Exchange Assistant (Remote EST)
First American, Saint Augustine, FL, United States
First American Exchange Team Member
Join First American's Exchange team and partner with Exchange Officers to support the successful execution of 1031 tax-deferred exchanges. Engage with a broad network of local and national clients and internal stakeholders to efficiently open, process, and close transactions in a remote-first environment. Essential Functions: 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 Process: Monitor time deadlines and closing dates Handle all accounting for the exchange files Manage exchange process in a timely manner Closing: 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 Customer Service/Business Development: 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 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 Fluency in Spanish is highly preferred, but not required. Full-time, remote (U.S.) role; hours are 8:00 AM
5:00 PM ET. Pay Range: $18.46 - $24.63 Hourly 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. By choice, we don't simply accept individuality
we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also 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.
Join First American's Exchange team and partner with Exchange Officers to support the successful execution of 1031 tax-deferred exchanges. Engage with a broad network of local and national clients and internal stakeholders to efficiently open, process, and close transactions in a remote-first environment. Essential Functions: 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 Process: Monitor time deadlines and closing dates Handle all accounting for the exchange files Manage exchange process in a timely manner Closing: 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 Customer Service/Business Development: 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 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 Fluency in Spanish is highly preferred, but not required. Full-time, remote (U.S.) role; hours are 8:00 AM
5:00 PM ET. Pay Range: $18.46 - $24.63 Hourly 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. By choice, we don't simply accept individuality
we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also 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.