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Sr Real Estate Trust Officer

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Job ID PB-11609 City Los Angeles State California Exempt/Non Exempt Exempt Shift Day Work Schedule M-F, 8-5
Job Details:
Provides real estate investment and property management services to CNB's Wealth Management clients. Provides support by coordinating real estate activities and offering expertise in communication with clients and prospects. Functions not only as property managers (i.e., collects rent, pays expenses, and oversees maintenance activities, if not out-sourced to a third party), but also functions as an asset and investment manager (undertake buy/sell/retain decision, consider investment objectives, account circumstances, investment performance, concentration issues and profitability). Partners with Private Client Advisors and Trust Officers in proactive client service and sales activities.
Oversee most complex and large properties and handles move complex property-related issues such as ADA compliance, environmental issues, major capital improvement projects, etc. Has dollar authority approval limits for property repairs and improvements expenditures. In the absence of the manager, may oversee one administrative assistant and participates in annual performance evaluation. Participate in business development calls where complex trust issues related to property exist. Working towards completion of CPM or CCIM designation.
Skills and Knowledge
  • Nature of experience: Proven communication, sales, analytical and negotiating skills, coupled with computer literacy.
  • Strong detail and customer service orientation.
  • Proven ability to work in a multi-task environment with oversight.
  • Team player with developing leadership characteristics.
  • Professional Credentials such as CPM, CCIM or other industry backed designations preferred.
  • Real estate salesman's or broker's license preferred
Basic Qualifications
  • *Minimum Undergraduate degree required
  • *10 years of property/asset management (residential/commercial) experience necessary. Fiduciary Experience a plus.
  • *8+ years of experience in analyzing operating statements and estimating market value from the data
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
City National Bank is an Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans
Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
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Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Trust/Brokerage/Investment Operations, Los Angeles, California, United StatesRemove