Associate Director Transactions

Job Description

Overview

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.

We do this with a team of 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, Sydney, Hyderabad and Bengaluru. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.

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 as an organization can achieve together.

Key Responsibilities

- Lead the end-to-end document classification process, ensuring accurate identification and segregation of document types across loan lifecycle stages.
- Maintain deep, up-to-date knowledge of all document categories including credit, collateral, legal, compliance, and servicing documents and their regulatory implications.
- Design and implement robust document taxonomy frameworks to streamline classification and indexing processes.
- Oversee quality control protocols to ensure accuracy in document identification and categorization.
- Develop and maintain comprehensive documentation standards, SOPs, and training materials for document handling and classification.
- Collaborate with Legal, Compliance, Origination, and Servicing teams to validate document types and resolve classification ambiguities.
- Drive automation and digital transformation initiatives to enhance document processing efficiency and reduce manual intervention.
- Lead root cause analysis for recurring classification errors; implement corrective actions and preventive controls.
- Monitor document flow across systems and ensure timely segregation, tagging, and archival in accordance with internal policies and external regulations.
- Generate audit-ready reports and dashboards to track document classification metrics, exceptions, and compliance adherence.
- Mentor and coach junior and mid-level processors; conduct knowledge-sharing sessions to build domain expertise across the team.
- Serve as the escalation point for complex document classification issues and exceptions.
- Liaise with global counterparts to align loan document management practices and share best practices across regions.
- Communicate with US counterparts and build relationships with business Partners.
- Lead internal audits and support external regulatory reviews by ensuring documentation accuracy and readiness.
- Continuously evaluate and improve Loan document management processes to enhance scalability, accuracy, and turnaround time.
- Champion a culture of precision, accountability, and continuous improvement within the team.

Desired Qualifications

- Bachelor's degree in finance, Business Administration, or a related field.
- 5 to 8+ years of experience in loan servicing, with experience in document indexing.
- Strong understanding of commercial real estate business and different kinds of loan agreements and servicing agreements.
- Strong Excel skills (including HLOOKUP, VLOOKUP) and Microsoft suite of applications.
- Experience managing large volumes of data from multiple sources.
- Excellent communication and stakeholder management skills across multicultural teams.
- Familiarity with regional financial regulations and loan documentation standards.
- Excellent communication - verbal and written
- Ability to accurately process high volumes of work within established deadlines
- Handling workload and special projects efficiently
- Ability to work both independently and within a team environment
- Flexibility towards work on different processes/assignments
- Should be able to maintain professional conduct under all circumstances
- High ownership and accountability for team goals

Preferred Skills

- Experience with commercial real estate, or structured finance.
- Knowledge of document repository systems and systems of records is a plus
- Knowledge of workflow applications and automation tools.
- Skilled in managing sensitive information while upholding privacy.

Standard Shift Time

7.30 am - 4.30 pm (BLR) & 8.30 am - 5.30 pm (HYD) Should be flexible with shifts

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 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.