Senior Associate, New Loan Servicing & Onboarding

Trimont LLC; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Trimont LLC in Charlotte is seeking a Senior Associate in Transaction & Processing (New Loan Servicing). You will analyze commercial loan agreements, configure servicing requirements in the loan servicing platform, and establish procedures to support effective loan administration.

You will work with stakeholders, review documents, and support process improvements while maintaining adherence to policies and compliance initiatives.

Qualifications

• Bachelor’s degree (BS/BA) or equivalent experience.
• 3+ years of experience in commercial real estate, loan servicing, or financial services.
• Knowledge of commercial real estate transactions, industry terminology, and adjustable-rate mortgage loans.
• Ability to analyze complex loan documents and accurately implement loan terms.
• Strong analytical, organizational, and communication skills.
• Proficient in Microsoft Excel, Word, and Outlook.
• Ability to manage multiple priorities, meet deadlines, and maintain confidentiality.
• Proven ability to work independently and collaboratively in a dynamic environment.

Responsibilities

• Coordinate new loan and investor onboarding, ensuring timely completion and compliance with policies and procedures.
• Serve as a key contact for internal and external stakeholders throughout the onboarding process.
• Review loan documents and oversee accurate setup within the servicing system.
• Manage workflow assignments, shared mailboxes, and cross-functional communications.
• Partner with vendors and offshore teams to resolve exceptions and operational issues.
• Support process improvements, procedure development, and compliance initiatives.
• Participate in special projects and other duties as assigned.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor’s degree (BS/BA) or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Trimont LLC in Charlotte is seeking a Senior Associate in Transaction & Processing (New Loan Servicing). You will analyze commercial loan agreements, configure servicing requirements in the loan servicing platform, and establish procedures to support effective loan administration.

You will work with stakeholders, review documents, and support process improvements while maintaining adherence to policies and compliance initiatives.