First American

Senior Reverse Exchange Officer

United States full-time Senior $36 - $47
full-time Senior level Technology & IT Salary listed Curated
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About the role

Who We Are
Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.What We Do
The Sr. Reverse Exchange Officer is responsible for managing tax-deferral real estate exchanges on behalf of clients, ensuring a seamless process from initiation through closing. They will work closely with clients, advisors and internal teams, including escrow officers and closers, to discuss transaction details, prepare exchange documentation, and guide the exchange process.What You'll Do

This role will be handling reverse exchange transactions

Prepare and send reverse exchange agreements and opening packages

Oversee and process mail, deadlines, and updates to files using calendar and tickler systems

Review and approve estimated closing statements, manage funds disbursement, and collect applicable fees and interest

Supervise and train Exchange Assistants, monitor performance, and assist in interviews and coaching

Address escalated customer service issues and foster long-term relationships with clients for business growth

Identify opportunities for client acquisition and service expansion, and maintain monthly and annual goals

Lead accounting tasks including managing deposits, initiating wires, balancing ledgers, and auditing exchange files

Prepare and submit Exchange Closing Statements, final reports, and ensure timely disbursement of funds and 1099s.

Review and manage daily, revenue, and SMS reports, and ensure proper organization and filing monthly reports

Other duties as assigned.

What You'll Bring

High School diploma or equivalent

4+ years related experience

Accounting, bookkeeping, customer service or sales experience is preferred

Strong customer service orientation

Detail orientation

Excellent verbal communication

Problem solving skills

Strong organizational skills

Ability to learn 1031 exchange rules and procedures

Computer knowledge/experience

Typing skills

Basic math skills

Organization and planning

Flexibility

Versatility/ability to manage multiple priorities

Good verbal and written communication skills

Leadership abilities

Creative problem solving and decision making

Customer service skills

Coping/stress management skills

Detail oriented

Team player oriented

Pay Range: $35.53 - $47.36 Hourly, RemoteThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.Originally posted on Himalayas

Interview prep

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Senior
Technology & IT Accounting Customer Service Sales Writing Senior level full-time

Likely questions

  1. Tell us about work you have done that is close to the Senior Reverse Exchange Officer role.
  2. How would you approach your first 30 days at First American?
  3. Which of Accounting, Customer Service and Sales have you used recently, and what did it help you achieve?
  4. How have you led people, improved a process, or made a hard decision in a previous role?
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, Customer Service and Sales.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Senior Reverse Exchange Officer role because I can bring practical experience in Accounting, Customer Service and Sales, learn the team quickly, and contribute to the outcomes First American needs from this hire.

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