Job Description
We are seeking a detail-oriented and knowledgeable professional to join our team as a 1031 Exchange Officer/Facilitator.
This role offers an exciting opportunity for individuals with a background in real estate, financial transactions, accounting, or real estate/tax law to contribute to our success.
The position is responsible for facilitating tax-deferred exchange transactions under Section 1031 of the IRS Code, ensuring compliance, accuracy, and exceptional client service.
Key Responsibilities
- Prepare and review exchange documents using company software, ensuring accuracy and eliminating errors.
- Review real estate purchase agreements, title reports, and escrow instructions to generate precise exchange documents.
- Identify and resolve discrepancies in documents proactively.
- Manage and monitor critical deadlines associated with 1031 exchanges, keeping clients and advisors informed.
- Facilitate clear and timely communication among all parties, ensuring smooth transaction flow and maintaining detailed contact records.
- Maintain accurate records and documentation for each exchange transaction in line with company standards.
- Ensure precise accounting and reconciliation of each exchange file.
Skills and Qualifications
Education & Experience
- Bachelor's degree in Business Administration, Finance, Accounting, Economics, Real Estate, or related field.
- Minimum of 3 years of post-college professional work experience.
- Experience in real estate transaction coordination, accounting, escrow, title, or paralegal work strongly preferred.
- Familiarity with 1031 Exchanges is a plus (training will be provided).
ENGLISH LEVEL: ADVANCED - MUST
Schedule: Monday to Friday 8:00 am to 5:30 pm PST
ON SITE: Jiron Camana 851, Cercado de Lima.