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1031 Exchange Coordinator

TowneBank · Southern Shores, North Carolina, United States

Location
Southern Shores
Job Type
Full Time
Posted
July 02, 2026

Job Description

Primary Purpose:

Provides exchange services to members in a manner that reflects the priorities, mission, goals and values of Towne Exchange, LLC and TowneBank.


The good-faith compensation range for this role is expected to be $, to $,, based on the role, market, internal equity, and candidate qualifications.


Essential Responsibilities:

  • Coordinates with the taxpayer’s attorney and/or tax advisor and provides exchange transaction documentation as needed so that the exchange rules and regulations are thoroughly understood.

  • Prepares the necessary exchange documentation which includes exchange agreement, assignment agreements, notice of assignment, exchange account forms, and instructions to the closing officers.
  • Handle acceptance and disbursement of funds in accordance with rules.
  • Holds and protects exchange proceeds on behalf of the taxpayer until exchange funds are needed to purchase the replacement prop...

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