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Job Description: Alex Job Description

  • Location: Alex Location
  • Direct Supervisor: Alex Direct Supervisor
  • Weekly hours of employment: Alex Weekly Hours of Employment
  • Effective Start Date: 07/04/2023
  • Closing date for applications: 07/24/2023
Position Overview: Alex Position Overview

Qualifications:

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    Alex Qualification

General Responsibilities:

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    Alex General Responsibility
    • item 1
    • item 2

Attributes:

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    Alex Attributes


Job Description: TRUST PROCESSOR

  • Location: Bedford, TX
  • Direct Supervisor: Scott McGrath
  • Weekly hours of employment: 40 hours per week
  • Effective Start Date: 07/27/2023
  • Closing date for applications: 07/28/2023
Position Overview: We are seeking a highly skilled and experienced Trust Processor to join our team. The Trust Processor will be responsible for assisting with the preparation of various legal documents, such as Bill of Sales, Demand Notes, Lease Agreements, and Quit Claim Deeds, for clients based on the trust structure they have purchased. The candidate should be proficient in Microsoft Office and possess excellent attention to detail. In addition, the Trust Processor will communicate with clients to verify client information.

Qualifications:

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    1. At least 2 years of experience in banking or a related field.
    2. Proficient in Microsoft Office and other relevant software applications.
    3. Familiarity with legal documents and terminology.

General Responsibilities:

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    1. Prepare and finalize legal documents for clients based on the structure advised by consultants.
    2. Create trust books.
    3. Oversee and manage administrative duties as needed, including ordering office supplies, creating FedEx labels and ordering FedEx supplies, and organizing and updating  the Share drive.
    4. Work collaboratively with colleagues to ensure the efficient and effective operation of the office.

Attributes:

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    1. Detail-oriented and able to maintain accuracy in a fast-paced environment.
    2. Ability to work independently and as part of a team.
    3. Friendly and approachable demeanor.
    4. Strong work ethic and commitment to excellence.
    5. Strong organizational and time management skills.