Client Services & Transaction Coordinator

Title Financial Specialty Services (TFSS); Blackfoot (ID); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Basic life insurance and short-termdis

401(k) with discretionary match

Early paycheck access

Telehealth and wellness program

Pet insurance

Volunteer Time Off

11 paid holidays

Job summary

Title Financial Specialty Services (TFSS) is seeking a Client Services & Transaction Coordinator for the Blackfoot, ID location. The role focuses on managing 1031 exchange files from inception through completion, preparing key documents, and ensuring IRS timing compliance.

You will interact with clients and professional partners, maintain accurate files, and provide clerical and light bookkeeping support, while delivering clear written and verbal communication.

Qualifications

• High school diploma or equivalent required.
• At least two years of related experience.
• Must be able to pass background check and MVR.
• Must be 18+ years old.
• Detail-oriented with strong organizational skills.

Responsibilities

• Open and process 1031 exchange files from inception through completion.
• Prepare exchange agreements, assignments, deeds, and other required documents.
• Monitor IRS timing requirements and related documentation.
• Respond to questions from clients, title companies, lenders, attorneys, and accountants.
• Maintain accurate files and provide clerical, administrative, and light bookkeeping support.
• Communicate clearly by phone, in person, and in writing.

Skills

Organization

Attention to detail

Time management

Communication

Customer service

Team collaboration

Analytical thinking

Problem solving

Adaptability

Learn new programs

Education

High school diploma

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Services & Transaction Coordinator

Regular Full-Time Corporate Support BLACKFOOT, ID, US

Title Financial Specialty Services (TFSS) is a subsidiary of Title Financial Corporation (TFC), a family-owned company offering trusted real estate and financial services since 1905. We are known for developing long-term careers and fostering a culture where Everyone Counts, we do the Right Thing, we Take the Smart Risk, Attitude is Everything, and Everyone Has the Opportunity to Make a Difference.

This position is located in Blackfoot, ID.

We are looking for a motivated, resourceful 1031 Exchange Coordinator to manage exchange files from inception through completion. This role prepares accurate documentation, tracks critical IRS time requirements, supports complex transactions, and communicates with clients and professional partners throughout the exchange process.

Why You Will Love Working Here

• Family-owned organization with a long history of employee longevity
• Supportive, collaborative team culture with meaningful career development
• Engaging work that combines service, problem-solving, and attention to detail
• Opportunity to build specialized knowledge in 1031 exchanges

Key Responsibilities

• Gather the information needed to open and process 1031 exchange files from inception through completion
• Prepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentation
• Monitor and fulfill applicable IRS documentation and timing requirements
• Research and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountants
• Maintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping support
• Communicate clearly and professionally by phone, in person, and through written correspondence

What We Are Looking For

You naturally see the bigger picture while staying focused on the details. You are observant, recognize what the team and clients need, and take time to understand the complete picture before acting. You bring positive energy, build trust, and listen carefully to different perspectives. You are adaptable, resourceful, and motivated to find solutions, improve processes, and help the team succeed.

• Excellent organization, attention to detail, and time management
• Strong written and verbal communication, active listening, and customer service skills
• Ability to build collaborative working relationships with clients, partners, and team members
• Analytical thinking, sound judgment, and a practical problem-solving approach
• Ability to prioritize work, adjust to changing needs, and remain effective during complex or occasionally stressful transactions
• A continuous improvement mindset with a willingness to learn, refine processes, and support team performance
• Proficiency with Microsoft Office or related software and the ability to learn new programs

Requirements

• Must be at least 18 years old
• High school diploma or equivalent
• At least two years of related experience
• Valid driver’s license and ability to pass an MVR and background check
• Ability to sit at a desk and work on a computer for extended periods
• Ability to lift up to 15 pounds at times

We offer a competitive and comprehensive benefits package, including:

• Medical, dental, and vision insurance
• Basic life insurance and short-term disability
• 401(k) with competitive discretionary match
• Early paycheck access and a discount on closing fees
• Company-provided telehealth and wellness program
• Pet insurance and other voluntary plans, including accident and hospital coverage
• 24 hours of FTO on your first paycheck, with additional accrual for three weeks of annual FTO
• 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more

Equal Opportunity Employer

Title Financial Specialty Services and Title Financial Corporation are equal opportunity employers. Reasonable accommodation is available. Offers of employment are contingent upon passing a background check and MVR.