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From Home 1031 Exchange Jobs (NOW HIRING)

Mission Bank

1031 Exchange Officer

Bakersfield, CA · On-site

$84K - $105K/yr

Generate leads and referrals from a variety of sources through networking in the community. * Develop a thorough familiarity and knowledge of the I.R.C. Section 1031 Exchange regulations. * Develop ...

City National Bank

1031 Exchange Officer

Manhattan, NY · On-site

$65K - $104K/yr

Activities can include: collecting the items necessary to prepare the exchange documents (from client, attorney, closing agent or escrow company), opening 1031 Exchange Account, updating transaction ...

Mission Bank

1031 Exchange Officer

Bakersfield, CA · On-site

Generate leads and referrals from a variety of sources through networking in the community. * Develop a thorough familiarity and knowledge of the I.R.C. Section 1031 Exchange regulations. * Develop ...

Mission Bank

1031 Exchange Officer

Bakersfield, CA

$84K - $105K/yr

Generate leads and referrals from a variety of sources through networking in the community. * Develop a thorough familiarity and knowledge of the I.R.C. Section 1031 Exchange regulations. * Develop ...

Mission Bank

1031 Exchange Officer

Bakersfield, CA

$84K - $105K/yr

Generate leads and referrals from a variety of sources through networking in the community. * Develop a thorough familiarity and knowledge of the I.R.C. Section 1031 Exchange regulations. * Develop ...

1031X

Senior Reverse Exchange Officer

Denver, CO · On-site +1

$83K - $114K/yr

Provide expert guidance on 1031 exchange rules, regulations, and procedures to promote compliance ... Typical work hours are from 9:00 am to 5:00 pm, based on the time zone. Location: Our company ...

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From Home 1031 Exchange information

What is the difference between From Home 1031 Exchange vs From Home Real Estate Agent?

AspectFrom Home 1031 ExchangeFrom Home Real Estate Agent
CertificationsQualified Intermediary Certification, 1031 Exchange trainingReal Estate License, Salesperson/Broker License
Work EnvironmentPrimarily office-based or remote, handling client transactionsRemote or in-office, showing properties, client meetings
Industry UsageReal estate investment and tax deferralProperty sales, buying, and selling
Common Search IntentTax benefits, investment strategiesProperty transactions, market insights

From Home 1031 Exchange specialists focus on facilitating tax-deferred property exchanges for investors, requiring specific certifications. In contrast, From Home Real Estate Agents assist clients in buying and selling properties, holding real estate licenses. Both roles often work remotely but serve different purposes within the real estate industry.

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What are the most commonly searched types of 1031 Exchange jobs?

The most popular types of 1031 Exchange jobs are:

What states have the most From Home 1031 Exchange jobs?

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From Home 1031 Exchange jobs near you

1031 Exchange Officer

Mission Bank

Bakersfield, CA • On-site

$84K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 19 days ago

Job description


We are seeking a 1031 Exchange Officer to join our team! The 1031 Exchange Officer is a dynamic professional role. The candidate is hired to help solicit new IRS Section 1031 Quailed Exchanges. The position solicits new business through the development of business and industry relationships with centers of influence (COIs) including but not limited to CPAs, Attorneys, Realtors, and Escrow and Title Officers. Additionally, the 1031 Exchange Officer will acquire direct client relationships through attending community events, building relationships in the community and soliciting opportunities to meet individual investors who will need the services of a 1031 Exchange. This position will serve as a liaison between the COIs, the customers and the 1031 Exchange team.
Responsibilities include, but are not limited to, the following:
  1. Build, develop, and maintain relationships with new customers and COIs.
  2. Develop and implement the proactive market development process.
  3. Deepen Relationships and capitalize on opportunities to expand business; refer clients to other bank areas for additional needs.
  4. Generate leads and referrals from a variety of sources through networking in the community.
  5. Develop a thorough familiarity and knowledge of the I.R.C. Section 1031 Exchange regulations.
  6. Develop an understanding of the elements of all variations of a 1031 exchange; i.e. Simultaneous, Build to Suit, Forward, Reverse and Personal Property.
  7. Ultimately learn to Interpret and apply the regulations to complex transactional issues.
  8. Generate and maintain a database of contacts.
  9. Participate in industry activities, attend educational seminars, seek and schedule presentations where opportunities for business may exist.
  10. Take an active role in the "FEA" organization.
  11. Represent the company in various community and civic functions and events to further enhance the company's image and develop additional business.
  12. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers, COIs and employees.
  13. All other duties as assigned

Experience and Skills
Requirements:
  • Two or more years of sales experience.
  • Basic experience, knowledge and training in banking wire activities, terminology and safe practices.
  • Prior experience in 1031 related fields such as real estate, escrow, title, legal, paralegal, accounting or CPA offices.
  • Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
  • Possess strong public speaking and presentations skills.
  • Project a businesslike professionalism to the client in both appearance and manner.
  • Possess a strong customer service orientation, and a willingness to place the customer first.
  • Ability to work with minimal supervision while performing duties.
  • Current driver's license and a vehicle with appropriate insurance coverage as required to drive in the course of performing assigned duties and responsibilities.

Target Compensation: $84,395 - $105,000 annually, depending on experience, plus an annual bonus.
Job Benefits
401K, Competitive Medical: PPO, HMO, Vision, Dental, Short-term and long-term disability, 11 paid holidays!

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