Danielle Stepnoski

In depth knowledge of the IRC Section 1031 tax code. Over 8 years experience facilitating 1031 Exchanges.

Senior Exchange Counselor/ Office Manager (Remote) at Asset Preservation, Inc. (2018-07 – Present)

• In depth knowledge of the IRC Section 1031 tax code
• Well versed in 1031 Exchange language, rules, guidelines
• Tracking of strict IRS deadline for over 150 Exchanges
• Coordinated closely with Title Companies, Escrow officers, attorneys, and real estate agents to make transactions run smoothly
• Proficient in reading Settlement Statements and understanding of an entire real estate transaction
• Providing exceptional customer service
• Maintaining accurate records for clients which ensured compliance with the IRC Section 1031 tax code
• Sending and receiving wire transfers
• Keeping track of closing dates closely to ensure smooth transactions for clients
• Maintained and built relationships with clients to ensure success of future transactions as well as a point of contact they trusted
• Timely matter of email responses - used to a heavy email load (approximately > 300 emails a day)
• Communicates clearly and confidently with clients through heavy phone experience daily with clients, real estate agents, attorneys and escrow officers
• Work together with team to meet deadlines and complete work in a timely and efficient matter
• Provided support to other teams in order to contribute to overall success of the company
• Collaborated with team members to find the best solutions
• Proficient in reviewing Contracts, Title Commitments, Operating Agreements and Trust Documents
• Drafted Exchange Agreements, Assignments, and Amendments
• Proficient and compliant with verifying wiring instructions and ensuring clients funds transfers are correct and sent in a timely manner
• Created and formatted training plans for team members and associates to increase knowledge on 1031 Exchanges

Legal Secretary at Ray, Mitev & Associates (2016-09 – 2018-06)

• Assisted Attorney and Paralegals directly on complex criminal and matrimonial cases
• Phone answering
• Client contact: signing of documents and notarization of documents
• Prepared drafts of documents for attorney review
• Maintained files for each client and organized by document name

Head Personal Trainer at Brownings Fitness (2014-06 – 2018-06)

• Formulated training plans by ACE Guidelines
• Built connections and rapport with clients
• Gained hands on in-person knowledge of communicating and working with a wide variety of populations
• Managed a team of trainers
• Proficiency in scheduling and keeping accurate records

Bachelors Degree in Political Science, B.S. Minor: Statistics – Stony Brook University (2014-08 – 2016-05)

Associates Degree in Fitness, Specialist A.S. – Suffolk County Community College (2012-08 – 2014-05)

High School Diploma – Mattituck High School (2008-09 – 2012-06)