Trimont · 1 hour ago
Senior Associate-Real Estate Tax
Charlotte, NC
Full-time
Hybrid
Mid, Senior Level
3+ years expTrimont is a specialized global commercial real estate loan services provider founded in 1988. The Senior Associate, Transaction & Processing, is responsible for monitoring real estate taxes, preparing escrow analyses, generating securitization reports, and ensuring compliance and operational efficiency.
Commercial Real EstateCreditLending
Responsibilities
Coordinate with the offshore team, borrowers, and insurance agents to audit and verify insurance certificates and policies for new loans, ensuring compliance with all requirements
Resolve discrepancies in insurance documentation and enhance communication channels among stakeholders
Process tax payment disbursement requests and accurately record all tax payments in the system of record
Partner with the Asset Manager to address escrow shortfalls that may impact timely tax payments
Collaborate with third-party vendors and the offshore team to resolve insurance exceptions, applying advanced quality assurance criteria and regularly reporting metrics and feedback
Responsible for reporting to provide actionable insights on insurance and tax compliance
Draft communications related to tax disbursements and establish best practices for document management to ensure timely and accurate record-keeping
Conduct comprehensive quality assurance reviews of commercial loans, analyzing processes to ensure compliance and identify opportunities for operational improvement. Provide recommendations to enhance effectiveness
Perform annual escrow account analyses and ensure follow-up on tax payments for non-escrowed loans
Manage, prepare, and process borrower refunds resulting from escrow surpluses or reimbursements
Update collateral information in the system of record as needed
Participate in required training to maintain compliance with regulatory and company standards
Work closely with management to refine work procedures, policies, and methods, providing strategic input to ensure alignment with regulatory requirements and industry best practices
Qualification
Required
BS/BA degree in any field
3+ years of relevant experience in commercial real estate, with a clear understanding of different property types, as well as tax processing and monitoring practices
Strong verbal and written communication skills
Demonstrated capacity to achieve results in a dynamic setting
Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands
Skilled in managing sensitive information while upholding privacy
Handling workload and special projects efficiently
Ability to work both independently and within a team environment
Company
Trimont
Trimont is a loan services company for commercial real estate properties.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Cindy Turim-Barreda
Chief of Staff
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