Unique Asset Associate

Fifth Third Bank•Charlotte, NC

About The Position

The Unique Asset Associate supports the Regional Trust Real Estate Manager in servicing clients and promoting client satisfaction, retention, and compliance with policies and procedures governing fiduciary relationships. The role works extensively with the trust system and provides support across trust real estate administration, client service, property oversight, and accounting-system maintenance. The associate is accountable for managing and reporting risk within the Bank’s risk appetite, following applicable policies and procedures, and helping deliver a positive customer experience. The position supports a geographically dispersed portfolio of more than 130 residential, commercial farmland, and vacant-land properties. It involves interacting with Trust and other Bank teams, assisting with property inspections and meeting third-party vendors at outside locations, and balancing priorities while working with multiple managers. Supervisory responsibilities: none.

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 skills.

Nice To Haves

  • Associate degree preferred.
  • Trust Real Estate Administrator experience 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 back-up support for client communication and problem solving.
  • Foster positive professional and customer relationships.
  • Help ensure a smooth transition when a client moves 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.
  • Respond proactively and urgently to client service needs and complete projects and tasks.
  • 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; follow Bank policies and procedures.

Benefits

  • Comprehensive benefits programs supporting employees’ and 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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