About Quest Trust Company

As the nation’s leading provider of Self-Directed IRAs, Quest Trust Company is reshaping the way we prepare for retirement and build wealth for future generations. Clients can invest their retirement accounts into alternative investments, including real estate, promissory notes, private companies and much more. Quest Trust Company is looking for ambitious, dedicated and hardworking business professionals to join the team. Think you have what it takes? Apply now!

Perks & Benefits:

Our mission is to deliver unparalleled work experience with a culture that values excellence, ambition, teamwork, and a positive atmosphere. We provide you with lots of education and training, and consistent mentorship. We believe in cultivating a philosophy that fosters innovation, integrity, hospitality, and growth. By maintaining that ambitious sense of purpose, it allows us to engage competitively in any market.

• $500.00 sign-on bonus after successfully passing New Hire Review
• Flexibility to Work From Home after one year of service
• Opportunity for internal promotions and career development
• Excellent growth and advancement opportunities
• Health Insurance (available after 60 days of full-time employment)
• Parental Leave (available after one year of service)
• 7 Paid Holidays
• 48 hours of personal time each year
• 401(k) plan enrollment after one year of service
• 10 paid vacation days after one year of service
• 15 paid vacation days after five years of service
• Free snacks and drinks for staff
  
• Quarterly team building activities and much more

Roles & Responsibilities include (but not limited to):

The general purpose of a Real Estate Processor is to review and process Real Estate investments assigned by the Real Estate Supervisor. As the Real Estate Processor, the ideal candidate will be tasked with working closely with title companies and attorneys to ensure the investment paperwork is in good order and funds are released in time for closing. A Real Estate Processor will possess an understanding of real estate contracts, settlement statements, and other closing documents related to purchases and sales of real estate. The Real Estate Processor will also be the bridge of communication between the Real Estate Department and adjacent departments such as Transfers, Sales, Post Closing, etc. In addition, the Real Estate Processor will also process files in Salesforce and answer client calls regarding new or existing real estate investments held within their IRA account.

• Review and interpret investment documentation such as real estate contracts, settlement statements, warranty deeds, etc.
• Work closely and communicate with 3rd parties such as title companies, real estate agents, attorneys, and lenders.
• Examine closing documents and finalize the real estate transaction
• Client correspondence including phone calls, e-mails, and in-house consultations
• Manage internal relationships with corresponding departments and colleagues
• Develop and manage client relationships
• Entry of data into Salesforce for the internal processing of investments
• Manage pending investment portfolios
• Execute and comply with all Quest confidentially agreements and Quest policies for handling client data and information
• Perform other job-related duties as required

Education & Experience

• Some College/Associate’s Degree required
• A minimum of 1 year of directly job-related experience recommended

Skills & Qualifications

• Time management skills with the ability to organize and prioritize
• Vast Real Estate experience
• Previous experience with mortgages, investments, loans, and titles
• Previous knowledge and experience of AR, AP, and Transfers departments
• Previous IRA experience
• Excellent verbal and written communication skills
• Quest Management Training
• Real Estate certification/license
• Salesforce knowledge
• CISP certification preferred
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)

• Type minimum 55-60 WPM
  • Typing Test