What You'll Do
- This role will be handling reverse exchange transactions
- 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 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
- 4+ years of related experience
- Accounting, bookkeeping, customer service, or sales experience
- Strong customer service orientation
- Detail orientation
- Excellent verbal communication skills
- Problem-solving skills
- Strong organizational skills
- Ability to learn 1031 exchange rules and procedures
- Computer knowledge and experience
- Typing skills
- Basic math skills
- Organization and planning skills
- Flexibility and versatility
- Ability to manage multiple priorities
- Good verbal and written communication skills
- Leadership abilities
- Creative problem-solving and decision-making skills
- Customer service skills
- 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).
