1031 Exchange Coordinator

Job Summary

A company is looking for a Field Operations Specialist.

Key Responsibilities

• Engages in providing professional customer service and manages escalated client files
• Assists the manager in identifying process improvements and standards for production and quality
• Performs various support functions to assist in departmental processes and follows defined procedures

Required Qualifications

• High school diploma required; Bachelor's degree preferred
• Typically requires 0-2 years of related work experience
• Ability to work under direct supervision with little autonomy
• Experience in customer service and handling client inquiries
• Familiarity with 1031 tax deferred exchanges is a plus