Shannon Epps Email & Phone Number

Oklahoma City, Oklahoma Area

TRUST OFFICER - REAL ESTATE OPERATIONS MANAGER* ASSET MANAGEMENT *- Oversee the care and maintenance for a portfolio of Residential, Rental and Agricultural properties.- Conduct title research, identify and file any corrections that need to be made.- Conduct property evaluations to determine best use, marketability, income potential, and repair/maintenance/renovation needs. - Contractor selection and project management.- Ensure proper receipt of funds and payment of… Show more TRUST OFFICER - REAL ESTATE OPERATIONS MANAGER* ASSET MANAGEMENT *- Oversee the care and maintenance for a portfolio of Residential, Rental and Agricultural properties.- Conduct title research, identify and file any corrections that need to be made.- Conduct property evaluations to determine best use, marketability, income potential, and repair/maintenance/renovation needs. - Contractor selection and project management.- Ensure proper receipt of funds and payment of expenses for accurate tax, legal, partnership, or other reporting.- Facilitate necessary real property sales or purchases.- Respond to the needs of beneficiaries, tenants or other occupants in a timely manner. - Develop and maintain procedures to ensure compliance needs are met, methodology is consistent, properties are well cared for, and projects are completed effectively and efficiently.* INSURANCE *- Review, analyze and attain adequate insurance on all managed properties.- Comparison and tracking of all External policies and their coverage amounts and renewal dates.- Filing of insurance claims due to covered losses.- Annual evaluation of Trust Master Policy changes and deficiencies.- Tracking and payment of any personal property policies to include art collections, automobile coverage, and other valuables.- Researching the changes in the up and coming health insurance laws and the impacts in may have on Trust's and Beneficiaries.- Maintain awareness of National and State Insurance Law changes that may impact managed properties. - Maintain and develop procedures to insure adequate cost – coverage – risk ratio, areas for improvement, compliance, bank and client protection. * MINERAL *- Facilitate the relationship between the Trust Department and Mineral Management Company.- Assist with researching discrepancies or concerns.- Report to clients as needed.- Reconcile at the account level identifying and correcting any accounting or inventory discrepancies. Show less

OIL & GAS / REAL ESTATE OPERATIONS- Organized and updated filing systems for all facets of Oil & Gas and Real Estate Operations.- Created much needed policies, procedures and tracking systems.- Maintain a list of projects for the department, assign tasks to and supervise other Oil & Gas employees.- Process all Real Estate income and payment of all Real Estate invoices.- Research and organization prior to set up of new accounts and assets, making sure BancFirst is in… Show more OIL & GAS / REAL ESTATE OPERATIONS- Organized and updated filing systems for all facets of Oil & Gas and Real Estate Operations.- Created much needed policies, procedures and tracking systems.- Maintain a list of projects for the department, assign tasks to and supervise other Oil & Gas employees.- Process all Real Estate income and payment of all Real Estate invoices.- Research and organization prior to set up of new accounts and assets, making sure BancFirst is in possession of all regulated documents; facilitate the addition of all new assets into the Trust and Oil & Gas systems.- Recognized for completion of this process thoroughly and efficiently with regards to a large incoming account with ownership in more than 1,700 mineral properties across the country- Daily: balance the Oil & Gas deposits, Joint Interest Billing, and Taxes paid (on average $50K a day).- Acquire and maintain insurance on all Real Estate Trust assets as well as all Mineral assets with Working Interest.- Research physical location of wells with use of drillinginfo.com and recorded documents to verify ownership and assignment of income to proper asset.- Supervised the transition from manual check entry to the scanned and electronic releasing of check details. Show less

Virginia Beach, Va

- Completed purchase transactions and maintained related inventory records.- Created spreadsheets and databases for the organization and better functioning of the supply warehouse and prior to deployment.- Maintained fiscal records while ensuring adherence to outlined budget.- Created quarterly and end of year reports with status of fiscal account.- Often commended for creative problem solving and organization. Proficient in:Microsoft Office: Word, Excel, Access… Show more - Completed purchase transactions and maintained related inventory records.- Created spreadsheets and databases for the organization and better functioning of the supply warehouse and prior to deployment.- Maintained fiscal records while ensuring adherence to outlined budget.- Created quarterly and end of year reports with status of fiscal account.- Often commended for creative problem solving and organization. Proficient in:Microsoft Office: Word, Excel, Access, PowerPoint, Publisher and OutlookResearching, understanding and organizing legal documentation. Show less

Deltaville, Va

- Created a marketing plan involving direct communication with clients and customers as well as creative advertising techniques.- Contract negotiations.- Market analysis approach to valuing Real Property.- Long and Foster Executives Club—2005 (Minimum gross to company--$36,000).- Licensed Assistant to Principle Broker—Served as buyer’s representative, closing agent, property manager, managed all advertisements, coordinated repairs, and followed-up with past clients and… Show more - Created a marketing plan involving direct communication with clients and customers as well as creative advertising techniques.- Contract negotiations.- Market analysis approach to valuing Real Property.- Long and Foster Executives Club—2005 (Minimum gross to company--$36,000).- Licensed Assistant to Principle Broker—Served as buyer’s representative, closing agent, property manager, managed all advertisements, coordinated repairs, and followed-up with past clients and customers.- Informed all potential buyers in the database of any property that might be suitable for them upon availability.- Facilitated real estate closings by organizing inspections, keeping close contact with all parties, and ensuring every contractual obligation was fulfilled prior to closing date.- Maintained contact with past clients and customers through a structured follow-up plan. Show less