Associate Credit Portfolio Management

Trimont LLC; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Trimont LLC in Charlotte, NC, is seeking an Associate, Credit Portfolio Management, to partner with an Asset Manager to service a portfolio of commercial real estate loans and ensure compliance with loan documents and agreements.

You will review borrower financial statements, process reserve disbursements, and prepare documentation for cash processing, with opportunities to grow in a team focused on accuracy and risk management.

Qualifications

• Bachelor's degree in Real Estate, Business, Finance, or Accounting.
• 1+ years of Portfolio Management experience or equivalent.
• Strong analytical and problem-solving skills.
• Detail-oriented with ability to manage priorities in a dynamic environment.
• Strong verbal and written communication skills.
• Organizational and administrative skills.
• Ability to handle sensitive information with privacy.

Responsibilities

• Partner with an Asset Manager to service a portfolio of commercial real estate loans.
• Ensure compliance with loan documents and portfolio surveillance.
• Review borrower financial statements and budgets for performance.
• Review and approve reserve disbursement requests per loan requirements.
• Prepare and complete documentation for cash processing activities.
• Process payment day waterfalls for accurate fund distribution.

Skills

Portfolio Management

Analytical skills

Communication skills

Detail-oriented

Organizational skills

Education

Bachelor's degree in Real Estate, Business, Finance, or Accounting

Job description

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.

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.