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Top Trustee Skills

Below we've compiled a list of the most important skills for a Trustee. We ranked the top skills based on the percentage of Trustee resumes they appeared on. For example, 15.2% of Trustee resumes contained Financial Statements as a skill. Let's find out what skills a Trustee actually needs in order to be successful in the workplace.

The six most common skills found on Trustee resumes in 2020. Read below to see the full list.

1. Financial Statements

high Demand
Here's how Financial Statements is used in Trustee jobs:
  • 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).
  • Managed and prepared budgets, bookkeeping, payroll and financial statements and reports.
  • Prepared files for court every week and was responsible for case file audits Sent monthly financial statements to clients.
  • Prepared reports, memos, letters, Financial statements and other documents.
  • Assisted the Board in carrying out its fiduciary responsibilities by reviewing financial statements, monitoring organizational outcomes and asking questions.

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2. Bankruptcy

high Demand
Here's how Bankruptcy is used in Trustee jobs:
  • Ensured timely and accurate processing of all documentation associated with delinquent bankruptcy cases.
  • Prepared Bankruptcy files for attorney review and assisted in preparing for Confirmation hearings.
  • Provided administrative support such as typing and editing correspondence and filing bankruptcy documents.
  • Reviewed bankruptcy petitions and examined federal and state income tax returns.
  • Served as a United States Bankruptcy Trustee on the private panel of Chapter 7 trustees in the Eastern District of Wisconsin.
  • Authored reports for review by the Supreme Court regarding companies for which the Bankruptcy Trustee acts as the provisional liquidator.
  • Reviewed Bankruptcy Schedules to verify exemptions were proper under the Bankruptcy code, and all the necessary documents were included.
  • Attended hearings with the Trustee, drafted and filed motions, objections, and confirmations with the bankruptcy court.
  • Appointed by U.S. Department of Justice to administer consumer bankruptcy reorganizations for residents of five counties in S.W.
  • Monitored the functioning of office equipment; trained users on new or modified equipment and/or Bankruptcy software programs.
  • Analyzed each case for financial defaults in the Bankruptcy Plan, including preparing and filing Motions to Dismiss.
  • Calculated and reviewed a high volume of bankruptcy plans for feasibility and compliance with bankruptcy code.
  • Assisted Trustee in all areas of Chapter 7 bankruptcy documentation and attended Bankruptcy seminars and hearings.
  • Assisted the bankruptcy Trustee with necessary documentation as well as the preparation of bankruptcy hearing rooms.
  • Administered, monitored, and litigated bankruptcy cases filed in the Eastern District of Louisiana.
  • Used Third Year Practice certification at both creditors' meetings and in bankruptcy court.
  • Conducted detailed financial and factual analyses of bankruptcy cases for potential fraud and abuse.
  • Researched bankruptcy report and analyzed factors and determined if the plan was feasible.
  • Inputted all necessary information in to the Eastern District & Southern District Bankruptcy Court
  • Filed appellate briefs with the Bankruptcy Appellate Panel and U. S. District Court.

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3. Debtor

high Demand
Here's how Debtor is used in Trustee jobs:
  • 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.
  • Improved debtor payment entering process by applying a check verification procedure.
  • Interviewed and mediated section 341 Creditor Hearings for Chapter 13 Debtors, to ensure compliance with local and federal bankruptcy regulations.
  • Assisted attorney, filing, answered a variety of telephone and in-person inquires of creditors and debtors and completing final audits.
  • Reviewed and evaluated documents submitted by attorneys and acted as liaison with debtor attorneys to resolve all issues on their cases.
  • Fielded and answered all calls pertaining to Debtor's and Creditor's, with the ability to assess incoming information.
  • Researched accounts for judges and trustees and notified creditors and debtors of payoff balances and related account matters.
  • Allocated, verified, and posted all payments received from debtors, employers, and banking institutions.
  • E-filed Certificate of Plan Completion and Final Report to U.S. Bankruptcy Court resulting in Debtor Discharge.
  • Assisted in monthly disbursements of 4 to 5 million dollars to creditors, attorneys and debtors.
  • Performed receipt batching duty, which includes opening mail containing debtor payments and sorting into batches.
  • Completed pay history and updated changes to escrow, debtor suspense and Trustee Suspense as needed.
  • Analyzed debtor tax returns, and helped determine if there were any disposable income issues.
  • Drafted, served and filed applications, discharges, dismissal orders and affidavits on debtors.
  • Managed all aspects of my case load of debtors regarding their Chapter 13 bankruptcy.
  • Prepared all debtor deposits, checks, annual 1099's and case closings.
  • Negotiated with debtor's attorneys in order to resolve issues prior to hearings.
  • Provided courteous, knowledgeable, and efficient service to debtors during each call.
  • Provided information to debtors, creditors and attorneys with Chapter 13 inquiries.

