1031 Exchange Coordinator - Braintree, MA na Brookline Bancorp, Inc.

About Brookline Bank

Brookline Bancorp, Inc. is a multi-bank holding company for Brookline Bank, Bank Rhode Island, PCSB Bank and their subsidiaries. Headquartered in Boston, Massachusetts, the Company has $11 billion in assets and branches throughout Massachusetts, Rhode Island, and New York. As a commercially-focused financial institution, the Company, through its banks, offers a wide range of commercial, business and retail banking services, including a full complement of cash management products, on-line banking services, consumer and residential loans and investment services designed to meet the financial needs of small-to mid-sized businesses and retail customers. The Company also provides equipment financing through its Eastern Funding subsidiary.

What is Brookline Bank’s most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k.  We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork.  Brookline Bank provides a great working environment that offers opportunities for advancement.  

We are currently seeking a 1031 Exchange Coordinator to join the team in our Braintree office.  This role 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. Brookline Bank is looking for someone who is organized, detail oriented, and has experience in a banking or legal environment.  

Please apply today if you are interested in joining our team!

Principal Duties & Responsibilities

•     Prepare accurate exchange documents from templates and from previous versions.

•     Revise exchange documents and be able to accurately track changes.

•     Communicate by phone, email and in writing with clients, their representatives (attorney) and other parties involved in the transaction to collect information, provide information, obtain signature pages and send documents.

•     Timely and accurate organization and maintenance of electronic and paper files.

•     Prepare invoices and track invoice payments and receivables.

•     Accurately enter information in the transaction database, Salesforce experience a plus 

•     Monitor key exchange deadlines.

•     Obtain customer CIP information including tax ID numbers and organizational documents.

•     Develop an understanding of basic requirements of 1031 exchanges.

Job Specifications 

• 3- 5 years of experience in a fast pace banking, legal or administrative support environment
• Excellent organizational skills and attention to detail in a fast pace environment is required
• Excellent written and telephone communication skills.
• High degree of proficiency with Microsoft Word and Microsoft Outlook
• Familiarity with and ability to function within a MS Access database
• Excellent proofreading and analytical skills
• Proficiency with Adobe Acrobat X Pro    
• Proficiency with Windows XP Operating System, including opening and saving of shared documents on a network computer
• Demonstrated ability to communicate professionally and courteously
• Ability to simultaneously work on multiple tasks