Associate Credit Portfolio Management

Posted 9 Days Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
Junior
Fintech • Software • Financial Services
The Role
The Associate will manage commercial real estate loan portfolios, address inquiries, ensure compliance, and analyze borrower financials.
Summary Generated by Built In

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 Associate, Credit Portfolio Management, will partner with an Asset Manager to service a portfolio of commercial real estate loans, including compliance with associated agreements and portfolio surveillance.

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.

Required Qualifications:

  • 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.

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.

Qualifications Education Preferred Bachelors or better. Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field
  • 1+ years of experience in Portfolio Management
  • Strong analytical and problem-solving skills
  • Detail-oriented with the capacity to manage priorities
  • Strong verbal and written communication skills
  • Organizational and administrative skills
  • Ability to work both independently and within a team
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The Company
HQ: Atlanta, GA
913 Employees
Year Founded: 1988

What We Do

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. Data-driven, collaborative and focused on commercial real estate, Trimont brings a distinctive mix of intelligent loan analysis, responsive communications, and unmatched administrative capabilities to clients seeking cost-effective solutions at scale. Founded in 1988 and headquartered in Atlanta, Trimont’s team of 1100+ employees serves a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. The firm currently has USD 700B+ in loans under management and serves clients with assets in 72 countries.

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