Trust Administrator (Real Estate)

Responsibilities

• Provides administration of real estate assets within accounts such as personal trust accounts, estates, guardianships, and agencies, up to and including moderately complex situations.
• Represents the bank in contacts with various third parties, including but not limited to customers, real estate agents, appraisers, inspectors, attorneys, beneficiaries.
• Actively works in the field to execute various responsibilities regarding the real estate.
• Works together with Trust Officers, Administrators and Associates in the course of the complete administration of various accounts holding real estate.
• Develops new business; consults with others and refers other colleagues to new business prospects.
• Obtains appropriate documentation on accounts; authorizes payments from accounts, completed transactions related to the real estate, considers tax liabilities.
• Represents the bank in business-related activities including professional organizations, conferences, and seminars, and in other similar situations.

Qualifications

• Bachelor’s degree preferred;
• Minimum of 5 years of real estate administration experience.
• Personal form of transportation highly recommended.
• Requires knowledge of real estate title, tax, and sale.
• Exceptional verbal and written communication skills.
• Highly proficient in Microsoft Office Suite (Word, Outlook, Excel, etc.).