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    Trust Real Estate Assistant - Irvine, United States - First Foundation Bank

    First Foundation Bank
    First Foundation Bank Irvine, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    Summary: This position is responsible for supporting the operational processes of the Trust Real Estate department.

    Salary Range: The salary range in CA for this role is $46,200 to $62,900 and represents the Company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate may vary outside of this range depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

    The Company also offers a full range of benefits, including medical, dental, vision, and 401K match. Other rewards may include annual performance-based bonuses and wellness days.

    Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we are unable to sponsor or take over the sponsorship of an Employment Visa.

    Duties and Responsibilities:

    • Performs activities by applying approved procedures and policies to consistently achieve compliance, audit, fiduciary, credit, legal, and regulatory goals.
    • Tracks collections of income and expenses.
    • Monitors and processes approved recurring/non-recurring bill payments and discretionary distributions as they relate to real estate functions.
    • Enter disbursements in the trust accounting system for approval by the Real Estate team for processing
    • Scan printed checks with the corresponding backup documents and mail receipts as provided, to client accounts in the document imaging system. For ACH and Wire, scan confirmation (if any) with an email request or supporting document for the transaction
    • Track and review real estate insurance policies to ensure current, adequate coverage, which includes tracking expirations.
    • Assist in the account opening process, which ensures all properties are inspected, insurance reviewed, the value assigned, and a physical condition assessment.
    • Run various trust transaction reports on the trust accounting system as needed.
    • Performs filing and imaging of trust documents, correspondence, and other documents to maintain compliance with audit and security standards, policies, and procedures of the Trust Department.
    • Performs other duties as assigned

    Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    Education and/or Experience:

    • High School diploma or equivalent is required; a higher degree preferred, or an equivalent combination of education and experience
    • Minimum of 1 to 2 years of related experience preferred

    Skills:

    • Must be able to learn company software applications
    • Proficient computer skills, including Microsoft Office – Word and Excel
    • Excellent organizational and writing skills
    • Must be detail-oriented with the ability to retain information and learn new things in a timely manner
    • Effective listening and problem-solving skills
    • Strong work ethic and ability to work with minimal supervision

    Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

    While performing the duties of this job, the employee is regularly required to sit for long periods of time; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; and communicate on the phone wearing a headset for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

    First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

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