Vacancy expired!
- Enter transaction information into xchange database;
- Prepare requisite agreements and other documents for exchange transactions using relevant sanctioned templates;
- Review and execute statements and escrow instructions prepared by closing agents;
- Communicate with the Sales Regions and/or customer about the status of files;
- Regularly electronically archive all documentation relevant to an exchange file;
- Review client wire requests and prepare documentation to enable banking to process wire transfers;
- Prepare documentation to process payments for state withholding requirements;
- Audit and close files;
- Assist sales region with phone calls as needed;
- Keep current on policy and procedure by reading and regularly reviewing memos from President and/or Corporate counsel;
- Knowledge of or experience in escrow or settlement services;
- Experience processing IRS section 1031 exchangesi.e. providing qualified intermediary services;
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Ability to prioritize and handle multiple projects.
- Strong attention to detail and organizational skills.
- Proficient in Microsoft Office Suite and Outlook.
Vacancy expired!