Exchange Associate

Our 1031 Exchange team is seeking an Associate! This position requires high attention to detail, compliance with regulations, and outstanding customer service.

Essential Responsibilities include but are not limited to:

• Prepare and process exchange documents for both relinquished and replacement properties
• Reconcile the exchange deposits and incoming fees daily
• Reconcile exchange deposits to final settlement statements
• Check and open all incoming mail and courier deliveries
• Answer phone and check voice mail messages throughout the day
  • Respond with appropriate action for each message
  • Check emails throughout the day
    • Respond with appropriate action for each message
    • Calendar important dates and reminders for all exchanges
    • Monitor the Exchange Dept Outlook Calendar daily - take appropriate action for any reminders or appointments that occur
    • Maintain Exchange Dept Whiteboard system in Excel
    • Communicate with client and escrow officer regarding any active exchanges that need attention including obtaining documents to process exchange documents and obtaining signatures on exchange documents
    • Scan all exchange documents for electronic storage on each exchange
    • Prepare and calendar the 45  for delivery to clients
    • Prepare refund packets (if needed), including Franchise Tax Board Form 593
    • Prepare the relinquished and replacement property closing packets for mailing to client

• Basic knowledge of Microsoft Office with emphasis on Excel and Outlook required.
• Project a businesslike professionalism to the client in both appearance and manner.
• Possess a strong customer service orientation, and a willingness to place the customer first.
• Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
• Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
• Ability to work with minimal supervision while performing duties.
• Bilingual in English and Spanish is a PLUS!

• 2
  -3 years of office or customer service experience
• Experience in industries familiar with real estate or tax transactions, such as 1031 Exchange, Escrow, Title, Paralegal, Law Office or Accounting firms

Target Compensation: $26.38 - $31.66 hourly, depending on experience.

• Competitive Medical Insurance (PPO&HMO)
• Vision Insurance
• Life Insurance
• Short-term and Long-term Disability
• 401k Retirement Plan
• Vacation Hours
• Sick Time
• 11 Paid Holidays Per Year!

Mission Bank is an Equal Opportunity Employer and with opportunities for advancement. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories.

IMPORTANT: APPLICANTS PLEASE READ

Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire.

PLEASE NOTE: Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment.

• Male
• Female
• I Decline To Answer
• Hispanic or Latino (Persons of Mexican, Puerto Rican, Cuban, South or Central America, or other Spanish culture or origin, regardless of race)
• White or Caucasian (Not Hispanic or Latino) - Persons having origins in any of the original peoples of Europe, the Middle East or North Africa.
• Black or African American (Not Hispanic or Latino) - Persons having origins in any of the black racial groups of Africa.
• (Not Hispanic or Latino) - Persons having origins in any of the original people of North and South America and maintain cultural identification through tribal affiliation or community recognition.
• Asian (Not Hispanic or Latino) - Persons having origins in the Far East, Southeast Asia or the Indian subcontinent including Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand and Vietnam.
• Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - Persons having origins in Hawaii, Guam, Samoa or other Pacific Islands.
• Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five race categories.
• I Decline

Voluntary Self-Identification of Disability

Form CC-305 OMB Control Number

This employer may be a Government contractor subject to the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA), which requires Government…