Exchange Specialist

Job Summary & Responsibilities

This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Executing on subject matter experts’ consultations with clients. Preparing transactional documents and agreements both manually and via software applications related to company service offerings. related to conventional forward exchanges. Maintaining client files, reports and providing administrative support as may be required. Assisting with cash management (banking and funding) to service client accounts. Providing support to clients including troubleshooting and problem escalation as needed. Providing strong, consistent customer service to all clients and maintains client relationships. Assisting with onboarding and training of new clients and retention of existing clients. Gaining knowledge and understanding of 1031 exchanges in order to independently provide service to clients. Fielding inquiries from clients via phone, email, and web-leads. Performing additional tasks or responsibilities as needed by the company.

Preferred Qualifications

• Years of Experience: N/A
• Degree: Bachelor’s Degree in related field or equivalent industry experience.
• Certification: Awareness of Certified Exchange Specialist (CES) Designation Title and Escrow/Real Estate experience preferred

Skills & Abilities

• Company Values: Creative, Collaborative, Competitive, Curious
• Highly ethical
• Comfortable not knowing answers, but resourceful and able to resolve issues
• Open to receiving and providing feedback
• Sociable – client facing
• Flexible and adaptable
• Highly self-motivated and directed
• Detail-oriented
• Partnering
• Confident
• Open to training and learning
• Expert written, oral, and interpersonal communication skills.
• High level of competency working with Microsoft Office suite and cloud-based applications.
• Strong time-management and prioritization skills.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Familiarity with the Agile values and principles

Pay & Benefits

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.