Jobs · Finance · Kansas

Director, Credit & Asset Management

Trimont · Leawood, KS · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

for each heading. Only include sections where there is real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate like EEO, drug-free policy, accommodation request, etc. Also remove navigation/legal etc. Keep substantive info. We have Overview (company description) maybe fits "About the role"? Actually "About the role" could be overview of role and company. The posting includes Overview (company description) and Job Summary. We can combine into About the role section. Responsibilities: list of duties. Required Qualifications: includes Bachelor's degree, 7+ years experience, strong analytical skills, excellent communication, motivated, attention to detail, curiosity, advanced Excel. Also maybe "Preferred" but we treat as qualifications. Skills: maybe we can extract skills: analytical, communication, Excel, attention to detail, etc. But we already have qualifications. Could separate Skills section for specific skills like Excel, financial analysis, etc. However we must not create thin sections. We could combine qualifications and skills into one Requirements section? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which to include based on content. We have content for About the role (company overview + job summary). Responsibilities (list). Required Qualifications (education, experience, skills). Could also have Skills (Excel, analytical, communication). But we might combine qualifications and skills into one "Requirements" section, or separate Qualifications and Skills. The instruction says prefer a few substantive sections over many thin ones. So maybe we have three sections: About the role, Responsibilities, Requirements (which includes qualifications and skills). No Benefits, Pay, Schedule as not provided. Thus output:

About the role

Founded in 1988, Trimont is a specialized global commercial real estate loan services provider... (the overview paragraph) ... Job Summary The Director, Credit & Asset Management will oversee a diverse and expanding portfolio ... (job summary paragraph).

But we need to preserve all substantive information; not invent or summarize away detail. We must keep details but can combine into prose. Must not omit substantive info. Let's extract overview paragraphs: Overview: "Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform. 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 and as an organization, can achieve together. Where people, purpose, and progress come together every day." Job Summary: "The Director, Credit & Asset Management will oversee a diverse and expanding portfolio of complex debt investments secured by commercial real estate, including construction and operational assets. The construction segment covers significant ground-up projects, renovations, and capital improvement/leasing initiatives. Operational assets focus on transitional/value-add properties across major U.S. markets, encompassing all asset classes. This client-facing role requires interaction with top figures in commercial real estate finance and demands a proactive approach in managing tasks such as interest billing and collection, cash waterfall arrangements, draw administration, covenant adherence, financial evaluation of asset performance, borrower consents, and quarterly and annual reporting." We must keep all that. We'll combine into About the role paragraph(s). Could split into two

but okay. Responsibilities: list bullet points. Let's list them exactly as in posting: - Analyze complex loan documents to ensure accurate implementation of loan terms across individual assets. - Work with internal departments to facilitate precise asset servicing and prompt reporting. - Oversee the draw process, ensuring compliance with credit document conditions for construction, leasing, and capital expenses. - Manage the funding process in collaboration with lenders, their syndicates, co-lenders, and other financial parties. - Evaluate lease proposals, creating recommendation reports for clients. - Engage with external consultants, including legal experts, title agents, brokers, and construction advisors. - Employ various technologies and applications to monitor property, borrower, and asset performance, conducting portfolio-level reviews. - Organize and scrutinize monthly financial statements from borrowers and other required reports. - Oversee the collection and examination of annual operating and capital budgets. - Assess ongoing performance of operational properties through analysis of Rent Rolls, Operating Statements, and Collections. - Verify proposed cash management distributions to ensure correct adherence to cash flow waterfalls. - Routinely check for covenant compliance based on loan document criteria (e.g., Debt-Yield, Loan-to-Value, Debt Service Coverage Ratio). - Generate and maintain asset reports and quarterly performance analyses. - Coordinate with the tax and insurance team to oversee insurance coverage, tax payments, and escrow obligations. - Analyze and process borrower consent requests. - Approve annual operating and capital budgets, as well as tenant lease proposals. - Mentor financial analysts, fostering their professional development. We need to put these in

  • . Qualifications/Requirements: list: - Bachelor’s degree in finance, Accounting, Real Estate or related discipline required - 7+ years of experience in asset-based finance or structured credit with an asset management firm, private equity firm, lender, owner / operator, servicer, rating agency, investment bank or broker is preferred. - Strong analytical skills with demonstrable experience in analyzing quantitative and qualitative research. - Excellent in clear and effective communications with the ability to engage with a diverse range of stakeholders. - Motivated to excel in a collaborative, fast-paced environment, working with competing deadlines. - Robust attention to detail - Demonstrates curiosity, with a commitment to continuous improvement. - Advanced skills in Excel We could also include "Preferred" but it's part of qualifications. We'll put in
    • . We must not include EEO, drug-free policy, accommodation request. So we omit those paragraphs. Now produce HTML fragment. We must not include markdown fences. Just raw HTML. Let's craft:

      About the role

      Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform. 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 and as an organization, can achieve together. Where people, purpose, and progress come together every day.

      The Director, Credit & Asset Management will oversee a diverse and expanding portfolio of complex debt investments secured by commercial real estate, including construction and operational assets. The construction segment covers significant ground-up projects, renovations, and capital improvement/leasing initiatives. Operational assets focus on transitional/value-add properties across major U.S. markets, encompassing all asset classes. This client-facing role requires interaction with top figures in commercial real estate finance and demands a proactive approach in managing tasks such as interest billing and collection, cash waterfall arrangements, draw administration, covenant adherence, financial evaluation of asset performance, borrower consents, and quarterly and annual reporting.

      Responsibilities

      • Analyze complex loan documents to ensure accurate implementation of loan terms across individual assets.
      • Work with internal departments to facilitate precise asset servicing and prompt reporting.
      • Oversee the draw process, ensuring compliance with credit document conditions for construction, leasing, and capital expenses.
      • Manage the funding process in collaboration with lenders, their syndicates, co-lenders, and other financial parties.
      • Evaluate lease proposals, creating recommendation reports for clients.
      • Engage with external consultants, including legal experts, title agents, brokers, and construction advisors.
      • Employ various technologies and applications to monitor property, borrower, and asset performance, conducting portfolio-level reviews.
      • Organize and scrutinize monthly financial statements from borrowers and other required reports.
      • Oversee the collection and examination of annual operating and capital budgets.
      • Assess ongoing performance of operational properties through analysis of Rent Rolls, Operating Statements, and Collections.
      • Verify proposed cash management distributions to ensure correct adherence to cash flow waterfalls.
      • Routinely check for covenant compliance based on loan document criteria (e.g., Debt-Yield, Loan-to-Value, Debt Service Coverage Ratio).
      • Generate and maintain asset reports and quarterly performance analyses.
      • Coordinate with the tax and insurance team to oversee insurance coverage, tax payments, and escrow obligations.
      • Analyze and process borrower consent requests.
      • Approve annual operating and capital budgets, as well as tenant lease proposals.
      • Mentor financial analysts, fostering their professional development.

      Requirements

      • Bachelor’s degree in finance, Accounting, Real Estate or related discipline required
      • 7+ years of experience in asset-based finance or structured credit with an asset management firm, private equity firm, lender, owner / operator, servicer, rating agency, investment bank or broker is preferred.
      • Strong analytical skills with demonstrable experience in analyzing quantitative and qualitative research.
      • Excellent in clear and effective communications with the ability to engage with a diverse range of stakeholders.
      • Mot

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