Senior Reverse Exchange Officer (Remote)
Posted Sep 25, 2026 · We last checked this listing on Oct 6, 2026
Likely interview questions for this role
Written from this job description, not a generic list. Each one notes what the interviewer is really checking.
About your past
Tell me about a complex exchange you managed from start to finish.
What they are checking: Whether they have real experience guiding exchanges through closing with many parties involved.
How do you work with escrow officers and closers to make sure exchange documents are right at closing?
What they are checking: Whether they coordinate well with internal teams, since errors at closing can disqualify an exchange.
Tell me about a time you caught an error in exchange documents before it caused a problem.
What they are checking: Whether they are careful with documentation, where small mistakes carry large tax consequences.
What would you do
The 45-day identification deadline is two days away and the client hasn't identified the relinquished property. What do you do?
What they are checking: Whether they manage hard tax deadlines proactively and communicate the risks clearly to the client.
A client's CPA and attorney give you conflicting instructions on a transaction. How do you handle it?
What they are checking: Whether they coordinate advisors without giving tax or legal advice themselves.
How would you explain a reverse exchange to a commercial investor who has never done one?
What they are checking: Whether they can make a complex structure clear without overstepping into tax advice.
About the work
Walk me through how a reverse 1031 exchange works and how it differs from a forward exchange.
What they are checking: Whether they truly understand reverse exchange mechanics, which are the core of this role.
How does an exchange accommodation titleholder fit into a reverse exchange, and what does it hold?
What they are checking: Whether they understand the parking arrangement that makes a reverse exchange work under the safe harbor rules.
What happens to the client's tax deferral if the 180-day period runs out before the exchange is complete?
What they are checking: Whether they understand the consequences of missed timelines and can explain them to clients.
How do you keep many exchanges organized when each has its own hard deadlines?
What they are checking: Whether they have strong tracking systems for deadlines that cannot be extended.
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As published by First American.