Associate Director Transactions & Processing

Trimont; Hyderabad; On-site; INR 12,476,007 - 18,234,165; Full time

Job summary

Trimont is seeking a highly experienced Associate Director & Transactions & Processing (SME) to lead and optimize the loan onboarding process for the US region. The role requires deep expertise in onboarding complex loan structures, regulatory compliance, and operational excellence, with ownership of transitions and outcomes.

You will mentor junior team members, drive process improvements, collaborate with Legal, Compliance, Finance, and Origination teams, and ensure audit-ready records and

Qualifications

• Bachelor’s degree in finance, business administration or related field.
• Advanced Excel with macros and lookup functions.
• Basic SQL for data extraction and analysis.
• Experience handling large data volumes from multiple sources.
• Strong communication and stakeholder management across teams.
• Familiarity with loan servicing systems and MS Office.
• Understanding regional financial regulations and loan docs.
• High ownership, accountability and independent workload management.

Responsibilities

• Review and approve loan onboarding requests for accuracy and compliance.
• Translate data from credit approvals into servicing systems.
• Identify discrepancies, data gaps and process improvements.
• Provide guidance on loan documentation standards and requirements.
• Collaborate with Legal, Compliance, Finance, and Origination teams.
• Own KPIs, transition deadlines and business outcomes.
• Mentor junior processors and conduct training sessions.
• Generate audit-ready records, MIS reports and dashboards.

Skills

Advanced Excel

Macros

HLOOKUP/VLOOKUP

Basic SQL

Data management

Stakeholder management

Loan servicing systems

Microsoft Office Suite

Ownership & accountability

Education

Bachelor's degree in finance, Business Administration, or related field

Tools

Copilot

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 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, Sydney, Hyderabad and Bengaluru. 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

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.
• Support TSA exit initiatives (data migration, IT testing, transitions).
• 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

Bachelors degree in finance, Business Administration, or related field.

• 58+ 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 o .