1031 Exchange Manager – Remote USA (EST Hours)

Posted Yesterday
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Hiring Remotely in Grand Rapids, MI, USA
In-Office or Remote
77K-103K Annually
Senior level
Insurance • Real Estate
The Role
Manages branch operations for 1031 tax-deferred exchange transactions, overseeing profitability, compliance, workflow, client relationships, business development, and exchange personnel. Responsibilities include hiring, training, coaching, resolving escalated issues, managing transaction guidance, developing referral relationships, monitoring performance, and aligning branch objectives with business-unit goals.
Summary Generated by Built In
Who We AreJoin 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 DoDirects the daily operations of a team or teams, including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax deferred exchange transactions across a geographic area that can be local, regional, and national in scope. The role is multi-faceted with administrative, operational, and sales components, including the hiring, training, supervising, and developing of personnel who can work as a team and achieve business, professional, and personal development. As needed, an Exchange Manager will work directly with a wide range of people, which can include clients, tax advisors, title companies, escrow or settlement agents, real estate agents, and others. The ideal candidate will also ensure compliance to established operating practices, staff training, preparation of related reports, and audits of current performance in monitoring of operational efficiency.

HOW YOU'LL CONTRIBUTE

  • Oversees branch operation’s profitability and communicating and implementing the company’s goals and objectives. Monitors and reports on profitability for assigned geographic area(s). Interprets financial data and makes adjustments in order to effectively manage expenses and achieve profitability.
  • Manages a team or teams. Responsible for coaching, mentoring, hiring, and training of all branch exchange personnel. Delegates assignments, provides development opportunities. Manages workflow and resolves escalated issues.
  • Aligns branch goals with business unit goals. Provides input to Senior Management.
  • Develops new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors.
  • Maintains existing client base and manages ongoing client and business relationships.
  • Works with internal and external customers to manage all aspects of 1031 exchange transactions.
  • Answers questions and provides guidance regarding services, policies or specific transactions.

WHAT YOU'LL BRING

Required Education, Experience, Certification/Licensure

  • Bachelor’s degree or equivalent combination of education and experience
  • 5-7 years of directly related 1031 exchange experience
  • 1-3 years demonstrated experience in a supervisory or management role
  • Demonstrated success establishing, leading and maintaining effective working relationships

KNOWLEDGE, SKILLS, AND ABILITIES (KSAs)

  • Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges
  • Proficient in computer skills
  • Strong capacity to communicate the company’s direction and set aligned goals.  Provides resources and creates systems to measure results.  Familiar with competitor, financial and industry dynamics.
  • Actively recruits, retains and develops talent and holds employees accountable for results. Leads change, manages conflict and fosters collaboration.
  • Drives and models customer loyalty, manages customer expectations, solicits customer feedback and ensures commitments are met.
  • Provides others with reliable information and delivers informative and persuasive presentations. Uses good listening skills and negotiates effectively.
  • Collaboratively engages with leaders to create, identify, and implement solutions to further effectiveness of the business.
  • Comfortable in speaking in front of groups of varying sizes.

Pay Range: $77,300.00 - $103,000.00 Annually
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.
What We OfferBy 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.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 5-7 years of directly related 1031 exchange experience
  • 1-3 years of supervisory or management experience
  • Demonstrated success establishing, leading, and maintaining effective working relationships
  • Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges
  • Proficiency in computer skills
  • Ability to communicate company direction and set aligned goals
  • Ability to recruit, retain, develop, and hold employees accountable
  • Ability to lead change, manage conflict, and foster collaboration
  • Ability to manage customer expectations and ensure commitments are met
  • Ability to provide reliable information and deliver informative and persuasive presentations
  • Effective listening and negotiation skills
  • Ability to collaborate with leaders to identify and implement business solutions
  • Comfort speaking in front of groups of varying sizes

First American Title Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First American Title and has not been reviewed or approved by First American Title.

  • Healthcare Strength — Health coverage includes medical, dental, vision, telehealth, and healthcare advocacy services, and is often described as a strong point. Low‑cost options in some cases help overall compensation feel more reasonable.
  • Retirement Support — A 401(k) savings plan with a company match is part of the package. This retirement support is highlighted as helping to offset base‑pay concerns in several roles.
  • Equity Value & Accessibility — An employee stock purchase plan is available and viewed favorably. Access to discounted equity contributes to the perceived competitiveness of total rewards.

First American Title Insights

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The Company
HQ: Grand Rapids, MI
13,104 Employees
Year Founded: 1889

What We Do

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies’ core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services. First American Title Insurance Company provides comprehensive title insurance protection and professional settlement services for homebuyers and sellers, real estate agents and brokers, mortgage lenders, commercial property professionals, homebuilders and developers, title agencies and legal professionals to facilitate real estate purchases, construction, refinances or equity loans. First American's thorough title searches, title clearance and title insurance policies help to produce clear property titles and enable the efficient transfer of real estate. As one of the largest title insurance companies in the nation, First American offers title insurance and settlement services through its direct operations and an extensive network of agents throughout the United States and internationally. First American Title Insurance Company traces its history to 1889 and is the largest subsidiary of First American Financial Corporation (NYSE: FAF).

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