Senior Associate Transaction & 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 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 and construction 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 construction 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
• Experience working with construction consultants to review monitoring reports and with title companies to secure endorsements prior to funding
• Excellent written and verbal communication skills for preparing questions, recommendations, and status updates to asset managers, financial analysts, borrowers, and lenders throughout the draw review process
• Expertise in reviewing invoice backup for relevance, timeliness, and accuracy; confirming invoice totals match requested amounts; and ensuring proper documentation for stored materials (bills of sale, insurance certificates, photos).
• 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
• Mentor and support junior team members
• 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
• Contribute to process enhancement to improve efficiency and accuracy in reserve disbursement operations
• Support less experienced loan specialists in providing resolutions for inquiries and complaints
• Serve as subject matter expert and main point of contact for borrowers, asset managers and internal teams
• Provide training and guidance on Reserve Disbursement policies and best practices
• Escalate and resolve complex disbursement issues in timely manner
  
  

Required Qualifications

• University Masters/bachelor’s degree in business or related discipline.
• 3+ Years of Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training and education.
• Reserve Disbursement experience.
• Knowledge of all Mortgage and consumer lending, practices and regulations.
• Sound knowledge of Microsoft Office (Word, Excel and Outlook) skills.
• Ability to interact with all levels of an organization.
• 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.