Relationship Manager - Exchange Coordinator

BankGlenview

Chicago, IL, United States
Base: $71,000 - $92,000; bonus/equity: eligibility...
Manage a portfolio of transactions
Process incoming and outgoing wires
Prepare and review exchange documents
Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions

Job Summary

  • Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.
  • Develop and maintain relationships with attorneys and centers of influence for business referrals.
  • Wintrust offers a comprehensive benefits package including medical, dental, vision, life insurance, disability insurance, parental leave, and a 401(k) with company match.

Matching Summary

Work directly with clients on IRC Section 1031 tax-deferred exchanges and manage a portfolio of transactions.

Salary

Base: $71,000 - $92,000; Bonus/Equity: eligibility to earn an annual bonus; Benefits: Medical, Dental, Vision, Life insurance, AD&D, Disability Insurance, Parental Leave, EAP, 401(k) with match, FSA, ESPP, Critical Illness, Accident Insurance, Transportation, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • manage a portfolio of transactions
  • process incoming and outgoing wires
  • prepare and review exchange documents
  • client relationship management

Nice-to-have

  • establish client relationships
  • working within a team environment
  • proactively manage and prioritize workflow

Key Requirements

  • Bachelor's degree in business, finance, or accounting
  • 3-5 years working in title, escrow, or real estate
  • Specific knowledge of IRC Section 1031
  • Exceptional verbal and written communication skills
  • Strong interpersonal skills
  • Excellent organizational skills
  • Proficient with Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

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