Associate Director Transactions & Processing

Trimont Real Estate Advisors LLC.; Hyderabad; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

A leading real estate advisory firm is seeking an experienced Associate Director for Transactions & Processing in Hyderabad, India. This role focuses on optimizing the loan onboarding process for the US market, ensuring compliance with industry regulations, and mentoring junior team members. Candidates should have a strong background in loan servicing, regulatory standards, and advanced Excel skills. If you have a passion for driving process improvements and delivering high-quality results, this opportunity is for you.

Qualifications

• 5–8+ years of loan processing/servicing experience focused on US markets.
• Strong understanding of syndicated loans, CRE, and structured finance.
• Proficiency in loan servicing systems.

Responsibilities

• Lead and optimize the loan onboarding process for the US region.
• Review and approve loan boarding requests for compliance.
• Mentor junior processors and drive best practices.

Skills

Loan processing experience

Stakeholder management

Advanced Excel skills

Basic SQL skills

Communication skills

Education

Bachelor’s degree in finance or Business Administration

Tools

Microsoft Office Suite

Job description

Associate Director Transactions & Processing

We are seeking a highly experienced Associate Director – Transactions & Processing (SME) to lead and optimize the loan onboarding process for the US region. This role ensures accurate onboarding of complex loan structures, regulatory compliance, and operational excellence. The candidate will act as a subject matter expert, mentor junior team members, and drive process transitions and improvements with full ownership and accountability.

Key Responsibilities

• Review and approve loan boarding/funding requests for accuracy and compliance with US regulations.
• Translate data from credit approval documents, loan checklists, and contracts into servicing systems.
• Identify and resolve discrepancies, rejected items, and data gaps during onboarding.
• Provide expert guidance on loan documentation standards, regulatory requirements, and servicing protocols.
• Collaborate with Legal, Compliance, Finance, and Origination teams to ensure seamless onboarding.
• Take ownership and accountability for KPIs, transition deadlines, and business outcomes.
• Independently manage transitions and business processes, ensuring smooth migration of work from vendors or stateside teams.
• Lead process improvement initiatives, automation adoption, and workflow enhancements.
• Generate audit‑ready records, MIS reports, dashboards, and ensure timely communication with US counterparts.
• Mentor junior processors, conduct error escalation sessions, and drive best practices.
• Perform quality reviews/approvals and coach new hires to meet learning curve expectations.
• Effectively manage stakeholders across multicultural teams, ensuring alignment and transparency.
• Drive initiatives on new tools/applications/testing, including Copilot and other emerging technologies.
• Ensure documentation/evidencing tasks are maintained and stored diligently, with zero compliance gaps.

Desired Qualifications

• Bachelor’s degree in finance, Business Administration, or related field.
• 5–8+ years of loan processing/servicing experience, with focus on US markets.
• Strong understanding of syndicated loans, CRE, and structured finance.
• Advanced Excel skills, including writing macros and using HLOOKUP/VLOOKUP.
• Basic SQL for data extraction and analysis.
• Experience managing large volumes of data from multiple sources.
• Excellent communication and stakeholder management skills across multicultural teams.
• Proficiency in loan servicing systems and Microsoft Office Suite.
• Familiarity with regional financial regulations and loan documentation standards.
• High ownership, accountability, and ability to manage workload independently.

Preferred Skills

• Experience with syndicated loans, CRE, or structured finance.
• Knowledge of onboarding systems/workflows and automation tools.
• Awareness of latest technology trends, including Copilot usage for productivity and automation.
• Skilled in managing sensitive information with privacy standards.