Strategic Lead, Complex Loan 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

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.