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4. Creditor Meetings

high Demand
Here's how Creditor Meetings is used in Trustee jobs:
  • Supervised Chapter 11 Committees and presided over creditor meetings.

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5. Real Estate

high Demand
Here's how Real Estate is used in Trustee jobs:
  • 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.
  • Downsized real estate properties and consolidated investment accounts.
  • Founded family firm to develop reservation land and provide commercial real estate development services to Tribes, Pueblos and Alaskan Natives.
  • Managed cash- flow properties and collaborated with other real estate professionals to realize the highest and best use of investments.
  • Hired and collaborated with legal, real estate, tax and service professionals.
  • Acquired, sold, and managed real estate in Maine and Florida.
  • Owned and operated a Real Estate & Appraisal business.
  • Attended Real Estate Auctions to obtain ownership
  • Invested in commercial loans backed by Real Estate net APR 35% ROI to date.
  • Organized bankruptcy cases Researched and supported valuations of real estate and automobiles CAMPUS INVOLVEMENT

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6. Board Members

high Demand
Here's how Board Members is used in Trustee jobs:
  • Developed, established, and monitored a board members telephone/contact roster.
  • Elected board members are responsible for representing safety member interest.
  • Analyzed businesses and presented a series of business plans and budgets to the owners and board members.
  • Reported student activity to board members and served as liaison between board and student body.
  • Elected board Chair by other board members from 2001 and 2008.
  • Provided bi-monthly reports on fundraising progress to other hospital board members, the public, and hospital administration.
  • Attended monthly board meetings Worked with other board members and Village President to make decisions for Village business

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7. Scholarship

high Demand
Here's how Scholarship is used in Trustee jobs:
  • Assisted the director in personnel policies, annual fundraisers, event planning and oversaw committee in distributing scholarship moneys.
  • Elevated funds to the scholarship foundation by $200,000 during the past three years.
  • Evaluated and scored scholarship applications; notified applicants of the board's decision
  • Served as Supported School Trustee for Samuel Ready Scholarship.
  • Processed artists' riders and worked with catering President's Scholarship: 2011 - 2015 companies to incorporate special requests.
  • Served as administrator of the Ministerial Education fund and awarded scholarships to qualified persons for continuing education and graduate school.

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8. Personal Property

high Demand
Here's how Personal Property is used in Trustee jobs:
  • Acquired and hold real and personal property in the name of the district.
  • Managed all estate assets, secured personal property, paid insurance premiums.
  • Managed trust assets, secured personal property.
  • Processed preferential payment letters for bankruptcy of major Arkansas company Drafted bankruptcy schedule petitions, personal property, secured and unsecure claims

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9. Foreclosure

high Demand
Here's how Foreclosure is used in Trustee jobs:
  • Created documents and letters in conjunction with foreclosure
  • Processed legal requests for foreclosures, applying regulatory guidelines to ensure compliance within the State of Colorado.
  • Worked with legal and other organizations to clear liens on documents and proceed with foreclosure proceedings.
  • Coordinated with company's attorneys and testified on the company's behalf at foreclosure trials.
  • Worked with HOA/COA management to clear fees and dues to prevent foreclosure.
  • Commenced the foreclosure process by creating the Notice of Default for recording.
  • Reviewed title issues and suggested means to clear the title for sale/foreclosure
  • Served as an agent of mortgage companies during foreclosure sales.
  • Called lenders and trustees to update foreclosure dates.
  • Created documents to notify customers about impending default statuses and legal foreclosure action.
  • Provided customer service and translation for customers purchasing foreclosure information.
  • Coordinated foreclosure publication and sales dates in county newspapers.
  • Managed Data Base Obtained bids from banks/Managed foreclosures
  • Acted as Trustee conducting foreclosure sales throughout Missouri and Eastern Kansas and served as onsite representative for evictions and move outs.

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10. Counsel

average Demand
Here's how Counsel is used in Trustee jobs:
  • Reviewed monthly operating results and provided guidance and counsel to management on emergent problems and performance improvements.
  • Counseled students with academic and personal problems.
  • Referred up to $30,000 of felony, misdemeanor, and family law cases to outside counsel.
  • Located and escorted individuals to appointment with case managers, doctors, counselors, and unit managers.
  • Counseled Board in review of legal documentation including lease/purchase of real estate for the new campus.
  • Reviewed weekly hearing docket issued by the Court; prepared and analyzed motions scheduled for counsel.
  • Employed the President, deliberated the hiring of the General Counsel, and Vice Presidents.
  • Asked to select and recommend Executive Counsel for the organization.
  • Observed Bankruptcy court hearings and assisted counsel.
  • Worked extensively with village counsel on municipal law/regulatory matters.Declined requests to seek statewide office or reelection.

