Client Services & Transaction Coordinator

Title Financial Corporation

Blackfoot, IDFull time
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Location
Blackfoot, ID
Job type
Full time
Posted
Oct 9
10 days ago
Career path

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About the company

Title Financial Corporation

Insurance · 201 to 500 employees

Title Financial Specialty Services (TFSS) is a subsidiary of Title Financial Corporation (TFC), a family-owned company offering trusted real estate and financial services since 1905. We are known for developing long-term careers and fostering a culture where Everyone Counts, we do the Right Thing, we Take the Smart Risk, Attitude is Everything, and Everyone Has the Opportunity to Make a Difference.

Title Financial Corporation on LinkedIn

What you'll do

  • Gather the information needed to open and process 1031 exchange files from inception through completion
  • Prepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentation
  • Monitor and fulfill applicable IRS documentation and timing requirements
  • Research and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountants
  • Maintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping support
  • Communicate clearly and professionally by phone, in person, and through written correspondence

What you need

  • Family-owned organization with a long history of employee longevity
  • Supportive, collaborative team culture with meaningful career development
  • Engaging work that combines service, problem-solving, and attention to detail
  • Opportunity to build specialized knowledge in 1031 exchanges
  • Education: a high school diploma

Key skills

1031 exchangesMicrosoft Officeorganizationattention to detailtime managementwritten and verbal communicationactive listeningcustomer serviceanalytical thinkingproblem-solvingsound judgmentrecordkeeping

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Perks

  • Medical, dental, and vision insurance
  • Basic life insurance
  • short-term disability
  • 401(k)
  • Early paycheck access
  • discount on closing fees
  • telehealth and wellness program
  • Pet insurance

See full description on company page, apply now

Read the full posting here
Title Financial Specialty Services (TFSS) is a subsidiary of Title Financial Corporation (TFC), a family-owned company offering trusted real estate and financial services since 1905. We are known for developing long-term careers and fostering a culture where Everyone Counts, we do the Right Thing, we Take the Smart Risk, Attitude is Everything, and Everyone Has the Opportunity to Make a Difference. This position is located in Blackfoot, ID. We are looking for a motivated, resourceful 1031 Exchange Coordinator to manage exchange files from inception through completion. This role prepares accurate documentation, tracks critical IRS time requirements, supports complex transactions, and communicates with clients and professional partners throughout the exchange process. Why You Will Love Working HereFamily-owned organization with a long history of employee longevity Supportive, collaborative team culture with meaningful career development Engaging work that combines service, problem-solving, and attention to detail Opportunity to build specialized knowledge in 1031 exchanges Key ResponsibilitiesGather the information needed to open and process 1031 exchange files from inception through completion Prepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentation Monitor and fulfill applicable IRS documentation and timing requirements Research and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountants Maintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping support Communicate clearly and professionally by phone, in person, and through written correspondence What We Are Looking ForYou naturally see the bigger picture while staying focused on the details. You are observant, recognize what the team and clients need, and take time to understand the complete picture before acting. You bring positive energy, build trust, and listen carefully to different perspectives. You are adaptable, resourceful, and motivated to find solutions, improve processes, and help the team succeed. Excellent organization, attention to detail, and time management Strong written and verbal communication, active listening, and customer service skills Ability to build collaborative working relationships with clients, partners, and team members Analytical thinking, sound judgment, and a practical problem-solving approach Ability to prioritize work, adjust to changing needs, and remain effective during complex or occasionally stressful transactions A continuous improvement mindset with a willingness to learn, refine processes, and support team performance Proficiency with Microsoft Office or related software and the ability to learn new programs RequirementsMust be at least 18 years old High school diploma or equivalent At least two years of related experience Valid driver’s license and ability to pass an MVR and background check Ability to sit at a desk and work on a computer for extended periods Ability to lift up to 15 pounds at times BenefitsWe offer a competitive and comprehensive benefits package, including: Medical, dental, and vision insurance Basic life insurance and short-term disability 401(k) with competitive discretionary match Early paycheck access and a discount on closing fees Company-provided telehealth and wellness program Pet insurance and other voluntary plans, including accident and hospital coverage 24 hours of FTO on your first paycheck, with additional accrual for three weeks of annual FTO 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more Equal Opportunity EmployerTitle Financial Specialty Services and Title Financial Corporation are equal opportunity employers. Reasonable accommodation is available. Offers of employment are contingent upon passing a background check and MVR.

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