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Senior Exchange Lead - Client Solutions & Finance

Job in Santa Rosa, Sonoma County, California, 95402, USA
Listing for: First American
Full Time position
Listed on 2026-01-26
Job specializations:
  • Business
    Client Relationship Manager
Job Description & How to Apply Below
Position: Senior 1031 Exchange Lead - Client Solutions & Finance
A leading real estate services company in Santa Rosa seeks an Exchange Officer to manage tax-deferral real estate exchanges. This role requires supervising Exchange Assistants, reviewing complex agreements, and fostering client relationships for business growth. Candidates should have a high school diploma and 4+ years of related experience in customer service or accounting. The company offers a comprehensive benefits package in a supportive, diverse workplace.
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Position Requirements
10+ Years work experience
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