Trust Clerk jobs in Lakewood, OH

Job Description

• Manages all assigned trust owned real estate assets, which will include moderately complex beneficiary occupied residential properties. In some instance, 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.

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.

Work Experience

Additional Job Description

Benefits

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