Exchange Officer Utah, Colorado, or California

Zions Bank recognizes that its success comes from the dedication experience and talents of its diverse employee base. As we usher in the next generation of banking were committed to being the premier employer of choice. Were proud to have ranked among American Banker magazines Best Banks to Work For almost every year since 2013 as Best Employer from Utahs Best of State among the Best Places to Work in Idaho and among the Salt Lake Tribunes Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

With benefits starting on day one 11 bank holidays profit sharing and company-matched 401(k) contributions Zions is committed to career growth and advancement. At Zions the possibilities are endless. You bring the talent; we bring the opportunity.

We are looking for an Exchange Officer to join our team in one of the several office locations in any of these cities and states. This position is a fully in office position located in one of these office locations:

• Midvale Utah

• San Diego California

• Denver Colorado

Ideal candidates will have these skills and experience :

• Service promote educate and coordinate 1031 tax-deferred exchanges for internal and external clients and prospects while supporting business development activities.

• Analyze structure coordinate review and monitor tax-deferred 1031 exchanges.

• Assist customers in preparing documentation and closing materials in compliance with tax regulations and local real estate closing practices.

• Stay current on tax legislation and requirements related to tax-deferred real estate exchanges.

• Open and maintain exchange accounts.

• Experience with Reverse and Improvement Exchanges preferred but not required

Qualifications :

• Bachelors degree required.

• Strong communication and problem-solving skills essential.

• Limited use and application of basic principles theories and concepts.

• Fundamental knowledge of real estate tax law and financial analysis.

• Excellent organizational communication analytical reconciliation and customer service skills.

• Proficiency in word processing spreadsheet and internet-based applications.

Benefits:

• Medical Dental and Vision Insurance - START DAY ONE!

• Life and Disability Insurance Paid Parental Leave and Adoption Assistance

• Health Savings (HSA) Flexible Spending (FSA) and dependent care accounts

• Paid Training Paid Time Off (PTO) and 11 Paid Federal Holidays and any applicable state holidays

• 401(k) plan with company match Profit Sharing competitive compensation in line with work experience

• Mental health benefits including coaching and therapy sessions

• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire

• Employee Ambassador preferred banking products

*This position is eligible to earn a base salary in the range of $70000 - $75000 annually depending on job-related factors such as level of experience and location.

Escrow Officers Invited to Apply!

Required Experience:

Unclear Seniority