Senior Associate- Investment Advisory

Trimont; Houston (TX); On-site; USD 95,000 - 115,000; Full time

Job summary

Trimont, founded in 1988, is a leading global commercial real estate loan services provider. The Senior Associate, Investment Advisory will oversee a diversified portfolio of complex CRE debt transactions—whole loans, syndicated loans and CMBS—across stabilized, construction and transitional loans, with independent review of loan agreements and third‑party reports.

This onsite role is based at a client location in El Segundo, CA or Houston, TX.

Qualifications

• Bachelor's degree required.
• 2–5 years of related CRE experience.
• Proficiency in Excel, Word, and Outlook.
• Strong organizational, leadership, and quantitative skills.
• Robust analytical and communication skills.
• Team-oriented and collaborative.

Responsibilities

• Understand multiple transaction types: whole loans, syndicated loans, and CMBS.
• Portfolio management of all transaction types including stabilized, construction and transitional loans.
• Able to work on complicated transactions independently and with a team.
• Understanding of macro-economic trends and real estate investment fundamentals.
• Expertise with third party reports including appraisals, engineering reports, environmental assessments, zoning letters, credit reports, background checks and legal documents.
• Experience in multiple markets, research, lending market trends and real estate market movements.
• Perform independent reviews of notes, loan agreements, yield maintenance, and other legal documents.
• Draft internal communications and responses to servicers, appraisers, etc., and facilitate training as needed.
• Assist in reviewing loan modification documentation, audit requests, etc., requiring strong knowledge of Loan Operations systems.
• Assist in managing data in relevant loan management and accounting systems.
• Review, monitor, and provide feedback on servicer performance and correspondence for lenders.
• Monitor and track receipt of third-party servicer certifications, bank certifications, financials, and USAP.

Skills

Excel

Word

Outlook

Analytical skills

Communication

Leadership

Teamwork

Research

Loan management

Quantitative skills

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

The Senior Associate, Investment Advisory will oversee a diversified portfolio of complex commercial real estate debt transactions, including whole loans, syndicated loans, and Commercial Mortgage Backed Securities (CMBS) across stabilized, construction, and transitional loans. This role requires strong expertise in real estate investment fundamentals, independent review of loan agreements and third-party reports (appraisals, engineering, environmental, and zoning), and sound judgment on complex transactions across multiple U.S. markets.

Location

This position is based onsite at a client location in either El Segundo, CA or Houston, TX. Candidates must be able to work from one of these locations as required.

Responsibilities

Asset Management

• Understands multiple types of transactions and structure including whole loans, syndicated loans and CMBS, with deals sizes that vary significantly from $25 million to $500 million.
• Portfolio management of all transaction types that include stabilized loans as well as construction and transitional loans.
• Able to work on complicated transactions independently and with a team.
• Understanding of macro-economic trends and real estate investment fundamentals.
• Expertise with third party reports including: appraisals, engineering reports as well as understand environmental assessments, zoning letters, credit reports, background checks, credit references and legal documents.
• Experience in multiple markets, research, lending market trends and real estate market movements.

Loan Management

• Perform independent reviews of notes, loan agreements, yield maintenance, any other legal documents.
• Draft internal communications as well as responses to servicers, appraisers, etc. and facilitate training as needed.
• Assist in reviewing loan modification documentation, audit requests, etc. requiring strong knowledge of Loan Operations systems and processes.
• Assist in managing data in relevant loan management and accounting systems.
• Review, monitor, and provide feedback on servicer performance and correspondence on behalf of the relevant lenders.
• Monitor and track receipt of third-party Servicer certifications, bank certifications, financials, and Uniform Single Attestation Program (USAP).

Required Qualifications

• Bachelor's degree required.
• 2-5 years of related commercial real estate experience.
• Must have proficiency in Microsoft Excel, Word, and Outlook.
• Strong organizational, leadership, and quantitative skills.
• Expertise in market research, financial statement analysis, and loan management.
• Robust analytical skills are necessary.
• Exceptional written and verbal communication skills.
• Team-oriented, ready to collaborate and contribute to collective goals.

Compensation

The base salary range for this position is $95,000 to $115,000 annually. Actual compensation will be determined based on experience, skills, and location.

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.