1031 Exchange Coordinator
About the role
Document Preparation: Partner with customers and title closers to draft exchange paperwork.
Closing Compliance: Review settlement statements and purchase contracts for tax-rule alignment.
Timeline Tracking: Monitor strict statutory deadlines for 1031 exchange completion.
Client Advisory: Guide customers on complex exchange taxation rules under management supervision.
Financial Control: Track and account for all incoming transactional exchange fees.
Real Estate Knowledge: Experience with transactions and closing processes is highly valued.
Transferable Skills: Legal or accounting backgrounds translate directly into this compliance role.
Regulatory Focus: Ability to learn, interpret, and apply technical tax regulations.
Responsibilities
- Document Preparation
- Closing Compliance
- Timeline Tracking
- Client Advisory
- Financial Control
- Real Estate Knowledge
- Transferable Skills
- Regulatory Focus
Requirements
- Experience with transactions and closing processes
- Legal or accounting background
- Ability to learn, interpret, and apply technical tax regulations
Qualifications
- Highly valued experience with transactions and closing processes
- Translatable legal or accounting background
- Strong ability to learn, interpret, and apply technical tax regulations
Skills
- Knowledge of 1031 exchange procedures
- Ability to review and interpret tax documents
- Strong attention to detail
- Excellent communication skills
Benefits
Northern Bank & Trust Company offers competitive compensation and benefits including:
- Health insurance
- Paid time off
- 401(k) plan
Pay
Compensation is commensurate with experience.
Schedule
The position is full-time with standard business hours.