Director, CRE Credit & Asset Management

Trimont; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Trimont, a leading CRE loan services provider, seeks a Director of Credit and Asset Management to oversee a diverse portfolio of CRE debt investments across major U.S. markets.

You will manage loan administration, interest billing, cash waterfalls, draw administration, covenant compliance, asset performance analysis, and client reporting. You will guide loan-related workflows, supervise analysts, and collaborate with lenders, borrowers, and internal teams to optimize cash flows and portfolio

Qualifications

• Bachelor’s degree in finance, accounting, real estate, or related field.
• 7+ years of asset-based finance or structured credit experience.
• Strong analytical and quantitative evaluation skills.
• Excellent verbal and written communication.
• Ability to manage competing deadlines in a collaborative environment.
• Advanced Excel skills.

Responsibilities

• Analyze complex loan documents to ensure asset-level terms are accurately implemented.
• Partner with internal teams to support accurate asset servicing and timely actions.
• Oversee draw administration for construction, leasing, and capital expenditures.
• Manage funding processes with lenders, syndicates, co-lenders, and other parties.
• Use technology platforms to monitor property, borrower, asset, and portfolio performance.
• Review borrower financial statements and required monthly reporting.
• Review annual operating and capital budgets.
• Assess operating property performance via rent rolls and statements.
• Prepare and review CLO reporting, including operating statement analyses and watchlists.
• Verify cash management distributions align with waterfall structures.
• Monitor covenant compliance (debt yield, LTV, DSCR).
• Maintain monthly asset reports and quarterly performance analyses.
• Coordinate with tax and insurance teams to manage coverage and escrow obligations.
• Mentor financial analysts and support professional development.

Skills

Analytical skills

Communication

Deadline management

Attention to detail

Curiosity & continuous improvement

Education

Bachelor's degree in finance / accounting / real estate

Tools

Excel

Job description

Trimont, a leading CRE loan services provider, seeks a Director of Credit and Asset Management to oversee a diverse portfolio of CRE debt investments across major U.S. markets.

You will manage loan administration, interest billing, cash waterfalls, draw administration, covenant compliance, asset performance analysis, and client reporting. You will guide loan-related workflows, supervise analysts, and collaborate with lenders, borrowers, and internal teams to optimize cash flows and portfolio