Post exchange manager job description
Updated March 14, 2024
11 min read
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Example post exchange manager requirements on a job description
Post exchange manager requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in post exchange manager job postings.
Sample post exchange manager requirements
- Bachelor's degree in Accounting, Business, or related field.
- Minimum 3 years of post exchange experience.
- Proficiency in MS Office Suite.
- Knowledge of inventory control systems.
- Expertise in financial and retail operations.
Sample required post exchange manager soft skills
- Excellent customer service and communication skills.
- Strong organizational and problem solving abilities.
- Highly detail oriented with excellent follow-through.
- Ability to multi-task and manage multiple projects.
- Flexibility to work in a fast-paced, team environment.
Post exchange manager job description example 1
First American Financial post exchange manager job description
Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for seven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
Directs the daily operations of a team or teams, including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax deferred exchange transactions across a geographic area that can be local, regional, and national in scope. The role is multi-faceted with administrative, operational, and sales components, including the hiring, training, supervising, and developing of personnel who can work as a team and achieve business, professional, and personal development. As needed, an Exchange Manager will work directly with a wide range of people, which can include clients, tax advisors, title companies, escrow or settlement agents, real estate agents, and others. The ideal candidate will also ensure compliance to established operating practices, staff training, preparation of related reports, and audits of current performance in monitoring of operational efficiency.
Essential Functions
* Oversees branch operation's profitability and communicating and implementing the company's goals and objectives. Monitors and reports on profitability for assigned geographic area(s). Interprets financial data and makes adjustments in order to effectively manage expenses and achieve profitability.
* Manages a team or teams. Responsible for coaching, mentoring, hiring, and training of all branch exchange personnel. Delegates assignments, provides development opportunities. Manages workflow and resolves escalated issues.
* Aligns branch goals with business unit goals. Provides input to Senior Management.
* Develops new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors.
* Maintains existing client base and manages ongoing client and business relationships.
* Works with internal and external customers to manage all aspects of 1031 exchange transactions.
* Answers questions and provides guidance regarding services, policies or specific transactions.
Knowledge and Skills/Technology Used
* Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges
* Proficient in computer skills
* Strong capacity to communicate the company's direction and set aligned goals. Provides resources and creates systems to measure results. Familiar with competitor, financial and industry dynamics.
* Actively recruits, retains and develops talent and holds employees accountable for results. Leads change, manages conflict and fosters collaboration.
* Drives and models customer loyalty, manages customer expectations, solicits customer feedback and ensures commitments are met.
* Provides others with reliable information and delivers informative and persuasive presentations. Uses good listening skills and negotiates effectively.
* Collaboratively engages with leaders to create, identify, and implement solutions to further effectiveness of the business.
* Comfortable in speaking in front of groups of varying sizes.
Typical Education
* Bachelor's degree or equivalent combination of education and experience
Typical Range of Experience
* 5-7 years of directly related 1031 exchange experience
* 1-3 years demonstrated experience in a supervisory or management role
* Demonstrated success establishing, leading and maintaining effective working relationships
First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Directs the daily operations of a team or teams, including Exchange Officers, Exchange Assistants, and Sales Representatives facilitating 1031 tax deferred exchange transactions across a geographic area that can be local, regional, and national in scope. The role is multi-faceted with administrative, operational, and sales components, including the hiring, training, supervising, and developing of personnel who can work as a team and achieve business, professional, and personal development. As needed, an Exchange Manager will work directly with a wide range of people, which can include clients, tax advisors, title companies, escrow or settlement agents, real estate agents, and others. The ideal candidate will also ensure compliance to established operating practices, staff training, preparation of related reports, and audits of current performance in monitoring of operational efficiency.
Essential Functions
* Oversees branch operation's profitability and communicating and implementing the company's goals and objectives. Monitors and reports on profitability for assigned geographic area(s). Interprets financial data and makes adjustments in order to effectively manage expenses and achieve profitability.
* Manages a team or teams. Responsible for coaching, mentoring, hiring, and training of all branch exchange personnel. Delegates assignments, provides development opportunities. Manages workflow and resolves escalated issues.
* Aligns branch goals with business unit goals. Provides input to Senior Management.
* Develops new and repeat business through brokers, real estate agents, escrow and settlement offices, attorneys, and tax advisors.
* Maintains existing client base and manages ongoing client and business relationships.
* Works with internal and external customers to manage all aspects of 1031 exchange transactions.
* Answers questions and provides guidance regarding services, policies or specific transactions.
Knowledge and Skills/Technology Used
* Proficiency in 1031 exchange rules, including forward, reverse, and improvement exchanges
* Proficient in computer skills
* Strong capacity to communicate the company's direction and set aligned goals. Provides resources and creates systems to measure results. Familiar with competitor, financial and industry dynamics.
* Actively recruits, retains and develops talent and holds employees accountable for results. Leads change, manages conflict and fosters collaboration.
* Drives and models customer loyalty, manages customer expectations, solicits customer feedback and ensures commitments are met.
