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Chase · 1 month ago

Real Property Asset Management Team, Real Estate Executive ED

1900 N Akard St, Dallas, TX, 75201, US

Full-time

Onsite

Senior Level

$135K/yr - $225K/yr

7+ years exp

Chase is a leading financial institution with a long-standing history in providing trust and estate services. The Real Estate Executive will be responsible for strategically managing real estate assets owned in trusts and estate accounts, ensuring compliance with regulations, and delivering exceptional service to clients.

BankingFinancial Services

Responsibilities

Work with internal teams and external partners to deliver comprehensive asset management solutions

Oversee the management of real estate assets held in trust and estate accounts, ensuring compliance with banking regulations, policies, and J.P. Morgan standards

Ensure asset management aligns with client/account objectives, bank policies, and all applicable laws

Help lead business development with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and assets under management; direct due diligence for new business

Oversee due diligence reviews, including environmental, title, and insurance assessments

Develop and execute strategies to preserve and enhance property value, income, and sustainability

Oversee leasing, tenant relations, and contract negotiations

Monitor property expenses, budgets, and financial performance; advise regarding capital improvements and repairs; identify cost savings and revenue opportunities

Implement risk management strategies for assigned assets and accounts

Oversee property managers, brokers, and third-party vendors

Review property inspections and valuations

Perform annual asset reviews

Collaborate with legal, tax, risk, and compliance teams

Prepare and present complex analyses and recommendations to internal and external stakeholders, including clients, trust beneficiaries, professional advisors, executive management, and internal committees

Support property acquisitions and dispositions including transaction management

Assist with management of assets held in partnerships, LLCs, or other entities

Respond promptly and professionally to client inquiries and service needs

Stay informed about market trends, regulatory changes, and best practices

Qualification

Asset management experienceReal estate transactionsReal estate financial analysisTrustEstate knowledgeProperty types experienceClient service skillsAnalytical abilitiesMicrosoft Office proficiencyReal estate management softwareHigh integrityProject management skillsCommunication skillsPresentation skills