1031 Exchange Specialist — Client & Compliance Lead

Fidelity Bank; Leominster (MA); Hybrid; USD 58,000 - 76,000; Full time

Job summary

Fidelity Bank in Massachusetts seeks a Residential & Consumer Lending specialist to coordinate 1031 Exchange transactions from start to finish, interacting with clients and consultants, reviewing documents, and ensuring the safe movement of funds. The role requires at least two years of relevant experience, familiarity with real estate transactions, and strong customer service.

Proficiency in Word, Exchange, and Excel, plus the ability to manage multiple priorities in a hybrid, full-time

Qualifications

• Two years relevant experience and/or training.
• Experience as a real estate paralegal, escrow officer or in accounting or law strongly preferred.
• Must provide exceptional customer service.
• Thorough knowledge of Windows-based software: Word, Exchange, Excel.
• Ability to work independently and manage multiple priorities.
• Excellent verbal and written communication skills.
• Familiarity with database management.

Responsibilities

• Prepares, implements, and coordinates editing of template-driven production documents for 1031 Exchange transactions.
• Understands the code and works with the Exchangor to ensure IRC §1031 compliance.
• Reviews files, enters data, binds brochures and reports, and prepares final reports.
• Interacts with potential clients and consultants to answer questions on exchanges.
• Tracks time-sensitive exchange processes and informs clients of deadlines.
• Maintains complete files with related communications and documents.
• Coordinates inflows and outflows of Exchangor funds with Fidelity Bank Operations.
• Assists in final accounting of the exchange.
• Other duties as assigned.

Skills

Customer service

Communication

Time management

Teamwork

Independent work

Data entry

Microsoft Excel

Tools

Word

Microsoft Exchange

Excel

Job description

Fidelity Bank in Massachusetts seeks a Residential & Consumer Lending specialist to coordinate 1031 Exchange transactions from start to finish, interacting with clients and consultants, reviewing documents, and ensuring the safe movement of funds. The role requires at least two years of relevant experience, familiarity with real estate transactions, and strong customer service.

Proficiency in Word, Exchange, and Excel, plus the ability to manage multiple priorities in a hybrid, full-time