Exchange Support Coordinator II
Core
Manages and reviews client files, answers inquiries, and coordinates administrative details for 1031 tax deferred exchanges within field operations.
Role type
Exchange Support Coordinator
Builds
1031 tax deferred exchange processes
Domain
Real estate services / Title insurance
Deliverable
client delivery
Required skills
customer service, communication, organization, analytic skills, problem-solving
Preferred skills
process improvement identification
Technologies
none stated
Responsibilities
work escalated files, meet and exceed client expectations, assist in identifying process improvements and standards, follow standard procedures and guidelines, manage own workload
Seniority
Individual contributor, no supervisory responsibilities
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