Associate Credit Portfolio Management

TrimontCharlotte, NC

About The Position

Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors. They offer the infrastructure and capabilities needed to help clients scale their business and make informed decisions regarding commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with oversight and coordination to protect cash flows, mitigate risk, and ensure portfolio performance. The company has over 1100 employees serving a global client base from various offices. Trimont focuses on empowering its people with advanced technology, industry knowledge, and a culture centered on core values to deliver exceptional client service and high-quality work. The firm is described as an innovative place for professionals to learn, grow, and thrive, emphasizing ongoing learning, opportunities to work on significant projects, and a culture of ethics and excellence.

Requirements

  • Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field.
  • 1+ years of experience in Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
  • Strong analytical and problem-solving skills, critical thinker.
  • Detail-oriented with the capacity to manage priorities in a dynamic work environment.
  • Strong verbal and written communication skills.
  • Organizational and administrative skills.
  • Skilled in managing sensitive information while upholding privacy.
  • Ability to work both independently and within a team environment.

Responsibilities

  • Address customer requests and internal inquiries promptly and professionally.
  • Review and approve reserve disbursement requests in accordance with loan requirements.
  • Monitor and ensure compliance with loan documents, including all covenant obligations.
  • Prepare and complete required documentation for cash processing activities.
  • Process payment day waterfalls to ensure accurate fund distribution.
  • Review and analyze borrower financial statements and budgets for compliance and performance assessment.
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