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Trust Real Estate Advisor
Trust Real Estate AdvisorPNC • Portage, MI, US
Trust Real Estate Advisor

Trust Real Estate Advisor

PNC • Portage, MI, US
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  • [job_card.full_time]
  • [job_card.part_time]
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Trust Real Estate Advisor

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Trust Real Estate Advisor I within PNC's Fiduciary organization, you will be based in Troy, MI or Kalamazoo, MI. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

PNC employees take pride in our reputation and to continue building upon that we expect our employees to be :

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Job Description

Manages all assigned trust owned real estate assets, which will include moderately complex beneficiary occupied residential properties. In some instances, may also include rental, commercial, farmland and timber properties as well as oil, gas and mineral interests. Responsible for identifying, mitigating and escalating risk while acquiring, preserving and managing these properties.

  • Complies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies procedures, to include such activities as : real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition / productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents.
  • Collaborates with AMG Fiduciary Counsel and Market Fiduciary Advisors and Directors as necessary to ensure risks are appropriately analyzed, managed, escalated and resolved.
  • Responsible for assessing risk and making recommendations to accept, retain or sell assets. Conducts annual reviews. Presents recommendations to Real Estate Trust Investment Committee and / or Special Assets Committee, according to committee guidelines.
  • Preserves and manages assigned physical properties. Determines need for property improvements. Coordinates the hiring of professionals as needed for maintenance and upkeep of the property. Ensures all properties are adequately inspected, valued and insured; ensures all taxes, insurance premiums and property related expenses are timely paid and kept current.
  • Oversees all activities necessary to purchase or sell a property. Determines if capital improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and / or Special Assets Committee. Coordinates with internal partners and external service providers to ensure a smooth and accurate transfer of ownership.
  • Preferred Skills

    Commercial Real Estate, Corporate Finance, Economic Policy, Financial Accounting, Financial Management, Investment Strategies, Legal Operations, Monthly Close Process, Real Estate Appraisals

    Competencies

    Contracts Review, Decision Making and Critical Thinking, Effective Communications, Fiduciary Responsibilities, Lease and Property Management - Real Estate, Real Estate Law & Policy Compliance, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements

    Work Experience

    Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : medical / prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse / child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child / elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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    Trust Advisor • Portage, MI, US

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