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Real Estate Trust agent / Special Asset Manager:Job description:
Join a Great Organization Today!Real Estate Trust agent / Special Asset ManagerGeneral Summary:this job offer will manage all trust-owned real property, as well as supervise coordination of all vehicle purchases & on-going tracking, for both Personal Trust & SNT. This individual will be a skilled and detail-oriented Real Estate Trust agent and will manage and supervise a portfolio in excess of 100 properties and approximately 75 vehicles, under our administration, ensuring their effective maintenance, compliance with trust standards and overall operational efficiency and safety for our beneficiaries. Essential tasks and Job Responsibilities: » Serve as a primary point of contact for beneficiaries, covering inquiries, coordinating the purchase of all automobiles and ensuring the appropriate liens are in place » Provide updates on property maintenance issues, and ensure transparency in trust operations » Assist our Administrative Trust agents in the many tasks connected with purchasing a vehicle and real property, including renovations, distributions, asset transfers, and other fiduciary tasks as required. » Coordinate tax payments » Hands-on responsibility for property management and oversight » Coordinate with property managers, maintenance vendors and contractors to supervise day-to-day property operations, including repairs, renovations, and routine maintenance » Ensure all properties are well-maintained, compliant with legal requirements, and meet established operational standards. » Assist in developing and maintaining approved budgets for each property and ensure expenses are controlled and in-line with the Court Order » Work closely with our Operations Department to ensure all appropriate liens are in place for vehicles and coordinate the payment of property taxes & tri-annual inspections and appraisals for all real property EDUCATION, CERTIFICATION, practice: suitable education » Associates degree with two (2) to three (3) years of Real Estate practice OR A minimum of five (5) years of practice in Real Estate required » NYS Licensed Real Estate professional preferred » Property Inspection Certificate a plus » ADA Certificate a plus practice: Required: » Must be detail-oriented and excellent organizational expertise » Must have knowledge of Real Estate Contracts » Must have practice with finance / budgeting » Must have the capability to multi-task » Must have patience and excellent customer service expertise KNOWLEDGE, expertise, ABILITIES: » Exceptional organizational expertise to uphold our fiduciary responsibilities as Trustee and deliver excellent customer service to beneficiaries and their families » Strong knowledge of real estate management » Basic legal knowledge » Budgeting and financial knowledge WORK ENVIRONMENT: » Working Conditions: » Office PHYSICAL DEMANDS: » Must be able to lift a minimum of 20 pounds. Special Note: External and internal candidates, as well as position incumbents, must be able to execute the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, discapability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances. Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to execute the essential functions of the job. This job description in no way states or implies that these are the only tasks to be performed by an employee. Additional functions and requirements may be assigned by managers as deemed appropriate, located on the employee’s knowledge, skill and capability as well as his/her mental and physical abilities. Skills:
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