1031 Exchange Operations Manager

First American; Saint Augustine (FL); Remote; USD 77,000 - 103,000; Full time

Job summary

First American's National Commercial Services unit seeks an Exchange Manager to oversee profitability for a regional branch and to coach and develop a team of exchange professionals responsible for 1031 transactions across local and national scopes.

You will build and maintain relationships with brokers, tax advisors, title offices, escrow and settlement agents, and clients, ensure compliance with exchange rules, and align branch goals with senior management while driving growth.

Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 5-7 years of directly related 1031 exchange experience
• 1-3 years demonstrated experience in a supervisory or management role
• Demonstrated success establishing, leading and maintaining effective working relationships

Responsibilities

• Oversees branch operation's profitability and communicating and implementing the company's goals and objectives. Monitors and reports on profitability for assigned geographic area(s). Interprets financial data and makes adjustments in order to effectively manage expenses and achieve profitability.
• Manages a team or teams. Responsible for coaching, mentoring, hiring, and training of all branch exchange personnel. Delegates assignments, provides development opportunities. Manages workflow and resolves escalated issues.
• Aligns branch goals with business unit goals. Provides input to Senior Management.
• Develops new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors.
• Maintains existing client base and manages ongoing client and business relationships.
• Works with internal and external customers to manage all aspects of 1031 exchange transactions.
• Answers questions and provides guidance regarding services, policies or specific transactions.

Skills

1031 exchange rules

Computer skills

Strategic communication

Talent development

Customer loyalty

Presentations & negotiation

Cross-functional collaboration

Public speaking

Education

Bachelor's degree or equivalent

5-7 years 1031 exchange experience

1-3 years supervisory experience

Relationship building

Job description

First American's National Commercial Services unit seeks an Exchange Manager to oversee profitability for a regional branch and to coach and develop a team of exchange professionals responsible for 1031 transactions across local and national scopes.

You will build and maintain relationships with brokers, tax advisors, title offices, escrow and settlement agents, and clients, ensure compliance with exchange rules, and align branch goals with senior management while driving growth.