* Provides others with reliable information and delivers informative and persuasive presentations. Uses good listening skills and negotiates effectively.
* Collaboratively engages with leaders to create, identify, and implement solutions to further effectiveness of the business.
* Comfortable in speaking in front of groups of varying sizes.
Typical Education
* Bachelor's degree or equivalent combination of education and experience
Typical Range of Experience
* 5-7 years of directly related 1031 exchange experience
* 1-3 years demonstrated experience in a supervisory or management role
* Demonstrated success establishing, leading and maintaining effective working relationships
First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
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Post exchange manager job description example 2
CVS Health post exchange manager job description
This role is responsible for leading various financial aspects of the Private Exchanges (PEX) business with financial planning, reporting and analytics support. In particular this position manages the close, forecast and other ad hoc responsibilities for membership and the entire PEX set of financial statements. This is a great opportunity to collaborate across many different functions, including the business, underwriting, actuarial and more.
The PEX business is a business unit with over 330k medical members, $600M in revenue and $24M in earnings based on 2021 results.
Specifically, this role is responsible for the following activities:
* Membership reporting and P&L analysis as part of the monthly close and forecast. Includes development of materials for executive operating reviews as needed.
* Oversee the case level financial budgeting process in collaboration with various business partners.
* Supporting a culture of cost management excellence through ongoing reviews all expenses impacting the P&L
* Supporting full P&L analytics including case level premiums, risk adjustment and medical cost analytics
* Lead financial function and process across multi-function projects
Pay Range
The typical pay range for this role is:
Minimum: 60,300
Maximum: 126,600
Please keep in mind that this range represents the pay range for all positions in the job grade within which this position falls. The actual salary offer will take into account a wide range of factors, including location.
Required Qualifications
5+ years of accounting, financial, underwriting or actuarial experience
COVID Requirements
COVID-19 Vaccination Requirement
CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.
You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.
Preferred Qualifications
3+ years of healthcare finance
3+ years of business planning, accounting or financial analysis
2+ years of experience with Hyperion reporting application or similar applications
Education
Bachelors degree or equivalent experience required
Business Overview
Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
The PEX business is a business unit with over 330k medical members, $600M in revenue and $24M in earnings based on 2021 results.
Specifically, this role is responsible for the following activities:
* Membership reporting and P&L analysis as part of the monthly close and forecast. Includes development of materials for executive operating reviews as needed.
* Oversee the case level financial budgeting process in collaboration with various business partners.
* Supporting a culture of cost management excellence through ongoing reviews all expenses impacting the P&L
* Supporting full P&L analytics including case level premiums, risk adjustment and medical cost analytics
* Lead financial function and process across multi-function projects
Pay Range
The typical pay range for this role is:
Minimum: 60,300
Maximum: 126,600
Please keep in mind that this range represents the pay range for all positions in the job grade within which this position falls. The actual salary offer will take into account a wide range of factors, including location.
Required Qualifications
5+ years of accounting, financial, underwriting or actuarial experience
COVID Requirements
COVID-19 Vaccination Requirement
CVS Health requires certain colleagues to be fully vaccinated against COVID-19 (including any booster shots if required), where allowable under the law, unless they are approved for a reasonable accommodation based on disability, medical condition, religious belief, or other legally recognized reasons that prevents them from being vaccinated.
You are required to have received at least one COVID-19 shot prior to your first day of employment and to provide proof of your vaccination status or apply for a reasonable accommodation within the first 10 days of your employment. Please note that in some states and roles, you may be required to provide proof of full vaccination or an approved reasonable accommodation before you can begin to actively work.
Preferred Qualifications
3+ years of healthcare finance
3+ years of business planning, accounting or financial analysis
2+ years of experience with Hyperion reporting application or similar applications
Education
Bachelors degree or equivalent experience required
Business Overview
Bring your heart to CVS Health Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand - with heart at its center - our purpose sends a personal message that how we deliver our services is just as important as what we deliver. Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable. We strive to promote and sustain a culture of diversity, inclusion and belonging every day. CVS Health is an affirmative action employer, and is an equal opportunity employer, as are the physician-owned businesses for which CVS Health provides management services. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We proudly support and encourage people with military experience (active, veterans, reservists and National Guard) as well as military spouses to apply for CVS Health job opportunities.
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Post exchange manager job description example 3
Activision Blizzard post exchange manager job description
Job Title:
Manager, Consumer Insights
Reporting To: Sr. Manager, Player Insights
Department: Player Insights, Activision Publishing
Location: Santa Monica, CA (currently remote)
Your Mission
Come join the team re-defining how we listen to players of the world's largest entertainment brand! This is a highly functional position that sits within the Player Insights team and is responsible for qualitative and quantitative research analysis. This role requires the ability to think critically, tell a story using data, and work with a team of equally passionate gaming enthusiasts. The ideal candidate is someone with experience at a traditional research supplier or game publisher/developer, with a personal passion for video games who wants to apply their analytic chops and methodological expertise to player insights collected via multiple methodologies. This position will work with stakeholders across the Player Insights team and broader Activision organization to help provide insights on current and potential players.
