This role is remote M-F 8:00 am - 5:00 pm CST.
What You'll Do
- Develop proficiency in 1031 rules and ability to answer customer’s questions
- Handle client inquiries regarding exchange agreements, purchase agreements, and escrow instructions.
- Review purchase agreements and title report. Prepare exchange documentation for relinquished and replacement property closings
- Follow company’s procedures and comply with Accounting Policy
- Process mail and update files, using calendar and tickler systems to monitor timelines, deadlines, and closing dates
- Prepare and finalize Assignments, Amendments, and Indemnities as needed for exchange processes
- Review estimated closing statements for accuracy and approval
- Manage acceptance and disbursement of funds, ensuring proper collection of fees and interest income
- Oversee final disbursements, including exchange closing statements, 1099s, and the return of excess funds.
- Provide direct customer service by troubleshooting issues, following up with clients, promoting high levels of satisfaction
- Conduct to existing and potential clients to foster business growth and maintain relationships.
- Mange daily pass-through and saving deposits, including initiating and monitoring wires.
- Balance daily accounting ledgers, maintain control records, and ensure proper filing and order of exchange files.
- Submit weekly and monthly log and revenue reports as required
- Other duties as assigned.
What You'll Bring
- High School diploma or equivalent
- 1-2 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
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 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
- High School diploma or equivalent
- 1-2 years related experience
- Accounting, bookkeeping, customer service or sales experience
- 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
- Flexibility
- Versatility and ability to manage multiple priorities
- Good written communication skills
- Leadership abilities
- Creative problem solving and decision making
- Coping and stress management skills
- Team player orientation
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.
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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.
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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.
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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
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).
