Real Estate Trust Associate

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* Essential Duties and Responsibilities:

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* + Maintains current database of real estate assets.

+ Facilitates and coordinates the asset transfer process for real estate.

+ Ensures new, incoming trust real estate files are complete and accurate.

+ Facilitates outsource relationships regarding real estate administration.

+ Consults with Trust Officers, Business Development Officers, and Financial Advisors on the transfer and retention of real estate.

+ Serves as a liaison during regulatory exams and account file management.

+ Monitors and takes action with respect to accounts as required.

+ Serves as a liaison during internal and external audits.

+ Maintains regular contact with manager and other internal or external customers or clients.

+ Schedules, reports and tracks information for the department.

+ Collects data for preparation of various reports, budgets, and variance analyses.

+ Complies data for reports and collates into a single report.

+ Assists in preparing, reviewing, or auditing reports.

+ May assist in orienting and training lower level employees.

+ Assists with complex research and investigation.

+ Performs other duties and responsibilities as assigned.

** Knowledge of:*
* + Basic concepts, principles and practices of real estate, as well as the liability and risks associated such assets.

+ Basic office practices, procedures and methods.

+ Basic mathematical calculations.

+ Company's working structure, internal policies, mission, and strategies.

** Skill in:*
* + Interpreting and applying policies and procedures.

+ Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

+ Promoting effective coordination between multiple work groups and functional areas.

+ Detail orientation to ensure quality standards are met without impairing workflow.

+ Communicating both orally and written.

+ Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.

** Ability to:*
* + Effectively balance the conflicting requirements of clients, beneficiaries, account guidelines, compliance and government regulations.

+ Develop foundational/basic knowledge of closely held assets, with an emphasis on entities whose underlying assets consist primarily of real estate holdings.

+ Learn required Trust accounting system software and applicable applications.

+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

+ Pay close attention to detail to maintain accuracy on completed work.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Work independently as well as collaboratively within a team environment.

+ Identify required tasks, develop timelines and execute.

+ Project a positive, professional image both internal and with external business contacts.

+ Convey information clearly and effectively through both formal and informal documents.

+ Communicate effectively, both orally and in writing.