Exchange Officer

Location: Remote
Job Type: Full-Time

About Deferred
We are a fast-growing, tech-enabled 1031 Qualified Intermediary focused on delivering superior service through innovation. Our company leverages technology to help real estate investors navigate 1031 exchanges with ease, efficiency, and compliance. If you’re passionate about 1031 exchanges and want to work in a collaborative, fast-moving environment where you can grow, we want to hear from you!

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Position Overview
Exchange Officers are responsible for managing and overseeing all aspects of 1031 exchange transactions, from initiation to completion. This role requires a deep understanding of 1031 exchange rules and processes, excellent communication skills, and the ability to handle complex client needs. You will work closely with clients, real estate professionals, and other internal teams to ensure successful and compliant exchanges.

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Key Responsibilities

• Coordinate all phases of 1031 exchange transactions, including forward, reverse, and improvement exchanges
• Serve as the primary point of contact for clients, providing guidance on the 1031 exchange process and ensuring their needs are met
• Review and prepare exchange documents, ensuring compliance with IRS regulations and company policies
• Manage client accounts, including timelines, fund transfers, and communications with escrow agents, title companies, and attorneys
• Resolve complex issues and respond to client inquiries with expertise and a customer-centric approach
• Utilize and contribute to the development of the company's tech-enabled tools to improve transaction efficiency
• Stay up-to-date on 1031 exchange regulations and industry trends to provide accurate advice and solutions
• Collaborate with internal teams (e.g., tech, legal, compliance) to streamline operations and enhance client experience

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Qualifications

• 3+ years of experience with 1031 exchanges
• Strong knowledge of IRS Section 1031 regulations, including forward, reverse, and improvement exchanges
• Excellent client management skills with a proactive, problem-solving approach
• Detail-oriented with strong organizational skills and the ability to manage multiple transactions simultaneously
• Familiarity with Google Suite and technology-driven tools used in real estate or financial services
• Strong communication skills, both written and verbal
• Ability to work independently while collaborating with a team
• Bachelor’s degree in Business, Real Estate, Finance, Accounting or a related field (or equivalent work experience)
• Preference given to candidates with FEA/CES certification

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Why Join Deferred?
•   Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
•   Flexible, remote work environment, empowering you to work from anywhere
•   Competitive salary and benefits package
•   Equity participation, giving you a stake in the company’s future growth and success
•   401(k) plan including matching up to 4.5% 
•   Health, dental, and vision coverage with a flexible benefits stipend
•   Generous paid time off and holidays
•   Opportunities for growth and professional development