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Trust Real Estate Advisor, Sr. - PNC Wealth Management

Indianapolis, IN

Job Description:

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. As a Trust Real Estate Advisor within PNC's Wealth Management organization, you will be based in Indianapolis, IN.

Job Description:

  • Manages all assigned trust owned real estate assets, which may include very complex residential, 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 and 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.

Work Experience:

  • Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.

Education:

  • Bachelors Degree Required

For more information or to apply for this position - job ID #R008326, click on the following link: PNC Wealth Management Jobs

PNC provides equal 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.