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400 Northern Way Ave, NY, NY 12332 | Home: (212) 567-7818 | Cell: (212) 456-7654 | thomas.forest@netscape.

com

Thomas Forest
CAREER 1031 Exchange Professional and Certified Exchange Specialist with eight years of
OBJECTIVE experience seeking full time position as an Exchange Administrator.

PROFESSIONAL 1031 Exchange Properties, Inc., New York, NY


EXPERIENCE Exchange Administrator, 2006 – 2007
• Managed and successfully completed over 50 exchange accounts worth
approximately $60mm.
• Oversaw the entire exchange transaction, including consulting with clients and
their legal/tax advisors, preparing legal documents, and managing exchange
timelines.
• Assumed responsibility for business operations, including account
reconciliation, accounts payables and receivables, 1099 and withholding
preparation.
.
Fortune Financial, Inc., New York, NY
Executive Vice President, 2004 – 2005
• Headed new New York division of the company, delivering exchange
transaction experience and existing book of business.
• Managed and successfully completed over 65 exchange accounts worth
approximately $75mm.
• Oversaw the entire exchange transaction, including consulting with clients and
their legal/tax advisors, preparing legal documents, and managing exchange
timelines.
• Maintained all legal files from each exchange transaction, ensuring proper
coverage for potential legal issues and requests for information.
• Trained and supervised staff on complex legal transactions.
• Reconciled accounts and supervised processing of accounts payables and
receivables.

Citigroup, New York, NY


Exchange Administrator, 2000 – 2004
• Promoted to Exchange Administrator with my own book of business after five
months of employment as an Exchange Assistant.
• Opened and managed up to 30 exchange accounts per month, with account
balances totaling $25k to $25mm.
• Negotiated exchange fees and interest breakdown with new clients and referral
sources.
• Advised exchangors and their tax and legal advisors on multiple types of
transactions, including delayed, simultaneous, built-to-suit or construction and
reverse exchanges.
• Reviewed escrow instructions, title policies, and exchange documents;
estimated and final closing statements for accuracy, completeness and
conformance to prescribed legal requirements.
• Educated real estate and escrow professionals, exchangors and exchange
assistants on the nuances of 1031 Tax Deferred Exchanges.

Thomas Forest Resume Page 1 of 2


PROFESSIONAL • Selected to work directly with General Counsel on Reverse Exchange
EXPERIENCE accounts and Built-to-Suit/Improvement Exchange accounts.
CONTINUED • Chosen as only Administrator to receive authorization to both input and
release wires on online banking.
• Confirmed and supervised funds receipts and wire releases; scheduled the
release of funds for deposits, purchases, and funds released on failed
exchanges.
• Reconciled accounts and supervised federal tax withholdings on qualifying
files.

New York Title Company, New York, NY


Escrow Assistant, 1999
• Responsible for opening, processing and closing escrow files, transmitting
escrow instructions to sellers/buyers and lenders, and preparing escrow closing
statements.
• Proofread and transmitted title policies, grant deeds, quitclaim deeds and other
pertinent papers.
• Scheduled and met with buyers for loan document signing and review of
estimated closing statement; scheduling follow up meetings if necessary to
complete transactions.

EFS Financial, Hudson Valley, NY


Funder, 1996 – 1999
• Reviewed loan packets submitted by car dealerships for loan processing.
• Completed special loan packets by working directly with credit analysts, sales
managers, collections personnel, and dealer center managers.

Executive Secretary, 1995 – 1996


• Provided administrative support to dealer center manager, sales managers,
credit analysts, collections department and corporate office.

Michelson & Snider, New York, NY


Legal Secretary, 1994 – 1995
• Assisted lawyers in researching work and preparing exhibits for trial cases.

EDUCATION Federation of Exchange Accommodators


Certified Exchange Specialist, 2009
New York University, New York, NY
Bachelor of Science in Business Administration
• Minor in Economics

ADDITIONAL • Proficient in Microsoft Office (including Access and Powerpoint)


SKILLS • Legal Machine Transcription/Legal Office Procedures
• Ten Key

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