The right candidate is an analyst that can balance both qualitative and quantitative research - has the ability to manage complex strategic qualitative projects - finding the narrative and appropriate framing to turn insights into action and can distill large data sets, unearth narratives, and visualize insights in compelling ways - with experience using data analysis tools at a high level.
Responsibilities
Key Skills Needed
Experience :
4+ years of experience in marketing research (supplier-side or client-side), with the proven ability to manage stakeholder requests throughout the research lifecycle, from devising a research plan, to distilling large data sets or qualitative feedback into insights and a narrative, to writing questionnaires/discussion guides, to managing fieldwork, to presenting findings.
Our World
Activision Blizzard, Inc. is the world's largest interactive entertainment company, with operations across North America, Europe, and Asia. We are home to some of the most beloved entertainment franchises including Call of Duty®, Skylanders®, World of Warcraft®, Overwatch®, Diablo®, Candy Crush™, and Bubble Witch™. Our combined entertainment network delights hundreds of millions of monthly active users in 196 countries, making us the largest gaming network on the planet! We're proud to be recognized as one of FORTUNE's "100 Best Companies To Work For®" for four consecutive years and have earned a spot on FORTUNE's "Most Admired Companies," and "Future 50" lists. Our 10,000+ global employees are some of the best and brightest talents across entertainment, media, and technology. The video game industry and therefore our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business and relationships with industry partners.
Reporting To: Sr. Manager, Player Insights
Department: Player Insights, Activision Publishing
Location: Santa Monica, CA (currently remote)
Your Mission
Come join the team re-defining how we listen to players of the world's largest entertainment brand! This is a highly functional position that sits within the Player Insights team and is responsible for qualitative and quantitative research analysis. This role requires the ability to think critically, tell a story using data, and work with a team of equally passionate gaming enthusiasts. The ideal candidate is someone with experience at a traditional research supplier or game publisher/developer, with a personal passion for video games who wants to apply their analytic chops and methodological expertise to player insights collected via multiple methodologies. This position will work with stakeholders across the Player Insights team and broader Activision organization to help provide insights on current and potential players.
The right candidate is an analyst that can balance both qualitative and quantitative research - has the ability to manage complex strategic qualitative projects - finding the narrative and appropriate framing to turn insights into action and can distill large data sets, unearth narratives, and visualize insights in compelling ways - with experience using data analysis tools at a high level.
Responsibilities
- Manage multiple projects, demonstrating a clear ability to multi-task and manage both qualitative and quantitative research from project need and design to analysis and presentation
- Manage phases of the quantitative and qualitative research process, including questionnaire/discussion guide design, field/recruiting, and tab, data analysis, and report/slide/insights generation and presentation
- Ensure quality control processes are in place across data pulls from dashboards or other data analysis platforms
- Analyze quantitative and qualitative data, writing cogent data-backed "stories" and present results to internal stakeholders in engaging and persuasive ways
- Manage syndicated tools, running bespoke analysis with large data sets (strategic audience analysis, market sizing, cohort profiling, KPI trending, etc.) to meet business/key stakeholder needs
Key Skills Needed
- Analytical ; possess an ability to understand and translate research results to help tell a relevant and compelling story
- Team-oriented ; enjoy growing with other team members
- Multi-task capable and time-sensitive ; proficient in managing multiple research tasks simultaneously and under tight deadlines
- Client service-minded ; enjoy helping internal clients solve problems
- Communicative ; excellent communications skills, both verbal and written
- Detail-oriented ; able to fully proof questionnaires, survey programming logic, data tables, and reports
- Player-centric and a Gaming Enthusiast ; strive to understand player motivations and wants/needs, putting personal gaming biases aside, but drawing upon gaming knowledge and enthusiasm to enhance research insights and processes
- Proficient in Excel and PowerPoint ; Qualtrics, data analytics software (SPSS, Python, R, etc.) a plus
- Client-side experience at a video game publisher and/or developer or video game market research at an agency a plus
Experience :
4+ years of experience in marketing research (supplier-side or client-side), with the proven ability to manage stakeholder requests throughout the research lifecycle, from devising a research plan, to distilling large data sets or qualitative feedback into insights and a narrative, to writing questionnaires/discussion guides, to managing fieldwork, to presenting findings.
Our World
Activision Blizzard, Inc. is the world's largest interactive entertainment company, with operations across North America, Europe, and Asia. We are home to some of the most beloved entertainment franchises including Call of Duty®, Skylanders®, World of Warcraft®, Overwatch®, Diablo®, Candy Crush™, and Bubble Witch™. Our combined entertainment network delights hundreds of millions of monthly active users in 196 countries, making us the largest gaming network on the planet! We're proud to be recognized as one of FORTUNE's "100 Best Companies To Work For®" for four consecutive years and have earned a spot on FORTUNE's "Most Admired Companies," and "Future 50" lists. Our 10,000+ global employees are some of the best and brightest talents across entertainment, media, and technology. The video game industry and therefore our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business and relationships with industry partners.
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Updated March 14, 2024