance with 1031 rules
  • Closing – handle or assist the exchange officers in the following:
  • 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
  • Review closing statements for approval
  • Perform any other duties requested by the exchange officer in order to manage the exchange process
  • Trouble shooting and customer management

​Knowledge and Skills/Technology Used:

  • Working knowledge of fundamental concepts, practices and procedures of department/field
  • Good verbal and written communication skills
  • Establishes effective working relationships at the work group level

Typical Education:

  • High School diploma or equivalent

Typical Range of Experience:

  • 1-3 years of administrative experience
  • Experience as an escrow officer or assistant is preferred but not required

Do not contact this company in solicitation of any product or service.

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