Real Estate Advisor - Commerce Trust
About The Position
The main purpose of this job is to provide day-to-day portfolio management decision making for a segmented asset type including as applicable buy sell or held recommendations, asset acceptance, asset documentation, ongoing servicing including income collection, negotiating sales and compliance risk management. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
Requirements
- Strong knowledge of real estate laws as they pertain to the title and transfer of real property
- Strong knowledge of the sale process and ability to independently negotiate the listing and sale of property
- Strong knowledge of the leasing process and ability to negotiate lease renewals and extensions
- Strong knowledge of appraisal techniques, property inspections, lease trends and alternatives, tenant selection, lease negotiations and property management, market analysis, listing and purchase agreements, coordination of ongoing maintenance and/or remodeling, and title issues
- Excellent analytical and problem-solving skills
- Familiarity with business terms, trust and investment relationships and ability to interpret and summarize provisions of complex legal trust documents
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Strong skills on PC applications for word processing, spreadsheet and databases
- Bachelor’s degree in business, finance, real estate, accounting or management or equivalent combination of education and experience required
- 5+ years trust, bank or real estate management experience required
- Must be eligible to work in the U.S. without sponsorship now or in the future
Nice To Haves
- 2+ years of experience in the sale of real estate or in a property management role preferred
- 2+ years of experience in a fast-paced environment with a focus on accuracy, service and accountability to deliver results, individually and with the team preferred
Responsibilities
- Perform administrative responsibilities related to the management of a portfolio of properties that may include residential, residential rental, multiple tenants, commercial, and other income producing properties
- Perform administrative responsibilities related to the management of oil, gas & mineral interests and agricultural real estate through a third party outsource provider
- Provide expert advice and counsel on property management related matters for the assigned portfolio as well as be a subject matter expert for helping develop new business opportunities
- Assess risk of the Trust Company being asked to serve as fiduciary for accounts holding real estate and the impact on relationship profitability
- Perform other duties as assigned
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
