Associate Director Transaction and Processing

Overview

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.

We do this with a team of 400+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn : We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.

Grow : We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive : Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members as an organization, can achieve together.

Job Summary

Performs operational accounting activities related to account reconcilement and maintenance. Duties may include : providing operational accounting support to internal business groups and / or operations departments ensuring that accounts are being managed within the account policy requirements; analyzing and reviewing accounting documents for accuracy; tracing and investigating transactions to resolve questionable data and applying corrective actions when necessary; preparing various reports using online systems; preparing account reconciliation and certification; performing customer account maintenance duties; reviewing taxes. Assists and provides guidance to lower-level Operations accounting clerks and specialists with reconciliation of complex problems. May have direct / indirect responsibility for supporting, advising, and resolving disputes for customers, clients / vendors. Acts as a subject matter expert and handles escalations, investigations. May have indirect / direct interaction with internal and external clients. Performs complex projects as requested.

Responsibilities

• Analyze Commercial Real Estate property financial statements on quarterly and annual basis. Team is responsible for reviewing statements to assess the workability, spreading the income statements, occupancy updates, making adjustments based on guidelines set by Commercial Real Estate Finance Council (CREFC) and document comments on Debt Service Coverage Ratio (DSCR) based on multiple criteria and property thresholds.
• Provide training and guidance to less experienced Commercial Loan Servicing representatives in interpreting and understanding complex policies as well as managing cross group projects
• Research, respond to and resolve complex inquiries
• Train others on complex loan agency inquiries and servicing language in loan documentation and interpretation, as well as an understanding of financial services and customer support
• Coordinate and reconcile all loan advances and payments with member banks and customers and books letters of credit
• Support loan trading and assignments
• Prioritize work and provide day to day work leadership and mentorship to the support team
• Lead or contribute to customer issue resolutions that require coordination amongst various teams
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications

Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and / or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

Skills Required

Customer Support