Our 1031 Exchange team is seeking an Associate! This position requires high attention to detail, compliance with regulations, and outstanding customer service.
Essential Responsibilities include but are not limited to:
- Prepare and process exchange documents for both relinquished and replacement properties
- Reconcile the exchange deposits and incoming fees daily
- Reconcile exchange deposits to final settlement statements
- Check and open all incoming mail and courier deliveries
- Answer phone and check voice mail messages throughout the day
- Respond with appropriate action for each message
- Check emails throughout the day
- Respond with appropriate action for each message
- Calendar important dates and reminders for all exchanges
- Monitor the Exchange Dept Outlook Calendar daily - take appropriate action for any reminders or appointments that occur
- Maintain Exchange Dept Whiteboard system in Excel
- Communicate with client and escrow officer regarding any active exchanges that need attention including obtaining documents to process exchange documents and obtaining signatures on exchange documents
- Scan all exchange documents for electronic storage on each exchange
- Prepare and calendar the 45 ID Packets for delivery to clients
- Prepare refund packets (if needed), including Franchise Tax Board Form 593
- Prepare the relinquished and replacement property closing packets for mailing to client
Keyword: 1031 Exchange Associate
Required Experience:
Minimum Requirements:
- Basic knowledge of Microsoft Office with emphasis on Excel and Outlook required.
- Project a businesslike professionalism to the client in both appearance and manner.
- Possess a strong customer service orientation, and a willingness to place the customer first.
- Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
- Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
- Ability to work with minimal supervision while performing duties.
- Bilingual in English and Spanish is a PLUS!
Desired Qualifications:
- 2 -3 years of office or customer service experience
- Experience in industries familiar with real estate or tax transactions, such as 1031 Exchange, Escrow, Title, Paralegal, Law Office or Accounting firms
Target Compensation: $26.38 - $31.66 hourly, depending on experience.
Benefits:
Benefits:
- Competitive Medical Insurance (PPO&HMO)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-term and Long-term Disability
- 401k Retirement Plan
- Vacation Hours
- Sick Time
- 11 Paid Holidays Per Year!
From: Mission Bank