Associate Director Transactions & Processing

Trimont; Bagaluru; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Trimont is seeking an experienced professional to support loan servicing, invoicing, and disbursement processes in a fast-paced environment. The role involves collaborating with cross-border partners and ensuring compliance and audit readiness.

Ideal candidates have 5+ years in CRE servicing, strong Excel skills (VBA preferred), and excellent communication. The position emphasizes accuracy, efficiency, and teamwork in a global finance setting.

Qualifications

• 5+ years of experience in Commercial Real Estate Servicing, Money Movement, and disbursement/payments domains.
• Ability to identify and manage risk.
• Hands-on experience with advanced Excel, preferably VBA.
• Strong verbal and written communication skills.
• Organizational and administrative skills with attention to detail.

Responsibilities

• Support loan servicing tasks including processing high-value invoices and approving disbursement requests.
• Coordinate with stateside partners, vendors, and agents on invoice processing and escrows.
• Maintain process documents (manuals, maps, aids) and ensure audit readiness.
• Provide training and on-the-job support to junior team members.
• Support performance and overall effectiveness of the team.

Skills

Advanced Excel

VBA coding

Risk management

Communication skills

Teamwork

Tools

Excel

VBA

Job description

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 400+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, 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.

Responsibilities

• Support a variety of loan servicing tasks, including processing high value invoices and approving disbursement requests for Insurance invoices, working with stateside partners, third party vendors and agents on different aspects of invoice processing, hazard loss packages and reviewing escrows.
• Proactively ensure process is audit ready.
• Maintaining process specific documents like procedure manuals, process maps and work aids.
• Provide trainings and on job support to junior team members.
• Support performance and overall effectiveness of the Team.
• Exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements.
• Publish daily and monthly report to management and stakeholders.
• Perform Quality reviews, provide timely feedback and conduct meetings to improve quality of the process.
• Identify and execute transformation/automation project which brings efficiency to the business.
• Work with Line of Business Partners to execute day to day operations and ensure process SLAs are achieved with in cut off time.
• Proactively identify risk and introduce appropriate control measures.
• Execute control, checks, reconciliation and report the outcome to management on a daily basis.
• Independently manage customer complaint, respond timely to customer queries and provide long term solutions.
• Participate in application testing whenever needed.
• Collaborate with peers and colleagues, stakeholder from stateside and from other departments and managers to achieve goals of the business.
• Managing the process in absence of FLM.

Required Qualifications

• Require 5+ Years of experience in Commercial Real Estate Servicing, Money Movement, Approval experience in Domestic (US) or International Disbursements/Payments domains, Cashiering.
• Ability to identify and manage Risk.
• Hands on experience on advanced excel, preferably VBA coding.
• Strong verbal and written communication skills.
• 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.