Unique Asset Associate

Fifth Third Bank•Charlotte, NC

About The Position

The Unique Asset Associate supports the Regional Trust Real Estate Manager in servicing the client base, with the goal of promoting client satisfaction, retention, and compliance with policies and procedures governing fiduciary relationships. The role works extensively with trust systems and supports real estate-related client services and administrative processes. It also carries responsibility for identifying, managing, monitoring, and reporting risks while following the Bank's policies and procedures and contributing to a positive experience for customers and colleagues. The associate supports a geographically dispersed portfolio of more than 130 residential, commercial farmland, and vacant land properties. The position involves coordinating with Trust and other Bank teams, providing backup client communications and problem-solving, supporting property inspections and vendor meetings at outside locations, and balancing work priorities across multiple managers. No supervisory responsibilities are assigned.

Requirements

  • High school diploma or GED equivalent required.
  • Proficiency with Microsoft Excel and Word.
  • Strong technical skills to provide system administration and support.
  • Detail-oriented with good problem-solving skills.
  • Consideration for the success of team members and support for the organization's mission.
  • Understanding of company policies, procedures, and operations.
  • Effective customer relations.

Nice To Haves

  • Associate degree preferred.
  • Trust Real Estate Administrator or related experience preferred.

Responsibilities

  • Assist with preparation of Regulation 9 real estate reviews.
  • Assist with obtaining title insurance and appraisals.
  • Participate in client sales and service calls as needed.
  • Interact frequently with other areas of Trust and the Bank.
  • Provide backup support for client communication and problem-solving.
  • Foster positive professional and customer relationships.
  • Ensure smooth transitions as clients move among service models.
  • Work with the Administrative Service Group (ASG) to process real estate-related bills.
  • Provide necessary maintenance and interfaces for trust and real estate accounting systems.
  • Proactively complete client service needs and assigned projects and tasks with a sense of urgency.
  • Balance priorities while working with multiple managers.
  • Assist with property inspections and meet third-party vendors at outside locations.
  • Learn basic knowledge of Real Estate and Fiduciary Law.
  • Provide oversight for a geographically dispersed portfolio of more than 130 residential, commercial farmland, and vacant land properties.
  • Identify, assess, manage, monitor, and report risks while operating within the Bank's risk appetite and following policies and procedures.

Benefits

  • Comprehensive benefits programs designed to support employees' and their families' physical, financial, emotional, and social well-being.
  • Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.
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