- Support the Regional Trust Real Estate Manager in servicing the client base
- Assist with preparation of Regulation 9 real estate reviews
- Obtain title insurance and appraisals
- Participate in client sales and service calls
- Interact with Trust and Bank departments
- Provide backup client communication and problem-solving support
- Foster professional and customer relationships
- Support transitions among client service models
- Process real-estate-related bills with the Administrative Service Group
- Maintain interfaces for trust and real estate accounting systems
- Balance priorities across multiple managers
- Assist with property inspections and meetings with third-party vendors
- Provide oversight for a geographically dispersed portfolio of 130+ residential, commercial farmland and vacant land properties
- Identify, assess, manage, monitor and report risks while following bank policies and procedures
Requirements
- High School or GED equivalent required
- Associate Degree preferred
- Trust Real Estate Administrator or related experience preferred
- Proficient with Microsoft Excel and Word
- Strong technical skills for system administration and support
- Detail oriented with good problem-solving skills
- Understanding of company policies, procedures and operations
- Effective customer relations
- Ability to learn basic Real Estate and Fiduciary Law
- Ability to balance priorities while working with multiple managers
Core Competencies
Demonstrates proficiency in real estate administration and client service, with strong problem-solving abilities and effective communication skills. Capable of managing a diverse portfolio while adhering to bank policies and maintaining customer relationships.
Highest-signal resume keywords
- Trust Real Estate Administration
- Microsoft Excel Proficiency
- System Administration Skills
- Customer Relations
- Real Estate and Fiduciary Law Knowledge
ATS Optimization Keywords
Hard Skills
- Real Estate Reviews
- Title Insurance
- Appraisals
- Real Estate Accounting Systems
- Property Inspections
- Risk Management
- Bill Processing
Soft Skills
- Detail Oriented
- Problem-Solving
- Effective Communication
- Relationship Building
- Priority Balancing
Certifications & Qualifications
- High School Diploma or GED
- Associate Degree (Preferred)
Industry Keywords
- Trust
- Real Estate
- Fiduciary Law
- Client Service
- Bank Policies
Tools & Technologies