Associate, Credit and Asset Management

Job Summary

The Loan Associate will collaborate with other team members to deliver thoughtful, detail-oriented, best-in-class service to our clients. This team member will be responsible for providing timely, accurate, and actionable information for analysis in support of the Loan Management debt platform across multiple property types (office, retail, industrial, multifamily, condos, student-housing, hospitality).

This role includes interfacing with borrowers and client representatives and must have the awareness and the ability to interact with others in a professional manner and with a sense of urgency.

Responsibilities

• Ensure proposed distributions align with equity capital/waterfall agreements
• Ensure compliance with all loan agreement covenants
• Collaborate with Credit Administration and the Loan Manager to manage the debt service payment processes including cash management waterfall applications, note-on-note and other facility financial payments, reserve and holdback debt service applications as well as other complex financial structures
• Coordinate with internal insurance associates to oversee insurance coverage and escrow requirements
• Work with internal tax associates to ensure tax payments and escrow requirements are met
• Manage and review debt and equity funding requests efficiently and meticulously
• Respond to ad hoc financial analysis and data requests promptly

Required Qualifications

• Bachelor’s degree in real estate, finance, accounting, or related discipline required
• 2+ years of relevant experience
• Skilled in Microsoft Excel usage
• Knowledgeable about commercial real estate transactions and industry terminology
• Familiar with commercial real estate valuation methods and principles
• Capable of managing multiple tasks and meeting strict deadlines
• Demonstrates strong analytical and mathematical abilities
• Excellent at both written and verbal communication
• Proficient in Microsoft Word and Outlook for professional documentation and communication

Trimont is an equal opportunity employer