Real Estate Asset Manager

Real Estate and Special Asset Manager

The Real Estate and Special Asset Manager is responsible for overseeing the acceptance, acquisition, management, and liquidation of trust-owned real estate and special assets throughout the United States. Special assets include life insurance, real estate, loan, notes, oil, gas, and mineral rights, and privately held companies. This role ensures all activities are conducted in compliance with fiduciary responsibilities, applicable laws, and Capital First Trust Company's policies and procedures. The manager collaborates closely with trust servicing team members and external legal and financial partners to effectively manage and administer trust assets. Serves as point of contact with clients and beneficiaries on trust owned real estate activity. This position reports directly to the Chief Fiduciary Officer.

Role Responsibilities

Trust Administration

• Evaluate and oversee the acquisition and disposition of trust-owned real estate and special assets.
• Manage the acquisition and maintenance of insurance coverage for trust properties.
• Collaborate with trust officers, legal counsel, financial advisors, and external vendors.
• Act as the subject matter expert on trust-owned real estate for internal teams and clients.
• Ensure compliance with fiduciary standards, legal regulations, and company policies.
• Coordinate property inspections, valuations, environmental assessments, and title reviews.
• Handle insurance claims, property maintenance, and modifications.
• Maintain accurate records of all real estate and special asset transactions.
• Allocate receipts and expenditures in accordance with trust accounting principles.
• Participate in asset committees, audits and compliance reviews.
• Provide regular reporting to the Chief Fiduciary Officer.

Competencies

Communication Skills

Computer / Technical Skills

Organization

Judgment

Role Qualifications