Analyst Transactions & Processing

Job Title

Analyst Transactions & Processing

About the Role

Trimont is a specialized global commercial real estate loan services provider and partner for lenders.

Key Responsibilities

• Process various loan servicing activities, inquiries, and requests, adhering to laid-down procedures and meeting established service standards.
• 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.
• Verify invoices, agreements, lien waivers, and other supporting documents before approving disbursements.
• Assess reserve balances and ensure proper fund allocation.
• Identify potential risks in disbursement and escalate issues as needed.
• Provide guidance to borrowers on disbursement requirements and documentation needs.
• Work closely with borrowers, asset managers, loan servicing teams, and third-party vendors.
• Adhere to SLAs for productivity, turn-around time, and accuracy.

Requirements & Tech Stack

• Loan agreements
• Escrow reserves
• Commercial real estate operations
• Construction draw requests
• Invoices
• Proof of payment
• Conditional and unconditional lien waivers

Qualifications

• University Master's/bachelor's degree in business or a related discipline.
• 6+ Months of Loan Servicing experience, or equivalent demonstrated through work experience, training, and education.
• Strong verbal and written communication skills.
• Demonstrated capacity to achieve results in a fast-paced, high-volume, and dynamic setting.
• Organizational and administrative skills with 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.
• Ability to handle workload and special projects efficiently.
• Ability to work both independently and within a team environment.