Client Services & Transaction Coordinator

Job Description

Job Description

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 longevity
• Supportive, collaborative team culture with meaningful career development
• Engaging work that combines service, problem-solving, and attention to detail
• Opportunity to build specialized knowledge in 1031 exchanges

Key Responsibilities

• Gather the information needed to open and process 1031 exchange files from inception through completion
• Prepare exchange agreements, assignments, improvement and lease agreements, deeds, notes, EIN requests, operating agreements, and other required documentation
• Monitor and fulfill applicable IRS documentation and timing requirements
• Research and organize information to respond to questions from clients, title companies, lenders, attorneys, and accountants
• Maintain accurate files and recordkeeping systems and provide clerical, administrative, and light bookkeeping support
• Communicate clearly and professionally by phone, in person, and through written correspondence

What We Are Looking For

You 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 management
• Strong written and verbal communication, active listening, and customer service skills
• Ability to build collaborative working relationships with clients, partners, and team members
• Analytical thinking, sound judgment, and a practical problem-solving approach
• Ability to prioritize work, adjust to changing needs, and remain effective during complex or occasionally stressful transactions
• A continuous improvement mindset with a willingness to learn, refine processes, and support team performance
• Proficiency with Microsoft Office or related software and the ability to learn new programs

Requirements

• Must be at least 18 years old
• High school diploma or equivalent
• At least two years of related experience
• Valid driver’s license and ability to pass an MVR and background check
• Ability to sit at a desk and work on a computer for extended periods
• Ability to lift up to 15 pounds at times

Benefits

We offer a competitive and comprehensive benefits package, including:

• Medical, dental, and vision insurance
• Basic life insurance and short-term disability
• 401(k) with competitive discretionary match
• Early paycheck access and a discount on closing fees
• Company-provided telehealth and wellness program
• Pet insurance and other voluntary plans, including accident and hospital coverage
• 24 hours of FTO on your first paycheck, with additional accrual for three weeks of annual FTO
• 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more

Equal Opportunity Employer

Title 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.