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Jobs With Trending Skills

11. Annual Budget

average Demand
Here's how Annual Budget is used in Trustee jobs:
  • Assisted in preparation and implementation of the annual budget as well as negotiating with various roofing, landscaping and paving contractors.
  • Submitted annual budget request to the committee for property maintenance, improvement, and new property purchases.
  • Provided vision, oversight and careful control of the University's $15 million dollar annual budget
  • Approved the annual budget and major program fees.
  • Assisted with annual budget and narratives.
  • Adopted and oversaw the annual budget.
  • Managed home association with other trustees Developed annual budget and supervised maintenance for common areas
  • Managed annual budget in excess of [ ] and allocated funds for road maintenance, fire protection, and infrastructure upkeep.
  • Delivered strategic direction for 5th largest district in the nation with 320,000 students and a $ 2.0B annual budget.
  • Participated on sevenmember council; approved annual budget and monthly expenses Led committee responsible for liaising with local Sheriff Department

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12. Trust Administration

average Demand
Here's how Trust Administration is used in Trustee jobs:
  • Managed Residential and Commercial NNN Rental Income Property Negotiated Commercial Lease Renewals Supervised Trust Administration and Tax Filings Supervised Domestic Caregiver Staff

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13. Student Body

average Demand
Here's how Student Body is used in Trustee jobs:
  • Represented the student body at various college, political events and professional educational conferences across the state of California.
  • Elected by the student body to be a student representative to over 7,000 students on the Board of Trustees.
  • Elected by student body to serve as student representative to the governing board of the university.
  • Formulated and executed campaign material to ensure that the candidates vision is brought to the student body
  • Represented the student body at trustee meetings; advocated statewide and nationally for BCC students.
  • Liaised the student body and the Board through structured committee meetings and informal student sessions.
  • Attended and represented the Union College Student body in presentation at annual board meetings.
  • Contributed to and attended regular Board of Trustee and Associated Student Body Government meetings.
  • Served as the sole student body representative on the Board of Trustees.
  • Represented the voice and opinion of the student body.
  • Represented the student body during voting processes.
  • Liaised between the student body and the Board of Trustees (B.O.T.)
  • Expressed views of student body to administration Arbitrated important decisions regarding the institution
  • Addressed agenda items in public trustee meetings.Acted as a liaison between Foothill's student body and the district chancellor.
  • Represented the student body of Crafton Hills College state wide meetings.
  • Represented the student body of Crafton Hills College to the San Bernardino Board of Trustees.

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14. Court Proceedings

average Demand
Here's how Court Proceedings is used in Trustee jobs:
  • Acted as the record keeper for depositions and court proceedings.

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16. Governance

average Demand
Here's how Governance is used in Trustee jobs:
  • 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.
  • Served on Governance, Strategic Planning, Nominations & Outreach Committees
  • Increased student governance and participatory decision making based on resulting in multiple satellite locations Managed the day-to-day operations of the office.
  • elected position) Responsible for examining in-depth issues pertaining to budget, curricular, policy and governance.
  • Researched and drafted bylaws and organizational policies and recruited qualified and motivated Board Members as Chairman of Governance and Nominations Committee.

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18. Alumni

average Demand
Here's how Alumni is used in Trustee jobs:
  • Nominated to serve a three-year term: serving on a newly created sub-committee focused on alumni involvement.
  • Appointed as an Alumni Trustee.
  • Developed a [ ] Text-To-Give Campaign to garner young alumni support and fund need based scholarships.
  • Pioneered initiatives such as monthly collaborations between HYPE and Hartford-area colleges/universities to promote networking and social forum for area alumni/ea.
  • Championed adoption of consent agenda procedure, streamlining meetings and improving overall effectiveness of alumni leadership.
  • Collaborated with university faculty and staff to increase alumni engagement, recognition, and contributions to the facilities

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19. ECF

low Demand
Here's how ECF is used in Trustee jobs:
  • Filed documents with the bankruptcy court through Pacer/ECF and served on parties in interest.
  • Filed and downloaded all documents from the FTP site; E-filed and ECF.
  • Utilized the TCM/ECF electronic docket system on a daily basis.
  • Created, mailed and entered data into ACMS andCM/ECF for 341 meeting waivers.

