SR Land Trust Representative - Part Time jobs in United States
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Marquette Bank · 2 weeks ago

SR Land Trust Representative - Part Time

Marquette Bank is a community-focused financial institution committed to serving the needs of southwest Chicagoland. The Senior Land Trust Representative will assist the Land Trust Officer in all aspects of land trust administration, requiring knowledge of land trust transactions and real estate matters while maintaining professional relationships with clients and attorneys.

Financial ServicesReal Estate
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Culture & Values

Responsibilities

Develop a solid understanding of estate and legal documents, the impact of litigation, and the development of building violations and required responses as part of land trust administration
Prepare and review documents requested by beneficiaries, attorneys, lenders, and others for signature under the supervision of the Assistant Vice President & Trust Officer
Maintain and input new land trust accounts and transactions on Entrust III System
Communicate professionally with attorneys, new clients, and existing clientele regarding accounts
Maintain ongoing relationships with clients, attorneys, and internal and external centers of influence
Maintain procedures for 20-year amendments and past due invoices under strict schedules and timelines
Process land trust payments and balance land trust income daily
Set up and process monthly ACH/Debit payments
Process credit card payments
Manage monthly invoices and customer statements
Prepare and monitor correspondence regarding building violations and real estate tax bills
Scan, file, and manage opening and closing of file setups
Efficiently manage daily phone inquiries in a patient courteous manner with accuracy
Independently process general land trust transactions received by email, mail, phone, fax, and in person
Actively comply with all applicable laws and regulations to include the Bank Secrecy Act, the Community Reinvestment Act, and all other deposit, lending, or non-deposit service regulations, adhering to the Bank’s internal policies, procedures, and risk management responsibilities contained in the Employee Handbook, the Employee Code of Conduct, and other applicable policies
Perform job-related responsibilities that support departmental and organizational goals, consistent with the scope and purpose of the position

Qualification

Land Trust experienceReal estate transactionsMicrosoft ExcelMicrosoft WordMicrosoft OutlookCustomer service skillsTyping skillsOrganizational skillsProblem-solving abilitiesTeam player

Required

Associate or bachelor's degree or equivalent job-related experience (legal secretary, paralegal, or real estate experience highly preferred)
Ability to work independently and take initiative while assisting others as a team player
Demonstrate working knowledge of general real estate transactions, loan documentation, and real estate titling
Proficiency with Microsoft Excel, Word, and Outlook
Ability to type efficiently and accurately
Strong organizational skills and ability to analyze and solve customer-related problems
Strong analytical skills, creativity, and problem-solving abilities

Preferred

Students in paralegal studies or similar disciplines preferred
Previous Land Trust experience is a plus
Knowledge of estate planning documents (Land Trust, Wills, Living Trusts, etc.) preferred

Benefits

Health insurance
Term life and disability insurance
Generous time off
401(k) Salary Savings Plan
Employee Stock Ownership Plan (ESOP)
FREE Fun Rewards checking account

Company

Marquette Bank

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Marquette Bank is a bank offering banking, real estate lending, and investment services in Chicagoland.

Funding

Current Stage
Growth Stage

Leadership Team

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Patrick Hunt
Executive Vice President and Chief Financial Officer
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Paul Eckroth
EVP & CFO
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Company data provided by crunchbase