Posted:
2/6/2026, 8:46:56 AM
Location(s):
South Carolina, United States ⋅ Florida, United States ⋅ North Carolina, United States ⋅ New York, United States ⋅ New York, New York, United States
Experience Level(s):
Junior ⋅ Mid Level
Field(s):
Sales & Account Management
Workplace Type:
Remote
Open Exchanges
Develop proficiency in 1031 rules and ability to answer customer questions
Handle inquiry calls
Review purchase agreements and title reports
Prepare exchange documentation for relinquished and replacement property closings
Follow company’s procedures and comply with Accounting Policy
Process
Monitor time deadlines and closing dates
Handle all accounting for the exchange files
Manage exchange process in a timely manner
Closing
Review estimated closing statements for approval
Handle acceptance and disbursement of funds in accordance with 1031 rules
Collect fee income and final signed documentation
Customer Service/Business Development
Trouble shooting and customer management
Follow up with existing and potential clients for increased business
Cooperate with manager and sales reps to develop business
REQUIRED SKILLS AND EXPERIENCE
Experience: A minimum of three years in real estate, escrow, or 1031 exchanges is preferred but not required. A background in accounting, bookkeeping, customer service, or sales is highly desirable.
Technical Proficiency: Strong computer skills, accurate typing, and a solid understanding of basic math.
Organizational Strength: Demonstrated ability to plan, prioritize, and manage multiple tasks with attention to detail in a fast-paced environment.
Communication: Excellent verbal and written communication skills with a collaborative, team-oriented mindset.
Problem-solving skills: Creative and resourceful decision-making with a strong focus on customer satisfaction.
Adaptability: Flexible and versatile, able to adjust to shifting priorities while maintaining professionalism.
Leadership and Personal Attributes: Strong leadership capabilities, dependable, detail-oriented, and capable of managing stress effectively.
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.
Website: https://www.firstam.com/
Headquarter Location: Santa Ana, California, United States
Employee Count: 10001+
Year Founded: 1889
IPO Status: Public
Industries: Financial Services ⋅ Insurance ⋅ Property Insurance ⋅ Real Estate ⋅ Real Estate Investment