Certified Exchange Specialist

Overview

We are seeking an experienced
1031 Exchange Facilitator / Qualified Intermediary (QI) to manage and coordinate like-kind exchanges from start to finish. This role is ideal for a detail-oriented professional who understands IRS 1031 regulations, thrives in a fast-paced transaction environment, and can confidently guide clients and partners through the exchange process.

The right candidate will have a strong operational foundation, excellent communication skills, and the ability to manage multiple exchanges simultaneously while ensuring full compliance and exceptional client service.

• Manage a pipeline of 1031 exchanges from initiation through completion, including forward exchanges and related documentation.
• Coordinate with clients, closing agents, attorneys, real estate professionals, and internal teams to ensure timelines and requirements are met.
• Track and monitor critical deadlines including the 45-day identification period and 180-day exchange period.
• Collect, review, and organize required documentation to ensure complete and compliant exchange files.
• Serve as the primary point of contact for exchange clients and transaction partners.
• Provide clear, professional guidance regarding exchange steps, required forms, and procedural requirements.
• Maintain timely communication throughout the transaction lifecycle to ensure a smooth experience.
• Prepare and manage exchange agreements, assignment documents, notices, identification letters, and closing-related paperwork.
• Maintain detailed tracking logs, exchange status updates, and client records in internal systems.
• Identify workflow improvements to enhance efficiency, reduce risk, and improve the client experience.

Minimum Qualifications

• Certified Exchange Specialist (CES) designation (required)
• 3+ years of experience in 1031 exchanges, qualified intermediary services, or direct exchange facilitation
• Strong working knowledge of 1031 exchange rules, timelines, and standard documentation
• Experience coordinating with escrow, title, attorneys, and real estate professionals
• Excellent written and verbal communication skills
• Strong attention to detail and ability to manage multiple files simultaneously
• High integrity and ability to handle sensitive financial and client information

Preferred Qualifications

• 5+ years of 1031 exchange/QI experience
• Experience with high transaction volume and managing complex pipelines
• Familiarity with exchange tracking systems, CRM tools, and digital file management
• Experience supporting more complex exchanges (reverse, improvement, build-to-suit) is a plus

What Success Looks Like in This Role

• Exchanges are processed accurately, on time, and in full compliance
• Clients and partners feel informed and supported throughout the process
• Documentation is complete, organized, and audit-ready
• Deadlines are proactively tracked and met without last-minute issues
• Communication is responsive, clear, and professional

• Medical, dental, and vision insurance
• 401(k)
• Paid time off + paid holidays
• Remote work flexibility
• Pay depends on experience. Great bonus potential