Senior Reverse Exchange Officer

🔥 17 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $35 - $47 / hour

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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First American

WebsiteLinkedInAll Job Openings

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

• Manage tax-deferral real estate exchanges on behalf of clients from initiation through closing • Handle reverse exchange transactions • Prepare and send reverse exchange agreements and opening packages • Oversee and process mail, deadlines, and file updates 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 client relationships • 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 and final reports • Ensure timely disbursement of funds and 1099s • Review and manage daily, revenue, and SMS reports • Organize and file monthly reports • Collaborate with clients, advisors, escrow officers, closers, and internal teams • Perform other duties as assigned

🎯 Requirements

• 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

🏖️ Benefits

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