Associate Transactions & Processing

Overview:

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com
[http://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 1100+ extraordinary Team Members who serve a global
client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad,
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:

This position is responsible for reviewing, processing and managing disbursement
requests for reserve account tied to commercial real estate loans. This role
involves ensuring compliance with loan agreements, investor requirements and
financial regulations while working closely with borrowers, asset managers and
other stakeholders.

 Responsibilities:

* To process various loan servicing activities/inquiries/requests adhering to
laid down procedures and ensuring that the established service standards are
met
* Understanding of loan agreements, escrow reserves and commercial real estate
operations
* Verify invoices, agreements, lien waivers and other supporting documents
before approving disbursements
* Assess reserve balances and ensure proper fund allocation
* Proven ability to manage the end-to-end process for reserve draw requests,
including receipt, initial review, documentation verification, and
coordination with borrowers, lenders, and consultants to ensure timely and
compliant funding
* Skilled in reviewing draw packages for completeness and accuracy, ensuring
all required documentation (draw request forms, invoices, proof of payment,
conditional and unconditional lien waivers) meets contractual and regulatory
standards
* Ability to reconcile draw requests against project budgets and contract
documents (including AIA forms G702/G703), review and document change orders
and ensure all funding aligns with approved project scope
* Adherence to the SLA’s – productivity, turn-around time and accuracy
* Identify potential risk in disbursement and escalate issues as needed
* Provide guidance to the borrowers on disbursement requirements and
documentation needs
* Work closely with borrowers, asset managers, loan servicing teams and
third-party vendors
* Generate reports on disbursement activity for internal stake holders
* Collaborate and consult with peers, colleagues and managers to resolve issues
and achieve goals
* Communicate with borrowers, asset managers and servicing team to facilitate
efficient processing of reserve disbursement request

Required Qualifications:

* University Masters/bachelor’s degree in business or related discipline.
* 2+ Years of Loan Servicing experience, or equivalent demonstrated through one
or a combination of the following: work experience, training and education.
* Reserve disbursement experience (Preferred).
* Knowledge of all Mortgage and consumer lending, practices and regulations
(Preferred).
* Knowledge of Microsoft Office (Word, Excel and Outlook) skills.
* Strong verbal and written communication skills are crucial for engaging with
candidates and hiring managers.
* Demonstrated capacity to achieve results in a fast-paced, high-volume, and
dynamic setting.
* Organizational and administrative skills that reflect attention to detail and
the ability to prioritize amidst competing demands.
* Strong work ethic and a sense of urgency.
* 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.