1031 Exchange Manager

🔥 0 minutes ago

🐊 Florida – Remote

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💵 $77.3k - $103k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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👻 Ghost score 0%

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Logo of First American

First American

10,000+ employees

Founded 1889

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

First American is a historical company that has been operating since 1889, evolving into a $9 billion organization with over 20,000 employees and more than 700 offices worldwide. The company provides a range of products and services that assist homebuyers, sellers, businesses, and investors in the real estate market. With a strong focus on employee engagement and culture, First American emphasizes innovation, technology, and community involvement, driving transformation within the real estate industry.

📋 Description

• Direct daily operations of teams including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax-deferred exchange transactions • Oversee branch operations, profitability, goals, and objectives • Monitor and report profitability for assigned geographic areas • Interpret financial data, adjust expenses, and achieve profitability • Manage, coach, mentor, hire, and train branch exchange personnel • Delegate assignments and provide development opportunities • Manage workflow and resolve escalated issues • Align branch goals with business unit goals and provide input to Senior Management • Develop new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors • Maintain existing client base and ongoing client and business relationships • Manage all aspects of 1031 exchange transactions with internal and external customers • Answer questions and provide guidance regarding services, policies, and specific transactions • Ensure compliance with operating practices, staff training, reports, audits, and operational efficiency

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • 5-7 years of directly related 1031 exchange experience • 1-3 years of demonstrated experience in a supervisory or management role • Demonstrated success establishing, leading and maintaining effective working relationships • Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges • Proficient in computer skills • Ability to communicate company direction and set aligned goals • Knowledge of competitor, financial and industry dynamics • Ability to recruit, retain and develop talent and hold employees accountable for results • Ability to lead change, manage conflict and foster collaboration • Ability to drive customer loyalty, manage customer expectations, solicit customer feedback and ensure commitments are met • Ability to provide reliable information and deliver informative and persuasive presentations • Good listening and negotiation skills • Ability to collaboratively create, identify, and implement business solutions • Comfortable speaking in front of groups of varying sizes

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • 401k • PTO/paid sick leave • Employee stock purchase plan • Inclusive, people-first workplace culture • Equal opportunity workplace

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