Trust Real Estate Advisor 3 - Oil & Gas

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Trust Real Estate Advisor III - Oil & Gas within PNC's Asset Management Group organization, you will be based in Dallas, TX. Other PNC locations will also be considered.

As a Trust Real Estate Advisor III, you will be responsible for the comprehensive management of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and investment management relationships. You will provide fiduciary oversight, asset strategy, risk management, client service, while working with trust officers, relationship managers, attorneys, accountants, engineers, land professionals, operators, and other stakeholders. In this role, you will:

• Manage a portfolio of complex energy and mineral assets, ensuring compliance with fiduciary obligations, governing documents, policies, and regulatory requirements.
• Administer oil and gas leases, division orders, leases, and other asset development opportunities.
• Conduct title review and search, ownership verification, contract interpretation, probate-related analysis, and resolution of title defects or revenue issues.
• Monitor and analyze asset performance, royalty and working-interest revenues, joint interest billings, reserve reports, valuations, taxes, and operator activity to maximize value and mitigate risk.
• Review annual reviews, investment recommendations and create client reports and presentations.

Preferred experience/skills:

• Experience in oil and gas, mineral management, land administration, fiduciary asset management, and trust services.
• Strong knowledge of oil and gas leases, title matters, mineral and working interests, fiduciary principles, and financial analysis.
• Excellent analytical, organizational, communication, and presentation skills.
• Proficiency with Microsoft Office and industry platforms such as Enverus/DrillingInfo, MineralSoft, or similar systems.
• RPL (Registered Professional Landman), CPL (Certified Professional Landman), RL (Registered Landman), JD, or comparable professional designation highly preferred.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Acts as subject matter expert to oversee all assigned trust owned real estate assets which may include highly complex residential, rental, commercial, farmland and timber properties as well as oil, gas and mineral interests. Accountable for identifying, mitigating and escalating risk while acquiring, preserving and managing these properties.
• Complies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and procedures, to include such activities as: real estate purchases, sales, leases, negotiations, general property management, safekeeping, disposition/productivity analysis, bill payments, tax and insurance enforcement and the hiring of contractors and agents.
• Collaborates as the subject matter expert with AMG Fiduciary Counsel and Market Fiduciary Advisors and Managers as necessary to ensure risks are appropriately analyzed, managed, escalated and resolved.
• Accountable for assessing risk and making recommendations to accept, retain or sell assets. Oversees annual reviews. Presents recommendations to Real Estate Trust Investment Committee and/or Special Assets Committee, according to committee guidelines.
• Preserves and manages assigned physical properties. Makes recommendations for property improvements based on need. Coordinates the hiring of professionals as needed for maintenance and upkeep of the property. Ensures all properties are adequately inspected, valued and insured; ensures all taxes, insurance premiums and property related expenses are timely paid and kept current.
• Guides all activities necessary to purchase or sell a property. Determines if capital improvements are necessary. Assesses risk of transaction. Presents recommendations to Real Estate Trust Investment Committee or and/or Special Assets Committee. Engages with internal partners and external service providers to ensure a smooth and accurate transfer of ownership.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Competencies

Contracts Review, Decision Making and Critical Thinking, Effective Communications, Fiduciary Responsibilities, Lease and Property Management - Real Estate, Real Estate Development, Real Estate Law & Policy Compliance, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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