[Hiring] Senior Reverse Exchange Officer @First American

Role Description

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.

What You'll Do

• Handle 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

Qualifications

• 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

Requirements

• 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.

Benefits

• Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave
• Employee stock purchase plan