Director Transactions & Processing

Socket.dev; Charlotte (NC); On-site; USD 95,000 - 130,000; Full time

Job summary

Trimont is seeking an experienced professional to lead and support complex loan servicing initiatives in a highly collaborative environment. You will review, analyze, and process loan transactions while ensuring compliance with policies and loan agreements.

The role requires strong loan servicing expertise, a focus on risk mitigation, and ability to work independently and with stakeholders to improve processes and controls.

Qualifications

• Bachelor's degree required.
• 7+ years of Transactions and Processing experience.
• Knowledge of commercial real estate transactions.
• Strong analytical abilities for client needs.
• Ability to work independently and in teams.
• Organizational and administrative skills.
• Experience handling sensitive information with privacy.
• Proficient in MS Excel, Word and Outlook.

Responsibilities

• Lead or support complex Transactions and Processing initiatives.
• Review and analyze business, operational, and technical issues.
• Review, approve, and process complex loan intake and money movement transactions.
• Ensure compliance with policies, procedures, and loan agreements.
• Partner with stakeholders to resolve issues and achieve objectives.
• Lead projects, mentor teammates, and support documentation.
• Monitor audit exceptions and strengthen controls.

Skills

Analytical abilities

Organizational skills

Microsoft Excel

Microsoft Word

Outlook

Independent work

Teamwork

Education

Bachelor's degree

Job description

Overview:

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:

This role leads and supports complex loan servicing initiatives, reviewing, analyzing, and processing loan transactions while ensuring compliance with policies, regulations, and loan agreements. The position requires strong loan servicing expertise, a focus on process improvement and risk mitigation, and the ability to work effectively both independently and in collaboration with stakeholders.

Responsibilities:

• Lead or support complex Transactions and Processing initiatives, contributing to strategic planning and key deliverables.
• Review and analyze business, operational, and technical issues, providing recommendations to improve processes and controls.
• Review, approve, and process complex loan intake and money movement transactions.
• Ensure compliance with policies, procedures, regulatory requirements, and loan agreements.
• Partner with stakeholders, internal teams, and customers to resolve issues and achieve business objectives.
• Lead projects, mentor team members, and support training and procedural documentation efforts.
• Monitor audit exceptions, identify risks, and recommend corrective actions to strengthen controls.

Required Qualifications:

• Bachelors degree required
• 7+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Knowledge of commercial real estate transactions and familiarity with industry
• Strong analytical abilities, capable of interpreting the needs of both internal and external clients accurately.
• Demonstrated capacity to achieve results in a dynamic setting.
• Organizational and administrative skills.
• Skilled in managing sensitive information while upholding privacy.
• Ability to work both independently and within a team environment.
• Skilled in Microsoft Excel usage
• Capable of managing multiple tasks and meeting strict deadlines
• Proficient in Microsoft Word and Outlook for professional documentation and communication

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.