ESSENTIAL FUNCTIONS:
- Document Preparation: Partner with customers and title closers to draft exchange paperwork.
- Closing Compliance: Review settlement statements and purchase contracts for tax-rule alignment.
- Timeline Tracking: Monitor strict statutory deadlines for 1031 exchange completion.
- Client Advisory: Guide customers on complex exchange taxation rules under management supervision.
- Financial Control: Track and account for all incoming transactional exchange fees.
- Real Estate Knowledge: Experience with transactions and closing processes is highly valued.
- Transferable Skills: Legal or accounting backgrounds translate directly into this compliance role.
- Regulatory Focus: Ability to learn, interpret, and apply technical tax regulations.
Skills Required
- Experience with transactions and closing processes
- Legal or accounting backgrounds
- Ability to learn, interpret, and apply tax regulations
What We Do
Since 1960, Northern Bank has been the banking partner of choice for businesses and consumers throughout New England. We take an entrepreneurial, commonsense approach to providing a complete line of banking solutions. We are deeply invested in the communities we serve and passionately committed to helping you, our customers, grow. Thanks to the unwavering dedication of our team and the loyalty of our customers, we have been named the #1 performing Community Bank in New England for seven straight years and #1 in the United States in 2015. Northern Bank provides businesses and individuals with deposit and cash management services, commercial and franchise financing, residential mortgages, and wealth management services. We currently operate 12 branches in the Greater Boston market. For more information, contact us at 800-273-6908 or visit www.nbtc.com. Member FDIC | Equal Housing Lender. http://facebook.com/northernbankma http://twitter.com/northernbankma Social Media Guidelines: https://www.nbtc.com/customer-service/FAQs/what-are-our-social-media-guidelines-610
