Talent.com
Exchange Officer

Exchange Officer

Bank Iowa CorporationWest Des Moines, Iowa, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Description : What You'll Be Doing

As an Exchange Officer at Bank Iowa you'll be responsible for managing the full lifecycle of Section 1031 exchange transactions, ensuring regulatory compliance, and delivering a high level of service. This role leads the strategic and operational execution of exchange activities and provides oversight and support to our Exchange Coordinators and Exchange Assistants. Furthermore, as an Exchange Officer you'll serve as a subject matter expert and liaison between exchangers, their advisors, and internal stakeholders to facilitate a smooth and compliant exchange.

Because 1031 exchanges involve strict IRS regulations and complex legal documentation, a Juris Doctor (JD) is essential for this role. The Exchange Officer must be able to interpret tax code, advise on compliance, and mitigate legal risk, ensuring every transaction is executed properly and our clients are protected. While a JD is ideal because of the legal complexity in 1031 exchanges, a CPA may also be considered for this role. That's because CPAs bring deep expertise in tax law, financial reporting, and compliance

Exchange Management

  • Oversee all aspects of the exchange process which include the following :
  • Exchanger and referral source intake and assigning the file to an Exchange Coordinator to assist.
  • Exchange structuring (with the consultation of Exchanger's advisors).
  • Exchange file and process oversight :
  • Handling issues which arise with exchanges
  • Collaborating with exchangers and their advisors (e.g., attorneys, accountants, real estate agents) to structure exchanges.
  • Assign files to Exchange Coordinators and provide ongoing oversight and support.
  • Ensuring compliance with all federal and state exchange laws.

Team Leadership & Oversight

  • Supervise and mentor Exchange Staff; conduct weekly review meetings to ensure accuracy, compliance, and service standards.
  • Provide support to other Exchange Officers as needed.
  • Maintain operational efficiency and continuously seek improvements in process and service delivery.
  • Requirements :

    Skills / Experience You'll Need

  • Juris Doctor (JD) or Certified Public Accountant (CPA) required.
  • Minimum of five (5) years of experience in legal and / or tax.
  • Strong leadership, problem-solving, and decision-making skills.
  • Excellent communication and interpersonal abilities.
  • High attention to detail and accuracy in documentation.
  • Ability to manage multiple transactions.
  • Our People-Centered Culture

    Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

    PIb1b72cff09db-35196-38142148

    serp_jobs.job_alerts.create_a_job

    Exchange Officer • West Des Moines, Iowa, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Exchange Officer

    Exchange Officer

    Bank Iowa CorporationWest Des Moines, IA, US
    serp_jobs.job_card.full_time
    As an Exchange Officer at Bank Iowa you'll be responsible for managing the full lifecycle of Section 1031 exchange transactions, ensuring regulatory compliance, and delivering a high level of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Security Officer - Front Lobby Receptionist

    Security Officer - Front Lobby Receptionist

    Allied UniversalJohnston, IA, United States
    serp_jobs.job_card.full_time
    Security Officer - Front Lobby Receptionist.Friday, Monday, Saturday, Sunday, Thursday.Allied Universal, North America's leading security and facility services company, offers rewarding careers tha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Cashiering Analyst II

    Cashiering Analyst II

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a Cashiering Analyst II to process mortgage payments and ensure compliance with regulatory requirements. Key Responsibilities Ensure timely and accurate posting of funds t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Home & Community Based Services Supervisor - In Office Position

    Home & Community Based Services Supervisor - In Office Position

    imagine the PossibilitiesWinterset, IA, United States
    serp_jobs.job_card.full_time +1
    This is an In Office Position • •.This role operates administratively in a.Home and Community-Based Services (HCBS) Setting. Iowans with functional, cognitive, and other physical or mental health need...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Escrow Officer

    Licensed Escrow Officer

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Escrow Officer.Key Responsibilities Manage escrow transactions from initiation to closing, ensuring compliance with regulations Coordinate with clients, le...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Exchange Officer

