1031 Exchange Coordinator

TowneBank

📍 Charlotte, North Carolina, United States 💼 Full Time 🕒 Posted July 02, 2026

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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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Job Details

Location Charlotte, North Carolina
Job Type Full Time
Category Financial Clerks
Posted Date July 02, 2026
Application Deadline August 11, 2026