Exchange Officer – Business Development Focus (Remote) at First American

Santa Ana, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Financial ServicesIndustries

Requirements

Previous experience in a sales support or customer service role
Proficiency with Salesforce or similar CRM systems
Strong communication and interpersonal skills
Excellent organizational and multitasking abilities
Ability to analyze data and generate insights
Team player with a proactive attitude
Experience with and knowledge of IRC Section 1031 rules and regulations is a plus

Responsibilities

Respond to and manage incoming calls, addressing general substantive inquiries from clients and potential customers, qualify transactions for 1031 exchange suitability, conduct initial file intake, and advise clients regarding transaction process and regulatory requirements
Manage inquiries received through website, providing telephone consultation, email follow-up, and data entry through Salesforce
Initiate contact with potential clients from real estate sale lists and other data sources (cold calling)
Provide coverage for sales representatives when they are out of the office, ensuring continuity of service and support
Gather detailed information for new transactions and review with clients and their advisors to ensure accuracy and completeness (transaction intake)
Accurately enter new contacts and manage new deals in Salesforce, ensuring all relevant data is accurate and up to date
Develop and maintain strong relationships with clients, fostering trust and loyalty (build and retain client relationships)
Act as liaison between Sales Team and Operations Team, coordinate transactions, ensuring all parties are well-informed and aligned
Analyze data to identify new leads and potential sources of business, contributing to the growth of our client base
Provide support for various sales projects, collaborating with the team to achieve project goals and deadlines
Assist operations teams as needed during busy times or for PTO coverage purposes (“floating” operations assistance)

Skills

Key technologies and capabilities for this role

Business DevelopmentSales OperationsClient Relationship ManagementTelephone SalesLead Qualification1031 ExchangeTransaction ProcessingCustomer InquiriesRegulatory ComplianceEmail Follow-up

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position as indicated by the job title.

What is the salary range for this role?

This information is not specified in the job description.

What key skills are required for the Exchange Officer role?

Key skills include managing incoming calls and inquiries, cold calling potential clients, Salesforce data entry, building client relationships, and analyzing data for new leads.

What is the company culture like at First American?

First American fosters an inclusive, people-first culture that supports innovation and employee potential, earning accolades like the Fortune 100 Best Companies to Work For for ten years and recognition for diversity.

What makes a strong candidate for this Exchange Officer position?

A strong candidate is dynamic, detail-oriented, with sales focus and experience in 1031 exchanges, client relationship management, Salesforce, and data analysis for business development.

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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