Jobs · Management · North Carolina

Director Transactions & Processing

Trimont · Charlotte, NC · 1 wk ago
On-siteManagementFull-time

About the Company

Founded in 1988, Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors. 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. With a team of 1100+ professionals across offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York, and Sydney, Trimont empowers its people with advanced technology, industry-leading knowledge, and a culture centered on core values.

Trimont fosters an environment where visionary professionals learn, grow, and thrive through curiosity, collaboration, and tackling some of the industry's most challenging and exciting endeavors. The firm emphasizes ethics, excellence, and limitless potential for both team members and the organization.

About the Role

The Director is responsible for maintaining the culture and leading junior analysts within the Cash Management Servicing group, ensuring alignment with organizational objectives, accuracy, and compliance. This role involves administering complex and high-volume Cash Management Accounts, resolving escalations, and overseeing intake and new setup processes. The Director enforces best practices for accurate money movement, lockbox oversight, and documentation management.

Responsibilities

  • Assist in implementing and enforcing a diligent risk mitigation framework for waterfall administration and lockbox maintenance, analyzing processes and procedures to ensure full compliance.
  • Provide recommendations to leadership to drive operational excellence and continuous improvement.
  • Strategically guide collaboration efforts with the offshore team, borrowers, and banking institution representatives to uphold money movement accuracy standards and achieve pre-defined Service Level Agreements.
  • Champion initiatives to resolve discrepancies, enhance communication channels, and ensure seamless coordination.
  • Oversee high-level collaborations with Third Party Vendors and the offshore team to address and resolve complex money movement and Cash Management exceptions.
  • Implement and enforce quality assurance criteria, and develop tracking and reporting mechanisms to deliver actionable insights and strategic feedback to stakeholders.
  • Partner with management to enhance and refine organizational work procedures, policies, and methods, ensuring compliance with regulatory requirements and industry standards.

Requirements

  • BS/BA degree or equivalent experience.
  • 7+ years of relevant experience within Commercial Real Estate.
  • 3+ years of management/leadership experience.
  • Demonstrated capacity to achieve results in a dynamic setting.
  • Proven success in managing deliverables with intra-day deadlines as well as long-term projects.
  • Experience handling workload and special projects efficiently.

Qualifications

  • Extensive experience with ledger-entry accounting, general ledger, and account reconciliations.
  • Extensive experience with money movements, including large dollar transactions and high-volume processing.
  • Experience training and mentoring junior analysts.
  • Strong verbal and written communication skills.
  • Excellent organizational and administrative skills.
  • Skilled in managing sensitive information while upholding privacy.
  • Ability to work both independently and within a team environment.

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