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First American Financial Corporation
Janae M., Senior Customer Service Representative

Janae M. Senior Customer Service Representative

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Exchange Assistant (Remote Possible)

Mandeville, Louisiana

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Job ID R035689 Date posted Jun. 16, 2022 Category Escrow Employment Type Full Time

Company Summary

Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for six consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit

Job Summary

Assist Exchange Officers and work with local and national internal and external customers to open, process, and close 1031 tax-deferred exchanges.

Essential Functions

Open Exchanges – handle or assist the exchange officers in the following:

  • Develop proficiency in 1031 rules and ability to answer customer questions
  • 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

Process – handle or assist the exchange officers in the following:

  • Monitor time deadlines and closing dates
  • Handle all accounting for the exchange files
  • Manage exchange process in a timely manner

Closing – handle or assist the exchange officers in the following:

  • 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

Customer Service/Business Development

  • 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

Knowledge and Skills/Technology Used

  • Working knowledge of fundamental concepts, practices and procedures of department/field
  • Good verbal and written communication skills
  • Establishes effective working relationships at the work group level

Typical Education

  • High School diploma or equivalent

Typical Range of Experience

  • 1-3 years of administrative experience
  • Experience as an escrow officer or assistant is preferred but not required

First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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