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Real Estate Trust Specialist

2 months ago

Lubbock, Texas, United States Happy State Bank Full time


The Real Estate Trust Specialist plays a vital role in assisting the Trust Real Estate Manager with the administration and supervision of all operations related to agricultural, ranch, real estate, and mineral holdings within the Trust Department.


KEY RESPONSIBILITIES
  • Deliver outstanding customer service to all trust and banking clients, ensuring satisfaction in every interaction.
  • Establish and maintain professional relationships with clients, tenants, and team members.
  • Compose clear and concise correspondence and documentation for clients.
  • Facilitate the setup and management of real estate and mineral accounts efficiently.
  • Support recordkeeping, lease documentation, compliance with regulatory bodies, insurance renewals, tax payments, and manage daily income and expenditures.
  • Proactively identify potential issues in project execution, ensuring timely and budget-conscious completion.
  • Explore and implement strategies to enhance departmental efficiencies, reduce risks, and improve service quality.
  • Demonstrate flexibility to work extended hours when necessary to achieve objectives.
  • Manage multiple projects and priorities effectively, delivering results and responding promptly to requests.
  • Maintain a constant state of alertness and adhere to safety protocols.
  • Complete required compliance training as scheduled.
  • Perform any additional related duties as assigned.

QUALIFICATIONS

To excel in this position, candidates must successfully fulfill each essential duty outlined above. The following qualifications are representative of the knowledge, skills, and abilities required:


EDUCATION AND EXPERIENCE

A comprehensive understanding of fields such as accounting, marketing, business administration, and finance is essential. Candidates should possess a four-year college degree along with two years of relevant experience or a suitable combination of education and experience.


COMMUNICATION SKILLS

Ability to comprehend and interpret documents such as policy manuals and operational instructions; proficiency in writing routine reports and correspondence; and effective communication skills for engaging with clients and colleagues.


MATHEMATICAL SKILLS

Capability to work with mathematical concepts including probability, statistical inference, and fundamentals of geometry and algebra.


CRITICAL THINKING SKILLS

Ability to apply common sense reasoning to carry out written and oral instructions and to address problems involving multiple known variables in routine situations.


WORKING CONDITIONS

Work may involve somewhat challenging conditions, including exposure to noise and the need for intermittent standing, walking, and lifting. Occasional travel may be required, and work hours may extend into evenings or nights.


ENVIRONMENTAL CONDITIONS

Employees may encounter various environmental factors while performing essential job functions, including working at heights, exposure to outdoor weather conditions, and occasional exposure to extreme temperatures.


PHYSICAL ACTIVITIES

This role requires a combination of physical activities, including standing, walking, reaching, climbing, and occasionally lifting up to 50 pounds. Specific vision abilities required include close and distance vision.


ADDITIONAL INFORMATION
  • A strong understanding of real estate and mineral management is essential.
  • Prior experience in agriculture is advantageous.

Effective analytical abilities and strong verbal and written communication skills are required, along with excellent organizational skills and attention to detail.