Director Transactions & Processing

Overview:

Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

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 and as an organization, can achieve together.

Where people, purpose, and progress come together every day.

Job Summary:

The Director, Transaction & Processing, is responsible for monitoring the status of real estate taxes and ensuring timely payment in accordance with established deadlines. Key responsibilities include preparing escrow analyses, generating quarterly securitization reports, and conducting quality assurance reviews of commercial loans. The Associate Director identifies opportunities to improve compliance and operational efficiency, and collaborates closely with the India team to execute various processes and ensure seamless workflow integration.

Responsibilities:

• Coordinate with the offshore team, borrowers, and onshore team to audit and verify tax requirements and policies for new loans, ensuring compliance with all requirements.
• Serve as a training facilitator for new hires as well as existing team members
• Process tax payment reconciliation, disbursement requests and accurately record all tax payments in the system of record.
• Partner with the Asset Manager to address escrow shortfalls and facilitate alternative payment arrangement that may impact timely tax payments.
• Collaborate with third-party vendors and the offshore team to resolve tax issues and applying advanced quality assurance criteria and regularly reporting metrics and feedback. Facilitate calls and testing for issue resolutione with the vendors.
• Responsible for reporting to provide actionable insights on tax compliance.
• Draft communications related to tax disbursements and establish best practices for document management to ensure timely and accurate record-keeping.
• Conduct comprehensive quality assurance reviews of commercial loans, analyzing processes to ensure compliance and identify opportunities for operational improvement. Provide recommendations to enhance effectiveness.
• Perform annual escrow account analyses and review on the tax payments for all escrowed loans.
• Manage, prepare, and process and approve borrower refunds resulting from escrow surpluses or reimbursements, this may include call backs
• Update collateral information in the system of record as needed.
• Participate in required training to maintain compliance with regulatory and company standards.
• Work closely with management to refine work procedures, policies, and methods, providing strategic input to ensure alignment with regulatory requirements and industry best practices.
• Coordinate audit pulls and presentations when required

Required Qualifications:

• BS/BA degree in any field 
• 7+ years of relevant experience in commercial real estate, with a clear understanding of different property types, as well as tax processing and monitoring practices
• Strong verbal and written communication skills
• Demonstrated capacity to achieve results in a dynamic setting.
• Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands.
• Skilled in managing sensitive information while upholding privacy.
• Handling workload and special projects efficiently.
• Ability to work both independently and within a team environment.

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.