1031 Exchange Coordinator - Braintree, MA
 Berkshire Bank | |
 United States, Massachusetts, Braintree | |
 Oct 28, 2026 | |
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Division: Commercial
Department: 1031 Exchange Reports to: Director of Specialty Deposits Status: Non-Exempt / Non-Officer Grade: 8 Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Braintree, MA Purpose/Objective: Manages and tracks all aspects of section 1031 exchanges from client in-take to creation of documents and coordination of closings. Interacts with clients and their representatives as well as internal bank colleagues to efficiently and accurately set-up, manage and close exchange transactions. The selected candidate will receive comprehensive training and ongoing support to develop the knowledge and skills necessary to succeed within the position. After successfully completing 3 months of employment the employee will have the opportunity to transition to a hybrid work schedule subject to manager approval. Key Accountabilities: * Communicate with clients, attorneys and other parties via phone and email to coordinate transactions, signatures and required documentation * Prepare accurate exchange documents from templates within Salesforce * Prepare invoices and track invoice payments and receivables within Salesforce * Open 1031 escrow accounts and process wires * Accurately enter and update information in the transaction database within Salesforce * Monitor key exchange deadlines * Develop an understanding of basic requirements of 1031 exchanges Education: * Associate's degree or equivalent experience Experience: * 1-3 years of experience in banking, legal, financial services or administrative support preferred but not required Skills & Knowledge: * Strong organizational skills and attention to detail * Excellent written and verbal communication skills * Proficiency with Microsoft Word and Microsoft Outlook * Demonstrated ability to communicate professionally and courteously * Strong time management and ability to prioritize multiple tasks * Reliable, adaptable and willing to take initiative * Motivated and eager to learn and receptive to feedback * Professional demeanor and positive attitude * Ability to work independently and collaboratively within a team Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com. | |