Location: Remote Nationwide

Salary (DOE): $58,000 - $68,000

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. Supports more complex transactions with demonstrated industry knowledge.

• Executing on subject matter experts’ consultations with clients
• Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
• 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
• Fielding inquiries from clients via phone, email, and web-leads
• Good knowledge and understanding of 1031 exchanges
• Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings
• Have working knowledge of interrelationship of forward exchanges with parking exchanges
• Ability to manage account relationships
• Responsible for more complex exchange transactions
• Conversant with more complicated issues that can arise in exchange administration such as:
  • Individual or entity that owns replacement property desired by the taxpayer
  • Individual or entity that owns replacement property desired by the taxpayer. Seller financing
  • Mixed use of property (i.e., farmhouse on farmland, home office within home)
  • Related Party transactions
  • Credits of rent and security deposit exchange implications
  • Exchanging in or out of personal residences/vacation homes and investment property
  • Drop & Swap issues
  • Refinancing relinquished and replacement properties
  • Holding period requirements
  • Same taxpayer issues
  • Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps
  • Escalating and assisting with issues and problems through issue resolution
  • Additional tasks or responsibilities as needed by the company

PREFERRED QUALIFICATIONS 

• Bachelor's Degree in related field or equivalent experience
• 3-7 years of applicable experience
• Working towards Certified The transfer of the relinquished property to the Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary , and the receipt of the replacement property from the Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Specialist (CES) Designation
• Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow /Real Estate experience preferred
• Expert written, oral, and interpersonal communication skills.
• General understanding of 1031 exchanges.
• 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 principlesThe Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $50,000 Salary Maximum: $68,000. The range listed is just one component of Inspira's total compensation package for employees. In addition, Inspira provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).

COMPENSATION & 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.

Accruit is an Inspira Financial Solution. 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.

Visit Careers Page to Apply for the Exchange Officer Position