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20. Finance Committee

low Demand
Here's how Finance Committee is used in Trustee jobs:
  • Assisted finance committee decision making and recommendations.
  • Served on conference planning committee, budget and finance committee, affiliate development committee, and executive committee.
  • Reviewed and approved $32 million budget for school district (Finance Committee Chair).
  • Established variance analysis procedures to assist management and the finance committee in understanding why the financial position of the organization changed.
  • Participated in strategic decisions as member of Executive and Finance Committees.
  • Worked with Finance Committee to develop sustainable budget

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21. Pacer

low Demand
Here's how Pacer is used in Trustee jobs:
  • Reported through on-line services for NewTrac, Lenscape, Countrywide and Pacer.

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22. IRS

low Demand
Here's how IRS is used in Trustee jobs:
  • Distributed corresponding inheritances to heirs.
  • Assigned responsibility for the government, control, and general management of the affairs, funds and property of the Village.
  • Demonstrated willingness to step in where needed by working with maintenance to complete repairs and upkeep of Village properties.
  • Worked on developing one of the first systems to send encrypted data to the IRS for electronic filing.
  • Selected to undertake a 6-year commitment as the first board of the Class of 2015's Alumni Association
  • Communicated with United States Veterans Affairs and private insurance companies and Veterans Hospital for Alzheimer's patients.
  • Reviewed the audited final accounting statement and distributed the checks to each of the beneficiaries and IRS.
  • Processed and updated all information for CPA to prepare 1099 IRS forms at end of calendar year.
  • Voted on current bills to be paid and whether services were needed for all upcoming repairs.
  • Prepared and distributed 1099 R IRS forms to eligible participants and Reported 1099R information to IRS.
  • Worked in the student activities and affairs office, often completing tasks when they were shorthanded.
  • Proposed and assisted in the first day of school celebration for the entire community.
  • Evaluated all grants and donations in accordance with IRS guidelines for 990 PF.
  • Raised $35,000 in sponsorship for Bomb's inaugural literary supplement First Proof.
  • Elected to the position of Vice-Chairman to oversee the operations of church affairs.
  • Represented student body on the Board and on the Student Affairs committee.
  • Served on Academic and Student Affairs Committee and Honorary Degree Advisory Committee.
  • Initiated and led the first five-year strategic planning process for the Village.
  • Engaged independent contractors to complete necessary repairs on all aspects of properties.
  • Served as first trustee and secretary of the board.

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23. Village Board

low Demand
Here's how Village Board is used in Trustee jobs:
  • Elected to and served on the Lisle Village Board of Trustees for two four-year terms with $67M budget oversight.
  • Elected by the citizens of University Park, IL to represent their interest on the Village Board of Trustees.
  • Elected to the village board of trustees, receiving the highest vote total in a six candidate race.

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24. Property Management

low Demand
Here's how Property Management is used in Trustee jobs:
  • Promoted to Controller while retaining direct reports for property management.
  • Handled the portfolio and property management, leasing, disposition, and distribution of assets of a number of private trusts.
  • Liaised with property management staff and served on Employee Recognition and Newsletter Committees.
  • Worked with financial budgets, equipment purchases, property management, and employee contracts

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25. Community Services

low Demand
Here's how Community Services is used in Trustee jobs:
  • Aligned, mobilized, motivated and coordinated 250 personnel in delivering community services.
  • Managed the Office of Community Services and the AmeriCorps state program.
  • Approved budget and treatment plans for community services with other board members.
  • Served as board member and Interim Executive Director of The Phyllis Wheatley Neighborhood Community Services Social Services Program.

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26. Strategic Plan

low Demand
Here's how Strategic Plan is used in Trustee jobs:
  • Spearheaded evaluation of Association's mission and developed five and ten year strategic plans.
  • Involved in strategic planning for long and short term plans for the school.
  • Initiated HEFN's 2010 strategic planning process Established and co-chaired HEFN-CA, a california collaborative of health and envrionmental funders.
  • Developed and implemented strategic plan for Division to ensure immediate and long-term service quality and financial sustainability.
  • Coordinated numerous comprehensive and strategic planning initiatives with engineering and planning consultants and other municipal department heads.
  • Advised senior executives at Dell Inc. on strategic planning and innovative solutions for emerging markets in entrepreneurship and education

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27. Church Property

low Demand
Here's how Church Property is used in Trustee jobs:
  • Managed and maintained the church property.
  • Worked with the maintenance of church property Made financial decision regarding the repairing or replacing of church property