    Exchange Officer

    Bank Iowa Corporation CareersUrbandale, IA, United States
    serp_jobs.job_card.full_time
    Is this the role you are looking for If so read on for more details, and make sure to apply today.As an Exchange Officer at Bank Iowa you'll be responsible for managing the full lifecycle of Sectio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Exchange Officer

    Exchange Officer

    Bank IowaWest Des Moines, IA, United States
    serp_jobs.job_card.full_time
    As an Exchange Officer at Bank Iowa you'll be responsible for managing the full lifecycle of Section 1031 exchange transactions, ensuring regulatory compliance, and delivering a high level of servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Exchange Coordinator

    Exchange Coordinator

    Bank Iowa CorporationWest Des Moines, IA, US
    serp_jobs.job_card.full_time
    As an Exchange Coordinator, you’ll be the key support partner for our Exchange Officers—managing exchange files from intake through closing. You’ll ensure documents are accurate, t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Branch Sales Associate

    Branch Sales Associate

    Availa BankAmes, IA, United States
    serp_jobs.job_card.full_time
    Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Availa BankAmes, IA, United States
    serp_jobs.job_card.full_time
    Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our cl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Security Part-time Officer

    Security Part-time Officer

    Allied UniversalDes Moines, IA, United States
    serp_jobs.job_card.full_time +1
    Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborati...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Audit Officer

    Audit Officer

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for an Audit Officer.Key Responsibilities Plan and complete various risk-based internal audits in accordance with professional standards Provide leadership and supervision t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Operations Escrow Officer

    Operations Escrow Officer

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for an Operations Escrow Officer.Key Responsibilities Manage and oversee the escrow process from initiation to closing Coordinate with various stakeholders including lenders...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Travel Occupational Therapy Assistant - Certified - $1180.5 / Week

    Travel Occupational Therapy Assistant - Certified - $1180.5 / Week

    Cynet HealthNorwalk, IA, US
    serp_jobs.job_card.full_time
    Cynet Health is seeking an experienced Occupational Therapy Assistant - Certified for an exciting Travel Allied job in Norwalk, IA. Shift : 4x8 hr days Start Date : ASAP Duration : 13 weeks Pay : $1180....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Escrow Management Analyst

    Escrow Management Analyst

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for an Escrow Management Analyst I.Key Responsibilities Completes annual escrow analysis and ensures compliance with state and federal regulations Processes escrow account w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitAltoona, IA, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Certified Occupational Therapist Assistant (COTA) - $1,328 per week in Norwalk, IA

    Travel Certified Occupational Therapist Assistant (COTA) - $1,328 per week in Norwalk, IA

    AlliedTravelCareersNorwalk, IA, US
    serp_jobs.job_card.full_time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Certified Occupational Therapist Assistant (COTA) in Norwalk, Iowa, 50211!. Occupational Occupational Therapist Assistant...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Occupational Therapist (OT) - $1,234 per week in Norwalk, IA

    Travel Occupational Therapist (OT) - $1,234 per week in Norwalk, IA

    AlliedTravelCareersNorwalk, IA, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Mindlance Health to find a qualified Occupational Therapist (OT) in Norwalk, Iowa, 50211!. ID : 72304237 Shift : Mon-Fri, Days Description : MAKE SURE PRESCREEN IS F...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Security Officer Shipping Company

    Security Officer Shipping Company

    Allied UniversalDes Moines, IA, United States
    serp_jobs.job_card.full_time
    Security Officer Shipping Company.Friday, Monday, Saturday - Sunday, Tuesday.Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    ICD Closer

    ICD Closer

    VirtualVocationsDes Moines, Iowa, United States
    serp_jobs.job_card.full_time
    A company is looking for a TPO ICD Closer.Key Responsibilities Review the Title Commitment for accurate vesting Set up the Escrow Account by reviewing the Homeowners Policy and Tax Certificate ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day