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Senior Asset Manager
Union Bank
Seattle, WA, United States
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Responsible for performing functions necessary for the management and administration of investment and client-occupied real estate held in various types of managed and directed accounts including, trusts, guardianships, conservatorships and agency accounts. Also responsible for managing various real estate transactions, including leasing, acquisitions, dispositions and 1031 exchanges. Team member will also partner with wealth management professionals to assist them in achieving their production goals by developing new business for accounts holding real estate assets.
Major Responsibilities:
Perform with minimal supervision, all aspects of pre-acceptance due diligence review and all asset set up and or close out functions as required to establish and maintain all appropriate data on the trust accounting, insurance and real estate systems. Coordinate as required with other units within the bank, outside professionals, clients and their outside advisors and other intermediaries.
Responsible for the sale and or leasing of assigned assets following established policies and business practices.
Composes correspondence and reports where detailed research may be required. Responds to internal and outside requests or inquires which required detailed knowledge of the bank’s functions, policies and business practices. Contact, meet with and correspond with beneficiaries, principals and other interested parties involved in the assigned assets pursuant to the guidelines established.
The position will participate in the business development effort by supporting wealth management professionals in client presentations as well as articulate the bank's real estate capabilities to internal partners and outside referral sources.
Qualifications
This position requires 5 to 10 years’ experience working in a professional real estate sale and management environment with particular emphasis on residential and commercial properties; strong attention to detail; the ability to perform efficiently and accurately under pressure to meet critical deadlines and to be able to prioritize activities with minimal supervision; excellent oral and written communication skills and proficiency with PCs utilizing Excel and MS Word and the ability to quickly gain proficiency with the bank’s internal systems. Proficiency in real estate financial analytical skills is strongly preferred. Must understand and be able to effectively function in a corporate team environment.
An undergraduate and advanced degree and professional real estate designation is preferred.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.