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Real Estate Advisor - Commerce Trust Company

Kansas City, MO

Job Description:

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a “Super Community” bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers’ needs.

Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.

The purpose of this position is to oversee the acceptance of, and coordinate the management of real estate properties held in Trust Company client portfolios. The Real Estate Advisor provides day-to-day portfolio management decisions including, as applicable; buy, sell, or hold recommendations, asset acceptance, asset documentation and management agreement review, interpretation, and implementation; ongoing servicing including income collection and liability payment; retention; lease negotiations and sales; and compliance and risk management. Applies fiduciary administration principles to asset management situations for trust owned real estate and as agreed upon with clients for real estate held in agency accounts.

The Real Estate Advisor will be responsible for all administrative responsibilities related to the management of a portfolio of developed and undeveloped properties that may include residential, single family rental, retail, multiple tenants, commercial, and other income producing properties as well as coordinate the management of oil, gas & mineral interests and agricultural real estate through a third party outsource provider.

Must be skilled in asset appraisal techniques, completion of real estate inspections, knowledgeable of lease trends and alternatives, tenant selection, lease negotiations and property management, market analysis, listing and purchase agreements, coordination of ongoing maintenance and/or remodeling, and title issues. The Real Estate Advisor is accountable for providing expert advice and counsel on property management related matters for their assigned portfolio as well as being a subject matter expert for helping develop new business opportunities.

An important function of the Real Estate Advisor is that of a gatekeeper who has the responsibility to assess risk of the Trust Company being asked to serve as fiduciary for accounts holding real estate and the impact on relationship profitability.

Key Requirements Include:

  • College degree or equivalent experience/certification in general business, finance, real estate, accounting or management
  • Five years minimum work experience
  • Two to five years of experience in the sale of real estate or in a property management role
  • Two to five years of experience in Trust, Banking or Investment Management in a fast-paced environment with a focus on accuracy, service and accountability to deliver results, individually and with the team
  • Excellent analytical and problem-solving skills
  • Excellent communication skills, preferably in a team and multi-location environment
  • Results oriented and self- motivated
  • Familiarity with business terms, trust and investment relationships and ability to interpret and summarize provisions of complex legal trust documents
  • Above average knowledge of real estate laws as they pertain to the title and transfer of real property
  • Above average knowledge of the sale process and ability to independently negotiate the listing and sale of property
  • Above average knowledge of the leasing process and ability to negotiate lease renewals and extensions
  • Strong skills on PC applications for word processing, spreadsheet and databases

Any interested candidates can reach out to Ben Houseworth: mailto:ben.houseworth@commercebank.com