1031 Exchange Coordinator

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4.5 billion in assets, more than 400 team members, 6 branch offices, and annual mortgage originations of over $2 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Leader1031 is an extension of these values and mission, and serves as a Qualified Intermediary (QI) for real estate investors seeking to sell and purchase property using the tax-deferred advantages of a Section 1031 exchange. These services provide greater integration and efficiencies for our commercial real estate clients, and Leader1031 is committed to providing the highest quality of service. The perfect complement to Leader1031, Leader Bank Digital Escrow is a completely digital solution for funding commercial escrow accounts, tracking security deposits, or managing your investment properties.
Summary
We are seeking a bright, highly self-motivated, detail-oriented candidate with a positive attitude to join the team! In this role, you will become proficient in a highly specialized area of real estate transactions. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.
Responsibilities

• Utilize understanding of the 1031 exchange rules to enable basic processing of the transactions
• Coordination with the sales team and clients to secure client engagements
• Preparation of exchange documents and related coordination with clients and their advisors
• Management of high volume transactions
• Calendar management tracking critical dates and follow up accordingly
• Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions
• Maintaining client files, account statements, balancing of escrow accounts and providing administrative support
• Verification of wire disbursements with clients and third party recipients.

Qualifications

• Demonstrate proficiency utilizing Word and Excel
• Excellent time management skills and ability to multi-task and prioritize work
• Demonstrate a high level of customer service
• Strong organizational skills and attention to detail a must
• Excellent verbal and written communications and public relations skills
• Strong analytical, interpersonal, and communication skills
• Must possess a strong work ethic
• Experience with real estate transactions is a must
• Detail-oriented and professional; able to handle confidential information

Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.