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Client Services & Transaction Coordinator

Date Posted: Oct 10, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Blackfoot, Idaho, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jan 09, 2027

Job Description

Overview

Title Financial Specialty Services (TFSS) is a subsidiary of Title Financial Corporation (TFC), a family-owned company offering trusted real estate and financial services since 1905. We are known for developing long-term careers and fostering a culture where Everyone Counts, we do the Right Thing, we Take the Smart Risk, Attitude is Everything, and Everyone Has the Opportunity to Make a Difference.This position is located in Blackfoot, ID.We are looking for a motivated, resourceful 1031 Exchange Coordinator to manage exchange files from inception through completion. This role prepares accurate documentation, tracks critical IRS time requirements, supports complex transactions, and communicates with clients and professional partners throughout the exchange process.Why You Will Love Working Here Family-owned organization with a long history of employee longevitySupportive, collaborative team culture with meaningful career developmentEngaging work that combines service, problem-solving, and attention to detailOpportunity to build specialized knowledge in 1031 exchanges Key Responsibilities Gather the information needed to open and process 1031 exchange files from inception through completionPrepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentationMonitor and fulfill applicable IRS documentation and timing requirementsResearch and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountantsMaintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping supportCommunicate clearly and professionally by phone, in person, and through written correspondence What We Are Looking ForYou naturally see the bigger picture while staying focused on the details. You are observant, recognize what the team and clients need, and take time to understand the complete picture before acting. You bring positive energy, build trust, and listen carefully to different perspectives. You are adaptable, resourceful, and motivated to find solutions, improve processes, and help the team succeed. Excellent organization, attention to detail, and time managementStrong written and verbal communication, active listening, and customer service skillsAbility to build collaborative working relationships with clients, partners, and team membersAnalytical thinking, sound judgment, and a practical problem-solving approachAbility to prioritize work, adjust to changing needs, and remain effective during complex or occasionally stressful transactionsA continuous improvement mindset with a willingness to learn, refine processes, and support team performanceProficiency with Microsoft Office or related software and the ability to learn new programs Requirements Must be at least 18 years oldHigh school diploma or equivalentAt least two years of related experienceValid driver's license and ability to pass an MVR and background checkAbility to sit at a desk and work on a computer for extended periodsAbility to lift up to 15 pounds at times BenefitsWe offer a competitive and comprehensive benefits package, including: Medical, dental, and vision insuranceBasic life insurance and short-term disability401(k) with competitive discretionary matchEarly paycheck access and a discount on closing feesCompany-provided telehealth and wellness programPet insurance and other voluntary plans, including accident and hospital coverage24 hours of FTO on your first paycheck, with additional accrual for three weeks of annual FTO11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more Equal Opportunity EmployerTitle Financial Specialty Services and Title Financial Corporation are equal opportunity employers. Reasonable accommodation is available. Offers of employment are contingent upon passing a background check and MVR.PI0ad0-0023

Key responsibilities

Not specified in the original listing.

Required skills

  • Call Centre / CustomerService

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Billingstad, Montana, United States of America

Title Financial Corporation (TFC) has been providing exceptional title and escrow services since 1905. Being a family-owned company, TFC values growth and development for its employees, fostering a culture where everyone counts and integrity matters. Read More

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