Senior Reverse Exchange Officer (Remote)

First American; California (MO); Remote; USD 48,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

PTO & sick leave

Employee stock purchase plan

Job summary

First American's National Commercial Services is seeking a Sr. Reverse Exchange Officer to manage tax-deferment real estate exchanges for clients, guiding the process from initiation to closing.

You will collaborate with clients, advisors and internal teams, oversee documents, oversee funds disbursement, supervise assistants, and help grow the business. A high school diploma and 4+ years experience are required; strong accounting and customer service skills, meticulous with deadlines, and

Qualifications

• High School diploma or equivalent.
• 4+ years related experience.
• Accounting, bookkeeping, customer service or sales experience preferred.
• Strong customer service orientation.
• Detail orientation.

Responsibilities

• 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.

Skills

Communication

Attention to detail

Organizational skills

Problem solving

Leadership abilities

Typing skills

Basic math

Computer knowledge

Customer service

Time management

Education

High School diploma

Tools

Excel

Accounting software

CRM software

Calendar systems

Job description

Who We Are

Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do

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

• 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

What You'll Bring

• 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

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.

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

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.

What We Offer

By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan. Our people are the foundation of First American’s success and that is the reason we put them first. This philosophy has cultivated a culture of happy employees who are highly engaged, passionate about their work and leave each day feeling they have made a difference.

By submitting this application, you may convey certain personal information to First American. This information is collected for the sole purpose of determining your qualification for the position you are applying. California residents may learn more by viewing our Privacy Policy. County of Los Angeles Fair Chance Ordinance E-Verify Participation Poster