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Careers

BUILD YOUR CAREER WITH US!

Join 1031 CORP. - A Leader in the 1031 Exchange Industry

Are you a dynamic professional looking to advance your career with a leader in the 1031 Exchange industry? Look no further! 1031 CORP. wants to partner with you. With offices in Collegeville, Pennsylvania, and Bend, Oregon, we offer a range of work opportunities, including in-person, remote, and hybrid options. We are hiring a hybrid Exchange Coordinator for our Bend, OR location. Apply today and become part of our inclusive and team-focused environment as we prioritize providing an exceptional client experience.

 

Enjoy a Wealth of Employee Benefits

At 1031 CORP., we value our employees and believe their well-being is our top priority. That's why we offer an extensive range of benefits to enhance your life inside and outside of work. 1031 CORP. team members can anticipate competitive medical, dental, and vision insurance, employer-paid life insurance, long and short-term disability, company matching 401k plan, company-paid training, generous holiday and PTO plans, and a variety of other benefits to support your professional and personal needs.

 

Current positions available:

 

PA Exchange Office Branch Manager

Reports to:  Margo McDonnell, President and CEO

Location: Collegeville, PA

Type of Position: Primarily In-person

PURPOSE

The Exchange Office Branch Manager is responsible for fostering and maintaining optimal levels of client service and production for their branch operations. They will manage staff and contribute to their professional development to ensure company quality and superior performance standards are adhered to. They are also responsible for developing and implementing strategies and tactics that will increase and maintain client satisfaction and improve company productivity. This position must help develop business to grow the operation.

DUTIES AND RESPONSIBILITIES

1. Team Development - Work in unison with the Exchange Team to facilitate exchanges while supporting team members’ growth and goals within the Company.
  1. Ensure all company Policies and Procedures are followed to maintain company and IRC Section 1031 Regulations compliance.
  2. Manage assigned exchange files and oversee the transactions of team members. Ensure an equitable distribution of files.
  3. Regularly review each Exchange Officers’ workload to ensure timely preparation of documents, receipt of required items and necessary follow-up. Ensure document summaries are sent within 5 days of completion of exchange, timely preparation of 45/180 day letters, receipt of timely 45-Day Identifications and release of funds when required at end of exchange.
  4. Manage expectation of timely responses by Exchange Team to inquiries and questions from clients and his/her agents and/or advisors and complete necessary follow-up and recording discussion in client contact history.
  5. Create audit preparedness for client including a significant electronic document trail and detailed summarization of all discussions with clients and their agents and/or advisors.
  6. Adequately track status of Exchange Team to manage workflow as well as team and branch priorities.
  7. Maintain high levels of exceptional communication between the Exchange Team, Banking Team and President to create a cohesive team.
  8. Coach individual team members to develop career goals, ensure growth, provide recognition and reward.
  9. Provide input on the hiring, training, promotion, corrective action, and termination of branch Exchange Team.
  10. Prepare performance reviews with assistance from senior management.
  11. Approve and track paid time off (PTO) requests by members of branch Exchange Team. Ensure adequate coverage while team members have PTO. Support from senior management will be provided when the branch manager has PTO.
  12. Utilize continuous performance measurement software for regular check-ins with team members.
2. Operational Efficiency – Show diligence about minimizing company expenses and maximizing profitability as well as client’s return on funds.
  1. Develop a branch budget and sales/marketing plan, implement plan and monitor progress.
  2. Review branch financials monthly with senior leadership.
  3. Monitor and identify areas in which new processes could be implemented to increase automation or efficiency.
  4. Collaborate with members of the Leadership Team on development and execution of Strategic Plan for the branch.
3. Growth and Business Development - Responsible for growth of branch revenue.
  1. Develop plan for growth and goals for branch with appropriate timelines and follow-up.
  2. Assist with business development efforts through participation in various allied professional associations, networking events, trade shows, presentations, and various sales meetings.
  3. Accurately track referral sources.
  4. Follow up with referral sources as appropriate by sending thank you notes and/or gifts.
  5. Meet with Leadership monthly to review status of growth and business development goals.
4. Client Experience – Ensure the Exchange Team consistently delivers an exceptional exchange experience made easy.
  1. Monitor results of Exchange Performance Evaluations returned by clients and share with team.
    1. Ensure that surveys reflect a positive interaction with the Exchange Team. Follow up as appropriate.
  2. Identify ways in which team can more effectively communicate with different types of clients and advisors to meet their needs in a personalized manner.

REQUIREMENTS, KNOWLEDGE, SKILLS AND ABILITIES

  1. Obsessive attention to detail.
  2. Ability to prioritize and work under time deadlines.
  3. Knowledge of real estate closing procedures.
  4. Demonstrated ability to meet team and corporate objectives.
  5. Meet regularly with President and CEO.
  6. Participate on Leadership Committee and Strategic Planning Committee.
  7. Participate on Policy and Procedures Committee.
  8. Be available for urgent client or team needs outside traditional business hours as needed.
  9. Attend company and/or industry seminars, sponsored events and/or training opportunities. Some may be held during evening or weekend hours and/or involve out-of-town or overnight travel.
  10. Ability to communicate effectively both orally and in writing, in person and by telephone.
  11. Good decision-making skills.
  12. Strong analytical and reasoning abilities.

EDUCATION, EXPERIENCE AND LICENSING

Experience in the 1031 exchange industry is required. Two years of management experience in 1031 exchange industry is required.

CERTIFICATES, LICENSES, REGISTRATIONS

Law degree or paralegal certificate helpful. Expected to obtain CES® designation upon eligibility.

COMPUTER SKILLS

Familiarity with Microsoft Office Suite is required. Knowledge of Microsoft Dynamics beneficial.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Ability to drive to out-of-office consultations, closings, company meetings, seminars and/or training. Occasional out of town and/or overnight travel required as well as evening or weekend hours. Occasionally required to lift up to 25 pounds.