Your Financial Partner for Life
Trust Loans Management SolutionsOur specialized group of trust professionals provides experience in loan management for fiduciary accounts. Whether a note payable is part of an existing portfolio or represents a potential investment, our team has the necessary skills to evaluate and manage all forms of this specialized investment vehicle. Our services include:
- Preacceptance review of the investment, including management of the environmental due diligence process if real estate is involved
- Evaluation of the security for the note
- Comprehensive document review
- Receipt of payments from borrowers
- Monitoring of assets for property tax payments and insurance coverage
- Review of modification requests
- Coordination with outside servicers
- Follow-up on delinquencies, including management of the foreclosure process, if necessary
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HighMark co-CIO's Derek Izuel and David Wines provide their insight on the market.
A strategic wealth plan to help you achieve what is important to you.