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Trustee skills for your resume and career
15 trustee skills for your resume and career
1. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Managed all operational, strategic, accounting and financial statements, administrative functions including payroll using spreadsheets.
- Assisted in the preparation of financial statements and regulatory reporting to bankruptcy Trustee (Chapter 11).
2. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Analyzed relevant real estate market data and performed cost-benefit analyses on potential investments.
- Researched and executed investment opportunities in commercial and residential real estate.
3. Debtor
- Presided over federal hearings to investigate Debtor's financial condition including assets and liabilities.
- Reviewed contents of contracts between debtors and creditors to determine validity.
4. Bankruptcy Court
- Attended hearings with the Trustee, drafted and filed motions, objections, and confirmations with the bankruptcy court.
- Communicate with Bankruptcy Court Offices, Trustees, and customer Attorney's to address questions and concerns.
5. Scholarship
A scholarship is financial support given to a student. The financial support will be utilized for the student's schooling. Some scholarships are awarded because of academic achievement (merit-based), while other students receive this because of lack of funds (need-based). The benefactor usually sets the scholars' criteria and defines what and how the support will be utilized. It could be used to pay tuition, purchase books, allowance, or other educational expenses that the student may incur.
- Organize and participate in interview process of Scholarship candidates.
- Volunteer organization responsible for managing Memorial Scholarship fund.
6. Foreclosure
Foreclosure is a term that refers to the legal process used by mortgage holders to take over mortgage real estate from borrowers who are unable to pay their mortgages. Foreclosure allows the lenders to collect the amount owed on the defaulted loan by taking possession of the asset which is used as collateral for the loan or by forcing it to sell.
- Created documents and letters in conjunction with foreclosure
- Build relationships with Investors to invest in foreclosure single family homes with beneficial ownership in a Trust.
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Governance is the means by which countries or organizations are overseen or controlled by their leaders. This may be through laws, regulations, policies and processes that guide behaviour in a way that upholds the principles defined by the leaders. Often, they come with consequences for breach and reward for implementation.
- Prepared documents for governance aspect of Connecticut Association of Independent Schools accreditation process.
- Established a core project team, created project governance rules, and reported to senior executive and the board.
8. Pacer
- Complete knowledge of all aspects of electronic filings, including CM/ECF and PACER.
- Review, comprehend and document all bank and court documents (PACER).
9. Alumni
Alumni is a term used for graduate students of a school, college, university, or any other educational institution. The term is also used for employees of a company or a previous member of a group or an organization that has been retired. Alumni represent the institutions or organizations that they were previously associated with.
- Serve as co-head of the school s alumni association, responsible for community engagement with over 1,500 former students.
- Selected to undertake a 6-year commitment as the first board of the Class of 2015's Alumni Association
10. Bankruptcy Code
- Evaluate Plans (original/amended/modified) to determine payment feasibility, compliance with the federal bankruptcy code.
- Reviewed Bankruptcy Schedules to verify exemptions were proper under the Bankruptcy code, and all the necessary documents were included.
11. Trust Assets
- Worked closely with Tribes to insure increased management of their trust assets through Self-Governance and Self-Determination.
- Appointed position Handled final distribution of Trust assets to beneficiaries
12. Student Body
- Represented the student body at various college, political events and professional educational conferences across the state of California.
- Advise on the board of trustees Study agenda items and analyze the effects on student body Vote on board of trustees
13. Finance Committee
- Assisted finance committee decision making and recommendations.
- Served on conference planning committee, budget and finance committee, affiliate development committee, and executive committee.
14. Financial Reports
- Board meets monthly to review banks financial reports, cultivating new business and helps determine the direction of the bank.
- Manage and maintain electronic filing system to ensure confidentiality of legal documents, financial reports, and business files.
15. Legal Research
- Position involved heavy legal research, case and data analysis.
- Conducted legal research and documentation for Court.
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List of trustee skills to add to your resume
The most important skills for a trustee resume and required skills for a trustee to have include:
- Financial Statements
- Real Estate
- Debtor
- Bankruptcy Court
- Scholarship
- Foreclosure
- Governance
- Pacer
- Alumni
- Bankruptcy Code
- Trust Assets
- Student Body
- Finance Committee
- Financial Reports
- Legal Research
- Tax Returns
- Property Management
- Bankruptcy Cases
- Community Services
- Court Orders
- Executive Board
- Strategic Plan
- Legal Issues
- ECF
- Property Maintenance
- Executive Committee
- Economic Development
- IRS
- Court Hearings
- Baptist
Updated January 8, 2025