Trimont · 7 hours ago
Associate Director-Credit & Asset Management
Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors. The Associate Director of Credit and Asset Management will oversee a diversified portfolio of intricate debt investments secured by various types of commercial real estate, managing projects from construction to leasing.
Commercial Real EstateCreditLending
Responsibilities
Interpret complex loan agreements to accurately apply loan terms in asset management activities
Work closely with various internal teams to streamline asset servicing and ensure precise and prompt reporting
Oversee the draw process, ensuring all pre-funding conditions are met in line with credit agreements for construction, leasing, and capital expenditures
Facilitate the funding process in collaboration with lenders, their syndicates, co-lenders, and note-on-note financiers
Analyze lease proposals, drafting recommendation memos for clients
Engage with external consultants, including legal advisors, title agents, brokers, leasing/sales agents, and construction experts
Employ a range of software and applications to manage and monitor data related to properties, borrowers, and asset performance
Organize and assess monthly financial statements from borrowers, along with other required reports
Manage the collection and evaluation of annual operating and capital budgets
Assess the ongoing performance of operating properties by reviewing rent rolls, operating statements, and collection reports
Evaluate proposed cash management distributions to ensure accurate application according to cash flow waterfalls
Conduct regular covenant compliance checks as per loan documentation (e.g., Debt-Yield, Loan-to-Value, Debt Service Coverage Ratio)
Generate and maintain monthly asset reports and quarterly reporting packages that include analysis of investment performance
Coordinate with the tax and insurance teams to oversee insurance coverage, tax payments, and escrow requirements
Approve annual operating and capital budgets as well as proposed tenant leases
Mentor financial analysts, fostering their professional development and enhancing their skills
Qualification
Required
Bachelor's degree in finance, accounting, real estate, or a related discipline required
5+ years of experience in debt asset management or loan servicing is mandatory
Must have proficiency in Microsoft Excel, Word, and Outlook
Demonstrated understanding of complex commercial real estate structured-finance transactions is essential
Knowledge of commercial real estate transactions, industry terminology, and capital markets is required
Exceptional communication abilities, including the capacity to articulate complex ideas clearly in both writing and speech
Skilled in interpreting intricate credit and legal documentation
Strong analytical capabilities and mathematical proficiency are crucial
The candidate should possess the ability to manage multiple tasks simultaneously and adhere to deadlines
Team-oriented, ready to collaborate and contribute to collective goals
Preferred
Advanced proficiency in Excel, including ability to build complex Excel worksheets
Company
Trimont
Trimont is a loan services company for commercial real estate properties.
Funding
Current Stage
Late StageRecent News
2025-10-01
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