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28. Economic Development

low Demand
Here's how Economic Development is used in Trustee jobs:
  • Handled complaints from residents concerning economic developments Ability to effectively host a successful job and health fair within our community.
  • Restored positive relationships with municipalities and assisted with comprehensive and environmental planning and community and economic development.
  • Handled complaints from residents concerning parking issues, street improvements, zoning, economic developments, sanitation and trash collections.
  • Served on a two-year commission to create a Comprehensive Economic Development Strategy (CEDS) for the Borough.2013-2014.
  • Acted as liaison between City staff, Seminole Regional Chamber staff and local businesses for economic development.
  • Managed real estate and economic development projects in Chicago's Central Area.

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29. Executive Committee

low Demand
Here's how Executive Committee is used in Trustee jobs:
  • Served on Executive Committee for 4 years.
  • Assigned to the Student Development Committee Attended quarterly meetings Attended commencement ceremonies Member of Executive Committee
  • Prepared presentations for executive committee and served as liaison for audit preparation tasks.
  • Administered Executive Committee recommendations regarding senior management compensation and performance evaluations.
  • Collaborated with the Chair of the Department of Medicine and the Medical Executive Committee to improve internal processes and policies.
  • Prepared and presented monthly agenda items at Executive Committee (EC) and General Membership (GM) meetings.

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30. Family Trust

low Demand
Here's how Family Trust is used in Trustee jobs:
  • Directed Wells Fargo Wealth Management group and the beneficiaries of the Family Trust pertaining to distribution of equity portfolios.
  • Appointed trustee of family trust to ensure that all assets were managed in consideration of all involved parties.
  • Completed the Swain Family Trust from burial arrangements to filing tax returns for the decedent.

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31. Financial Records

low Demand
Here's how Financial Records is used in Trustee jobs:
  • Handled and maintained all the financial records for auditing purposes.
  • Reviewed all financial records of the organization.
  • Obtained and kept track of all the financial records Voted in by members of the union & company
  • Constructed financial data system Maintain financial records Provide basic bookkeeping
  • Prepared accurate financial records and reports for precise forecasting and organizational planning.
  • Assured accurate and complete financial records were maintained.

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20 Most Common Skill For A Trustee

Financial Statements15.2%
Bankruptcy11.5%
Debtor10.2%
Creditor Meetings9.5%
Real Estate7%
Board Members4.6%
Scholarship4.2%
Personal Property4%

Typical Skill-Sets Required For A Trustee

RankSkillPercentage of ResumesPercentage
1
1
Financial Statements
Financial Statements
15.2%
15.2%
2
2
Bankruptcy
Bankruptcy
11.5%
11.5%
3
3
Debtor
Debtor
10.2%
10.2%
4
4
Creditor Meetings
Creditor Meetings
9.5%
9.5%
5
5
Real Estate
Real Estate
7%
7%
6
6
Board Members
Board Members
4.6%
4.6%
7
7
Scholarship
Scholarship
4.2%
4.2%
8
8
Personal Property
Personal Property
4%
4%
9
9
Foreclosure
Foreclosure
2.9%
2.9%
10
10
Counsel
Counsel
2.7%
2.7%
11
11
Annual Budget
Annual Budget
2.4%
2.4%
12
12
Trust Administration
Trust Administration
2.4%
2.4%
13
13
Student Body
Student Body
2.3%
2.3%
14
14
Court Proceedings
Court Proceedings
2.3%
2.3%
15
15
Legal Documents
Legal Documents
2.2%
2.2%
16
16
Governance
Governance
1.8%
1.8%
17
17
Legal Issues
Legal Issues
1.5%
1.5%
18
18
Alumni
Alumni
1.4%
1.4%
19
19
ECF
ECF
1.3%
1.3%
20
20
Finance Committee
Finance Committee
1.3%
1.3%
21
21
Pacer
Pacer
1.3%
1.3%
22
22
IRS
IRS
1%
1%
23
23
Village Board
Village Board
0.9%
0.9%
24
24
Property Management
Property Management
0.9%
0.9%
25
25
Community Services
Community Services
0.8%
0.8%
26
26
Strategic Plan
Strategic Plan
0.7%
0.7%
27
27
Church Property
Church Property
0.7%
0.7%
28
28
Economic Development
Economic Development
0.7%
0.7%
29
29
Executive Committee
Executive Committee
0.7%
0.7%
30
30
Family Trust
Family Trust
0.7%
0.7%
31
31
Financial Records
Financial Records
0.7%
0.7%

16 Trustee Jobs

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