Senior Associate, Transaction & Processing (NLS)

Trimont; Charlotte, Northern (NC, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

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

The role requires 3+ years in commercial real estate loan servicing, a BS/BA, strong analytical and communication skills, and the ability to work independently with stakeholders.

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.

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

Communication

Organizational skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Senior Associate, Transaction & Processing (NLS)

Job Category: Credit Administration

Requisition Number: SENIO002536

• Posted : August 21, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

101 S Tryon St
Charlotte, NC 28202, USA

101 S Tryon St
Charlotte, NC 28202, USA

Kansas City
10985 Cody St
Suite 200
Overland Park, KS 66210, USA

Kansas City
10985 Cody St
Suite 200
Overland Park, KS 66210, USA

3560 Lenox Road NE
Suite 2200
Atlanta, GA 30326, USA

3560 Lenox Road NE
Suite 2200
Atlanta, GA 30326, USA

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:

Senior Associate, Transaction & Processing (New Loan Servicing) is responsible for analyzing commercial loan agreements, configuring servicing requirements within the loan servicing platform, and establishing procedures to support effective loan administration. This role requires strong loan servicing expertise, a focus on process improvement and compliance, and the ability to work independently while collaborating effectively with stakeholders and team members.

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.

Required 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.

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.

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Licenses & Certifications

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.