Director of Real Estate
Catholic Diocese of San Diego Schools
Director Of Real Estate
The Director of Real Estate is responsible for overseeing the management of all real estate owned by the Diocese of San Diego and its parishes. S/he will serve as the Secretary of the Board of Directors of 94 parish real estate holding corporations and coordinate their compliance with corporate formalities. The position assists parish pastors, administrators and councils, as well as other staff and clergy members with the stewardship of parish and other diocesan real estate assets in accordance with the particular policies and norms of the Diocese of San Diego contained in the Diocesan Handbook and the RCSC's policies and procedures.
The duties and responsibilities of the Director of Real Estate include but are not limited to the following:
- Assist with the governance of the boards of directors of 94 parish real estate support corporations ("PSC")
- Serve as ex officio board member for all 94 PSCs.
- Coordinate compliance by PSC with corporate formalities, including scheduling of and attendance at annual meetings of boards of directors, maintaining board minutes, and filing biannual Statements of Information with the Secretary of State
- Coordinate providing the Diocese and parishes with informed appraisals of the value of their respective properties, as needed
- Assist the Diocese and parishes with understanding how to increase the returns and enhance the value of their real estate holdings; meet with parish finance councils and PSC concerning how to meet their goals for real estate
- Research and report on potential properties for acquisition by the Diocese and parishes, as needs arise
- Review all proposed real estate sales, purchases and leases by the Diocese and parishes and advise concerning their financial viability and compliance with diocesan policy, civil law, and where appropriate, canon law
- Primarily responsible for review, documentation and processing of all purchases and sales of improved and unimproved properties
- Coordinates and monitors due diligence activities related to real estate transactions with outside counsel, real estate professionals, engineering, planning, appraisal and environmental consultants
- Negotiate terms of diocesan and parish real estate leases with third parties
- Advise the Diocese and parishes on miscellaneous real property issues, e.g. title, zoning, easements, boundaries; respond to inquiries and notices from governmental entities and private parties (e.g. neighbors) concerning the same
- Regularly attend weekly RCSC team meetings, prepared to provide meaningful progress updates regarding ongoing real estate transactions, RCSC and Diocese projects
- Contribute to the management and updating of the RCSC's referral network database
- Attend city/county planning and commission meetings to seek approval of diocesan and parish real estate projects and obtain necessary entitlements
- Work cooperatively with other diocesan offices and parishes, and the RCSC Director of Construction as needed, concerning real estate issues related to construction and remodeling projects
- Manage the RCSC's proprietary Lease Database per the direction of the RCSC's Executive Director
- Coordinate and manage the annual filing by the Diocese and parishes of Claims for Real Estate Welfare Exemption with County Assessors
- Review and coordinate the maintenance of RCSC and diocesan files pertaining to diocesan and parish real estate
- Provide real estate-related services to parishes as outlined in the Parish Services Agreements with the Services Corporation
- Respond timely to requests of the Services Corporation board, PSC boards, the Bishop(s) and Diocesan personnel
- Coordinate the investigation of historical utility billings and assessments for the Diocese and parishes
Requirements
Religious Qualifications
- Active, practicing Roman Catholic
- Possess an understanding of the Catholic Church and her teachings, and respect the Catholic vision on important social, moral and ethical issues.
Experience & Credentials
- Minimum of five years of experience as a real estate professional in California, preferably with substantial background handling real estate leasing and sales transactions, business and corporate affairs and procedures, property tax and transactional matters.
- Credentials: California real estate agent's license required.
- College Degree (preferred)
Competencies and Qualifications
- Excellent organizational, communication (oral and written) and listening skills.
- Ability to interact productively with Services Corporation Team (i.e. Executive Director, Office Coordinator, Director of Finance for Parishes, Director of Finance for Schools, Director of Construction) the Services Corporation Board of Directors, the Boards of parish real property support corporations, key members of Pastoral Center leadership and staff, and with all pastors, priests, religious and lay ministry leaders.
- Solution-oriented, creative approach to problem solving, coupled with strong analytic skills and the ability to exercise good judgment.
- Effective negotiation skills and experience
- Familiarity with land use, planning and zoning matters, as well as long range planning processes.
- Objectivity and respect for confidentiality of appropriate issues.
- Proficient in Microsoft Office to include Word, Excel, Access and Outlook.
- Flexibility in meeting demands of evolving and newly developing roles and responsibilities.
Physical Demands
While performing the duties of this job the employee is regularly required to remain in an office at a computer workstation and access information from a computer and use a telephone. The employee is required to be mobile to, from, and within the office, as well as maneuver throughout the Pastoral Center facility to attend and assist with meetings, briefings, and other work-related events. The employee will be required to conduct trips to, from, and within various city and county-wide locations to attend meetings or events. The employee must occasionally lift and/or move up to 15 pounds.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Please note this position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
The Roman Catholic Services Corporation is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, gender, national origin, genetics, disability, age or veteran status.
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