Estate Property Supervisor (Department Promotional Only)

County of San Mateo, CA
Published
February 13, 2020
Location
Redwood City, California
Job Type

Description

Description
San Mateo CountyHealth'sAging & Adult Services Division is seeking an experiencedEstate Property Supervisortoprovide direction and supervision to staff involved in the management of client assets; inventory, evaluate, manage and dispose of the assets of clients under the jurisdiction of the Public Guardian/Public Administrator Programs; and supervise staff involved in the maintenance of storage areas for clients' personal property.

The Estate Property Supervisorin the Public Guardian/Public Administrator Programs is abusiness-oriented high level financial position that will work withDeputy Public Guardians and supervise Estate Management staff on the management of assets andproperty of conserved clients under the Public Guardian Program and estates under the Public Administrator Program.

Under the direction of the Administrative Services Manager I, this position will be responsible for directly supervising staff and schedulingof warehouse activities;and registering assets, estate planning reviews, cost basis analysis, and managing clients' loans, bank accounts, IRAs, annuities, stocks and investments.This position will also be responsible for working with contracted Real Estate Agents to accurately price and sell clients' real property, as necessary, including managing escrows and changing titles.In addition, this position will be the primary contact for working with a contracted Certified Public Accountant to properly research and prepare individual client taxes and estate taxes, including back taxes and amended taxes, as necessary, for conserved and deceased clients.This Supervisor will occasionally travel off-site to attend meetings with other organizations and to client's homes, as needed, to address and resolve issues. This Supervisor will oversee parts of the Purchasing Process within Aging and Adult Services.

Theideal candidatewill haveknowledge in financial management, real estate marketingandtax preparation;a business degree and/or the equivalent experience;and be familiar with supervisory principles and practices.
Examples Of Duties
Duties may include, but are not limited to, the following:

  • Supervise, schedule, and direct personnel involved in the maintenance of storage areas for clients' personal property.
  • Supervise staff who participate in the purchasing process and use programs such as OFAS for creation of purchase orders and approval of invoices.
  • Train staff in the process and legal aspects of asset investigation and estate management.
  • Coordinate the maintenance of records of inventories and case histories.
  • Prepare reports relative to the disposition of real property, mobile homes, and intangible personal property.
  • Review and approve contracts for the purchase, finance, maintenance, management and transfer of real and personal property.
  • Rent, renovate, refinance, and/or sell real property and mobile homes and/or monitor contractor management/sales.
  • Coordinate property maintenance and repairs.
  • Personally visit estate real property and mobile homes upon appointment and semi-annually thereafter, reporting problems or changes to Deputy Public Guardian.
  • Monitor stocks and bonds and active investments/reinvestments.
  • Investigate insurance coverage and arrange for coverage where needed.
  • Inspect and determine the value of real property and mobile homes.
  • Search for title of clients, inspect title reports, and take steps to remove liens.
  • Compute note payments and values, monitor payments on notes to assure assets are current, and initiate and monitor foreclosure when appropriate.
  • Act as a representative of the Deputy Public Guardian in dealing with contractors, private parties and the Court.
  • Perform related duties as assigned.

Qualifications
Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying. A typical way to qualify is four years of experience as a bank trust officer, real estate agent, investment counselor, and/or property accountant.

Knowledge of:

  • Principles and practices of supervision, training and development.
  • Federal, State and local laws and codes related to estate management.
  • Laws and regulations pertaining to real estate transactions.
  • Basic accounting practices.
  • Principles and practices of estate administration.
  • Techniques and methods used in preparing and evaluating contracts for the sale, purchase and transfer of property.
  • Financial market (stocks, bonds, securities, certificates of deposits, etc.) investment/ reinvestment practices.
  • Methods of real property appraisal.
  • Techniques of property management and eviction procedures.
  • Credit, collection and investigative principles and practices.

Skill/Ability to:

  • Plan, organize, supervise, and evaluate the work of assigned staff.
  • Train staff involved in the management of clients estates.
  • Understand and monitor contracts for estate administration.
  • Evaluate and interpret laws and regulations, legal documents, maps and financial statements.
  • Maintain complete and accurate records.
  • Develop and maintain effective and cooperative working relationships with County staff, business organizations, and individuals contacted in the course of the work.
  • Make sound decisions based on the exercise of judgement and the consideration of all available information.
  • Understand and respect cultural differences.
  • Prepare clear and concise written reports.
  • Communicate effectively.

Application/Examination
Departmental Promotional Only.Only current County of San Mateo employees in San Mateo County Healthwith at least six months (1040 hours) of continuous service in a classified regular, probationary, SEIU or AFSCME represented extra-help/term position prior to the final filing date may apply.

Responses to the supplemental questions must be submitted in addition toour regular employment application form. A resume will not be accepted as a substitute for the required employment application and/or supplemental questionnaire.

The examination process will consist of an application screening (weight: pass/fail) based on the candidates' application and responses to the supplemental questions. Candidates who pass the application screening will be invited to a panel interview (weight: 100%). Depending on the number of applicants an application appraisal of education and experience may be used in place of other examinations or further evaluation of work experience may be conducted to group applicants by level of qualification. All applicants who meet the minimum qualifications are not guaranteed advancement through any subsequent phase of the examination. All examinations will be given in the County of San Mateo, California and applicants must participate at their own expense.

IMPORTANT:Applications for this position will only be accepted online.If you are currently on the County's website, you may click the"Apply"button. If you are not on the County's website, please go tohttps://jobs.smcgov.org/to apply. Online applications must be received by the Human Resources Department before midnight on the final filing date.

Tentative Recruitment Timeline
Final Filing Date: February 21, 2020
Application Screening: Week of February24, 2020
Panel Interviews: Week of March 2, 2020

At the County of San Mateo, we welcome and celebrate the diversity of our employees, and strive to create a workplace where they feel valued every day.
County of San Mateo is proud to be an Equal Opportunity Employer.

HR Contact: Kristin Herman (020720) (Estate Property Supervisor - G215)

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