Job Details

Exchange Assistant

Company name

First American Financial Corporation

Organization Type

In-House

Job Type

Legal Staff

Date Last Verified

Jul 19,2019

Valid Through

Nov 01,2019

Posted on

Jul 11,2019

Years of Experience

1-3 yrs required

Location

Saint Augustine, FL, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Corporate >> Corporate - General
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Exchange Assistant
The candidate will handle inquiry calls. Review purchase agreements and title reports. Prepare exchange documentation for relinquished and replacement property closings. Follow company’s procedures and comply with Accounting Policy. Meet with drop in clients as the director of first impressions. Monitor time deadlines and closing dates. Promptly handle all accounting for the exchange files. Manage exchange process in a detailed and timely manner. Process incoming daily mail. Maintain office marketing lists. Assist with educational classes with scheduling, assisting with materials and distributing continuing education certificates. Prepare and deliver class packets or printed marketing materials. Review estimated closing statements for approval. Handle acceptance and disbursement of funds in accordance with 1031 rules. Collect fee income and final signed documentation. Perform any other duties requested by the exchange officer in order to manage the exchange process. Trouble shooting and customer management. Follow up with existing and potential clients for increased business. Cooperate with exchange officer, manager and sales reps to develop business. Working knowledge of fundamental concepts, practices and procedures of department/field is required. Should have good verbal and written communication skills. Establishes effective working relationships at the work group level is required. Must have High School diploma or equivalent. Must have 1-3 years of administrative experience. Experience as an escrow officer or assistant is preferred. Experience as a paralegal or accounting background preferred.

Additional info

Requisition Number: R009119

Company info

Hiring Coordinator
First American Financial Corporation
1 First American Way
Santa Ana, CA 92707