Relationship Manager - Exchange Coordinator

Countryside Bank

Base: $71,000 - $92,000; bonus/equity: eligible fo...
Bachelor's degree in business finance or accounting
3-5 years experience in title escrow or real estate
Exceptional verbal and written communication skills
The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions

Job Summary

  • The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions.
  • Wintrust Wealth Management serves high net worth individuals and institutions with comprehensive wealth management solutions including investment and trust services.
  • Employees receive a comprehensive benefits package including medical insurance, 401(k) with company match, and employee stock purchase plan.

Matching Summary

The role involves working directly with clients on IRC Section 1031 tax-deferred exchanges and managing a portfolio of transactions.

Salary

Base: $71,000 - $92,000; Bonus/Equity: Eligible for annual bonus; Benefits: Medical, Dental, Vision, Life, 401(k) match, FSA, ESPP

Skills & Requirements

Must-have

  • Bachelor's degree in business finance or accounting
  • 3-5 years experience in title escrow or real estate
  • Exceptional verbal and written communication skills

Nice-to-have

  • Strong interpersonal skills for client relationship building
  • Proven ability to work within a team environment
  • Excellent organizational skills for workflow management

Key Requirements

  • Bachelor's degree required
  • 3-5 years in title escrow or real estate
  • Proficiency with Microsoft Office Suite

Work Rights

Not specified

Tailored Resume

Cover Letter