Sr. Exchange Officer

Who We Are

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 ten 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.

What We Do

The 1031 Exchange Transactions job is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. Exchange Officer 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. This role also includes supervising, training, and developing Exchange Assistants.

HOW YOU'LL CONTRIBUTE

• Manage high-priority inquires and review complex purchase agreements and escrow instructions
• Prepare and send 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.

WHAT YOU'LL BRING

Required Education, Experience, Certification/Licensure

• High School diploma or equivalent
• 4+ years related experience
• Accounting, bookkeeping, customer service or sales experience is preferred

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

• 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, RemoteThis 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.

What We Offer

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.