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Truist Real Estate Paralegal/Exchange Coordinator 
United States, New York 
383557522

14.07.2024

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:

This is an excellent entry level position for a paralegal with real estate experience or young real estate professional to grow with us and to develop as a professional. In this role, you will become proficient in a highly specialized area of real estate transactions and you will develop other transferable career skills. We strive to maintain a collaborative, collegial, and supportive work environment. An understanding of IRC Section 1031 Exchanges is a valuable tool for any aspiring real estate or tax professional.

Essential Functions & Responsibilities:

  • Develop a general understanding of the 1031 exchange rules to enable basic processing of the transactions;
  • Coordination with the sales team and clients to secure client engagements;
  • Preparation of exchange documents and related coordination with clients and their advisors;
  • Management of high volume transactions;
  • Calendar management tracking critical dates and follow up accordingly;
  • Extensive verbal and written communication to coordinate with clients, their representatives and other parties involved in transactions;
  • Maintaining client files, account statements, balancing of escrow accounts and providing administrative support;
  • Verification of wire disbursements with clients and third party recipients.

Requirements:

  • Demonstrate proficiency utilizing Word and Excel;
  • Excellent time management skills and ability to multi-task and prioritize work;
  • Demonstrate a high level of customer service;
  • Strong organizational skills and attention to detail a must;
  • Excellent verbal and written communications and public relations skills;
  • Strong analytical, interpersonal, and communication skills;
  • Must possess a strong work ethic;
  • Experience with tax and real estate concepts preferred, but not required;
  • Detail-oriented and professional; able to handle confidential information.

Job Type: Full-time

Experience:

  • Real Estate: 1 year (Preferred)
  • Paralegal: 1 year (Required)

Education:

  • Bachelor’s degree (Preferred)
  • Paralegal Certificate (Preferred)

Schedule: Monday to Friday

  • Healthinsurance
  • Dentalinsurance
  • Visioninsurance
  • Employer Paid Lifeinsurance
  • Employer PaidLTD
  • Paid TimeOff
  • 401(k)
  • 401(k) EmployerMatch
  • Flexible SpendingAccount
  • Health SavingsAccount
  • Employee AssistanceProgram


What we do:

The annual base salary for this position is $50,000 - $60,000