TRUST ACCOUNT ADMIN II

About the role

The real estate associate officer assists the real estate manager in managing a real estate portfolio held in fiduciary accounts.  Urban, suburban, farmland, timberland, residential, commercial, industrial, or recreational properties are administered in the Mid-South geographical area.

Essential Duties and Responsibilities: 

• Inspect real property for property maintenance issues and required annual inspection fiduciary duties

• Review and analyze deeds, appraisals, contracts, leases, trust or other legal documents

• Collaborate with Trust Officers and Administrators to ensure efficient, effective, and economical management of real estate assets and account relationships

• Individually coordinate with prospects and/or third party service providers or professionals for real estate repair/maintenance, sales, purchase, negotiation, leasing, management or other duties as assigned

• Meet and coordinate with beneficiaries and/or co-fiduciaries to assess property maintenance, repair, or renovation requests

• Ability to complete assigned tasks with limited oversight and supervision

• Excellent written and oral communication skills

• Extreme attention to detail and organization

• Results oriented and self-motivated

• Strong skills on computer applications for word processing, spreadsheets, and databases/systems

Education and/or Work Experience Requirements: 

• College degree or equivalent experience/certification in general business, finance, real estate, forestry, accounting or management

• One to three years’ work experience

• Experience in trust, banking, investment management, real estate sales or in a property management role is a plus

• Real Estate asset management designations: Certified Commercial Investment Member (CCIM), Certified Property Manager (CPM), Accredited Land Consultant (ALC), Registered Forester, Certified Landman, Licensed Geologist, or real estate designation(s) a plus