Exchange Officer - Remote KS

Kansas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Financial ServicesIndustries

Requirements

High school diploma or equivalent is required, along with 1-2 years of related experience. Preferred experience includes accounting, bookkeeping, customer service, or sales. Strong customer service orientation, attention to detail, excellent verbal communication, problem-solving skills, and organizational skills are essential. Computer knowledge, typing skills, basic math skills, and the ability to learn 1031 exchange rules and procedures are also necessary.

Responsibilities

Manage tax-deferral real estate exchanges from initiation to closing, working with clients and internal teams to prepare documentation and guide the process. Handle client inquiries, review purchase agreements and title reports, and prepare exchange documentation for property closings. Supervise, train, and develop Exchange Assistants. Process mail, update files, and monitor timelines using calendar and tickler systems. Prepare and finalize assignments, amendments, and indemnities. Review closing statements for accuracy and manage fund disbursements, including fees and interest income. Conduct outreach to clients to foster business growth and maintain relationships. Manage daily deposits, balance accounting ledgers, and submit reports.

Skills

1031 exchange rules

Client inquiries

Exchange agreements

Purchase agreements

Escrow instructions

Title report review

Exchange documentation

Relinquished property closings

Replacement property closings

Accounting Policy compliance

File management

Timeline monitoring

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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