Beacon Bank
The 1031 Exchange Coordinator manages and tracks all aspects of section 1031 exchanges, from client intake to document creation and closing coordination. This role involves interacting with clients, their representatives, and internal bank colleagues to efficiently set up, manage, and close exchange transactions. The position requires strong organizational skills, attention to detail, and proficiency with various software tools to handle documentation and database management.
Beacon Bank offers tailored loans, money management, checking and savings accounts for individuals and business in MA, CT, VT, NY and RI. Get started.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Beacon Bank.
Beacon Bank didn’t post a salary, so this is our estimate from similar listings.
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