Senior Reverse Exchange Officer (Remote)

United States·CaliforniaRemotesenior

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Quick Summary

Key Responsibilities

$35.53 - $47.36 Hourly, Remote This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.

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Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

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.

Responsibilities

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→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.

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, Remote

This 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.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer

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By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.