Assistant Trust Real Estate Asset Manager - San Diego, California

Union Bank, N.A. San Diego , CA 92140

Posted 2 weeks ago


Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.

Job Summary:

Responsible for the implementation and follow up on various routine administrative activities necessary to maintain files and provide support to real estate officers for the management and or administration functions related to real estate assets held in various types of fiduciary accounts. Handle routine administrative, maintenance and repair activities for portfolio assigned to asset manager(s). This position is also responsible for assembling the required material for the completion of routine annual review documentation to satisfy audit and OCC Reg-9 requirements under the supervision of assigned real estate asset managers. Management or Supervision: No.

Major Responsibilities:

  • Assist asset manager(s) with the administration of real estate assets in accordance with bank policy and within the parameters of the account document; including, the coordination of activities as required with other units within the bank, outside professionals, clients and third party vendors or other intermediaries.

  • Review transactions to ensure accuracy and to correct any problems that may arise.

  • Prepare and process accounts receivable and accounts payable for client accounts per the agreement for the review and approval by the asset manager.

  • Monitor cash requirements in account to ensure no overdrafts occur.

  • Properly document the account file to ensure accurate actions have been taken.

  • Ensure all files are in order for each asset for audit for the annual audit review.

  • Responsible for assisting one or more real estate asset manager in the sale and/or leasing of assigned assets.

  • Responsible for independently handling incoming and outgoing calls and correspondence with clients and tenants.

  • Coordinate maintenance and repair activities (such as calling a plumber or roofing contractor to make minor repairs on a client residence or small commercial property) per the governing documents.

  • Responds to internal and outside requests or inquires requiring detailed knowledge of the bank's functions, policies and business practices and trust real estate practices.

  • Contacts, meets with and corresponds with beneficiaries, principals and other interested parties involved in the assigned assets pursuant to established guidelines.


Education, Licensure, Year of Experience (and type of work experience):

  • 1 to 3 years' experience working as an assistant in a professional real estate sale and/or management environment with preferred emphasis on commercial properties.

Knowledge, Skills, Abilities:

  • 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.

  • Effective oral and written communication skills Proficiency with PCs utilizing Excel and MS Word and the ability to quickly gain proficiency with the bank's internal systems.

  • Must understand and function in a team environment.

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.

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Assistant Trust Real Estate Asset Manager - San Diego, California

Union Bank, N.A.