Courtney Bickers
1031 Exchange Coordinator
Mooresville,NC
Summary
Detail-oriented and versatile professional with expertise spanning real estate transactions, 1031 exchanges, and estate administration. Adept Transaction Coordinator skilled in managing transactions from start to finish, ensuring precision and adherence to timelines. Extensive knowledge in 1031 exchanges, guiding clients through complexities while explaining rules and potential benefits. Additionally, proficient Legal Assistant with strong capabilities in legal research, document drafting, and client interaction, adding depth to administrative and legal support functions.
Overview
10
10
years of professional experience
Work History
1031 Exchange Coordinator
Asset Preservation
06.2025 - Current
- Client Consultation : Provide expert advice and consultation to clients, explaining rules, requirements, and benefits of 1031 exchanges.
- Transaction Management : Oversee entire exchange process, coordinating with professionals for smooth transactions.
- Compliance & Documentation : Ensure IRS compliance, review and prepare necessary documentation for exchanges.
- Due Diligence : Conduct thorough assessments of replacement properties, analyzing financial aspects and advising clients.
- Client Education : Educate clients on advantages and risks, keeping them informed about relevant tax law changes.
- Intermediary Coordination : Work closely with intermediaries to ensure proper fund handling and compliance.
- Reporting & Recordkeeping : Maintain accurate records, generating reports for stakeholders.
1031 Exchange Coordinator
Old Republic Exchange
06.2022 - 06.2025
- Client Consultation : Provide expert advice and consultation to clients, explaining rules, requirements, and benefits of 1031 exchanges.
- Transaction Management : Oversee entire exchange process, coordinating with professionals for smooth transactions.
- Compliance & Documentation : Ensure IRS compliance, review and prepare necessary documentation for exchanges.
- Due Diligence : Conduct thorough assessments of replacement properties, analyzing financial aspects and advising clients.
- Client Education : Educate clients on advantages and risks, keeping them informed about relevant tax law changes.
- Intermediary Coordination : Work closely with intermediaries to ensure proper fund handling and compliance.
- Reporting & Recordkeeping : Maintain accurate records, generating reports for stakeholders.
Real Estate Transaction Coordinator
Mossy Oak Properties
08.2019 - 06.2022
- Transaction Monitoring : Track timelines, identify and address potential delays or obstacles.
- Coordination & Management : Manage all aspects of transactions, from contract to close.
- Document Management : Collect and process necessary documentation accurately, maintain secure electronic filing systems.
- CRM Utilization : Input and update client information, utilize CRM data for reporting and efficiency improvements.
Legal Assistant
Kellogg and Evans, PA
01.2016 - 06.2019
- Real Estate Transactions : Assist in document preparation/review, coordinate communication between parties, conduct due diligence.
- Estate Administration : Support attorneys in probate and trust matters, prepare legal documents, communicate with clients and financial institutions.
- Legal Research & Drafting : Conduct research, summarize findings, draft contracts, deeds, wills, etc., ensuring accuracy and completeness.
- Client Interaction & Case Management : Serve as client point of contact, maintain professionalism and confidentiality, organize case files, monitor deadlines.
- Administrative Support : Provide general administrative support, schedule appointments, manage calendars, handle correspondence, and coordinate meetings.
Education
Associate in Science (A.S.) -
College of the Albemarle
Manteo, NCSkills
- Proficient in Microsoft Office Suite
- G-Suite proficiency
- Accurate transaction tracking
- Effective calendar coordination
- Office administration support
- Project execution management
- Meticulous attention to specifics
- Effective time management
- Real estate expertise
- Understanding of legal principles
Timeline
1031 Exchange Coordinator
Asset Preservation
06.2025 - Current
1031 Exchange Coordinator
Old Republic Exchange
06.2022 - 06.2025
Real Estate Transaction Coordinator
Mossy Oak Properties
08.2019 - 06.2022
Legal Assistant
Kellogg and Evans, PA
01.2016 - 06.2019
Associate in Science (A.S.) -
College of the Albemarle
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