1031 Exchange Client Liaison

Position Summary:
The Client Liaison is responsible for outside sales, which includes identifying, developing, and maintaining relationships between the company and clients. This position acts as an advocate for both internal and external clients. The Client Liaison is responsible for ongoing communication between internal and external constituents.

Responsibilities:

• Assures compliance with all state 1031 regulations and Washington Department of Revenue regulations; prepares and submits state licensing renewal forms for those states with licensing requirements.
• Stays current on all federal and state 1031 regulations.
• Develops and maintains a working knowledge of 1031 exchanges and escrow services.
• Provides information about 1031 exchange regulations to potential clients. Assists with proposed 1031 exchanges and helps clients to navigate ( understand) the exchange structure as it applies to the transaction.
• Refers to and interprets procedures, etc. from the industry manual when unusual situations arise; may consult, after communicating with Exchange team and as directed by the 1031 Lead or CEO, with other Ql's in the industry, the client's attorney and/or Certified Public Accountant (CPA) regarding specialized transactions.
• Manages 1031 exchange deadlines in a timely manner.
• Supports and aligns with Company Core Values; service, integrity, teamwork, trust & respect, accountability and profitability.
• Works the number of hours as required to meet the business needs and consistently works preestablished work schedule.
• May perform other duties as assigned by the 1031 Lead or CEO.
• Manage and develop client relationships to ensure future transactions.
• Listens to external customers for needs and proposes products or solutions to meet their needs.
• Engages in regular communication on the status of transactions, keeping external customers updated on the status of their transactions.
• Identifies opportunities to increase market share, coordinating with leadership and internal staff to address opportunities.
• Receives and manages customer complaints, including researching the complaint internally, identifying areas for learning and education, and communication with the client on progress and resolution.
• In collaboration with leadership, develops and upholds company branding standards and represents the company in accordance with these standards.
• Coordinates territory and contacts with other Client Liaisons to provide the best support for customers.
• Generates customer service products and delivers same to customers in a timely fashion.
• Perform other duties as assigned by manager.

Accountabilities:

• Communicate effectively with clients, escrow officers, loan officers, realtors, CPAs, and lawyers defining the exchange process, clarifying roles and regulatory expectations while maintaining qualified intermediary position.
• Meet multiple established deadlines.
• Consistently scrutinize requests to discern credibility.
• Be highly attentive to client goals, timelines, and variable processes.
• Demonstrates effective time management and achieves all duties efficiently.
• Tracks contacts from prospect, lead, customer, to client, and documents contacts.
• Demonstrates a collaborative attitude in understanding customer complaints.
• Maintains positive relationships with internal staff and is seen as an advocate for the team with external customers.
• Communicates daily with office staff in their location, schedule and availability.
• Works overtime and evenings, as needed, to meet work objectives. ALL OVERTIME MUST BE APPROVED BY THE MANAGER.

Qualifications:

• Able to follow all company procedures and policies including meeting the company customer service expectations. The Company policies and procedures are generally outlined in the Employee Handbook. No Employee Handbook can address every situation in the workplace. The Company reserves the right to interpret, modify, or supplement the provisions of the handbook at any time.
• High School diploma, GED or significant work experience.
• Knowledge of Microsoft Office applications.
• Availability to work some evenings and weekends.
• Ability to read and interpret documents.
• Detail-oriented and professional; able to handle confidential information.
• Effective communication - both verbal and written.
• Ability to build and maintain productive customer relationships.
• Current Notary Public or bondable.
• Knowledge of sales techniques, branding, and marketing.
• Knowledge of title insurance, 1031 tax deferred exchanges, and escrow.
• At least two years of experience in outside sales or customer service.
• Must have a valid driver's license, properly insured, and be able to pass a company background check.
• Excellent leadership and teamwork skills coupled with communication and human relation skills.
• Proven customer retention abilities.
• Must have the ability to learn and apply Company's sales processes and methodology.
• Strong written and verbal communication skills.
• Computer lite racy required; proficient in Company Exchange Application, MS Word and Excel, working knowledge of Internet.
• Ability to use computer, telephone, copier, fax, scanner, printer, and 1031 exchange software.
• Excellent math skills, process orientation skills and attention to detail.
• Ability to juggle priorities and meet multiple, tight deadlines.
• Understanding and commitment to total quality, unsurpassed customer service and teamwork.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Mount Vernon, WA 98273: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer Service: 1 year (Preferred)
• Tax accounting: 1 year (Preferred)

Work Location: In person

Salary : $47,700 - $60,400