General Summary:

This position will manage all trust-owned real property, as well as oversee coordination of all vehicle purchases & on-going tracking, for both Personal Trust & SNT. This individual will be a skilled and detail-oriented Real Estate Trust Officer and will manage and oversee a portfolio in excess of 100 properties and approximately 75 vehicles, under our administration, ensuring their effective maintenance, compliance with trust standards and overall operational efficiency and safety for our beneficiaries. 

Essential Duties and Job Responsibilities:

• Serve as a primary point of contact for beneficiaries, addressing inquiries, coordinating the purchase of all automobiles and ensuring the appropriate liens are in place
• Provide updates on property maintenance issues, and ensure transparency in trust operations
• Assist our Administrative Trust Officers in the many tasks associated with purchasing a vehicle and real property, including renovations, distributions, asset transfers, and other fiduciary duties as required.
• Coordinate tax payments
• Hands-on responsibility for property management and oversight
• Coordinate with property managers, maintenance vendors and contractors to oversee day-to-day property operations, including repairs, renovations, and routine maintenance
• Ensure all properties are well-maintained, compliant with legal requirements, and meet established operational standards.
• Assist in developing and maintaining approved budgets for each property and ensure expenses are controlled and in-line with the Court Order
• Work closely with our Operations Department to ensure all appropriate liens are in place for vehicles and coordinate the payment of property taxes & tri-annual inspections and appraisals for all real property

EDUCATION, CERTIFICATION, EXPERIENCE:

Education: 

• Associates degree with two (2) to three (3) years of Real Estate experience OR

A minimum of five (5) years of experience in Real Estate required

• NYS Licensed Real Estate professional preferred
• Property Inspection Certificate a plus
• ADA Certificate a plus

Experience:

Required:

• Must be detail-oriented and excellent organizational skills
• Must have knowledge of  Real Estate Contracts
• Must have experience with finance / budgeting
• Must have the ability to multi-task
• Must have patience and excellent customer service skills

KNOWLEDGE, SKILLS, ABILITIES:

• Exceptional organizational skills to uphold our fiduciary responsibilities as Trustee and

            deliver excellent customer service to beneficiaries and their families

• Strong understanding of real estate management
• Basic legal knowledge
• Budgeting and financial knowledge

WORK ENVIRONMENT:

• Working Conditions: 
  • Office

PHYSICAL DEMANDS:

• Must be able to lift a minimum of 20 pounds.

Special Note:

External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job. 

This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.