Description:
What You’ll Be Doing
As an Exchange Coordinator, you’ll be the key support partner for our Exchange Officers—managing exchange files from intake through closing. You’ll ensure documents are accurate, timelines are met, and communications with exchangers, advisors, and closers are timely and professional. Your role will also include occasional support for Exchange Assistants as needed.
A 1031 exchange is a real estate transaction that allows investors to sell one investment property and reinvest the proceeds into another, deferring capital gains taxes as long as strict IRS rules and timelines are followed. Because these exchanges require precise documentation, regulatory compliance, and coordination between multiple parties, experience in legal work, trust administration, real estate, or mortgage closings is especially valuable. These backgrounds provide the attention to detail, regulatory knowledge, and client service skills that help ensure each exchange is executed smoothly and correctly.
This is an ideal position for someone who thrives in a structured environment, enjoys problem-solving, and can balance multiple priorities while maintaining accuracy and confidentiality.

Skills/Experience You’ll Need

• College degree preferred, but equivalent experience considered.
• Minimum of 5 years’ work experience in a professional setting.
• Proficiency in Microsoft Office Suite and related software.
• Strong typing and data-entry skills.
• Excellent attention to detail and organizational skills.
• Ability to prioritize and meet deadlines in a fast-paced environment.
• Professional and personable communication style

• Enter and maintain exchange file information in our system.
• Gather all required background information for each exchange (legal descriptions, title details, closing contacts, etc.).
• Prepare exchange documents and open exchange accounts.
• Review and verify closing documents, including instructions, title opinions/commitments, proposed deeds, and settlement statements.
• Partner with Exchange Officers to guide exchangers, advisors, and closers through the exchange process.
• Assemble and deliver final exchange packets.
• Request closure of exchange accounts after approval.
• Provide backup support: answering phones, greeting visitors, and assisting Exchange Assistants when needed.
• Maintain the highest level of confidentiality on all exchanges and company matters.
• Perform other related duties as assigned.
  Requirements:

Skills/Experience You’ll Need

• College degree preferred, but equivalent experience considered.
• Minimum of 5 years’ work experience in a professional setting.
• Proficiency in Microsoft Office Suite and related software.
• Strong typing and data-entry skills.
• Excellent attention to detail and organizational skills.
• Ability to prioritize and meet deadlines in a fast-paced environment.
• Professional and personable communication style.