Job Description
Note: The job is a remote job and is open to candidates in USA. First American is a company that prioritizes its people and has a strong culture of inclusivity. The Exchange Assistant will support Exchange Officers in executing 1031 tax-deferred exchanges by handling inquiries, preparing documentation, and managing the exchange process in a remote-first environment.
Responsibilities
- 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
- Follow company’s procedures and comply with Accounting Policy
- Monitor time deadlines and closing dates
- Handle all accounting for the exchange files
- Manage exchange process in a timely 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
- Perform any other duties requested by the exchange officer in order to manage the exchange process
- Trouble shooting and customer management
- Follow up with existing and potential clients for increased business
- Cooperate with exchange officer, manager and sales reps to develop business
Skills
- High School diploma or equivalent
- 1-3 years of administrative experience
- 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
- Experience as an escrow officer or assistant
- Fluency in Spanish
Benefits
- Medical
- Dental
- Vision
- 401k
- PTO/paid sick leave
- Employee stock purchase plan
Company Overview
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