Jobs · Finance · North Carolina

Executive Director Credit Portfolio Management

Trimont · Charlotte, NC · 2 wk ago
FinanceFull-time

About the role

Trimont is seeking an Executive Director, Credit Portfolio Management to provide overall asset management for a portfolio of commercial real estate loans and investments, including complex and high-touch assets. This role involves executive oversight, strategic direction, and minimal need for detailed supervision.

Responsibilities

  • Provide executive oversight and strategic direction in addressing high-level customer requests and complex internal inquiries, ensuring service excellence and timely issue resolution across the organization.
  • Lead compliance initiatives for complex loan documents, including the enforcement of covenants and implementation of remedial actions for non-compliance, safeguarding both organizational and investor interests.
  • Oversee the evaluation and approval of borrower consent requests, collaborating with internal teams and external stakeholders to ensure alignment with transaction and portfolio objectives.
  • Direct the comprehensive review, analysis, and executive reporting of property performance, delivering actionable insights to senior management and investment committees.
  • Guide and oversee property condition inspections and compliance audits, ensuring thorough assessment, risk mitigation, and regulatory adherence throughout the portfolio.
  • Identify critical issues and assess investor risk at both the asset and portfolio level, providing sophisticated analysis and recommendations for risk management strategies.
  • Cultivate and manage high-level relationships with borrowers, special servicers, certificate administrators, and other key internal and external stakeholders to support business objectives and drive results.
  • Provide expert interpretation and guidance on a wide range of complex loan and securitization documents, ensuring strategic alignment and risk mitigation.
  • Demonstrate mastery of all aspects of complex real estate transactions, including loan and investment structures, entity and partnership arrangements, property operations, and evolving market dynamics.
  • Champion the professional development of Senior Directors and emerging leaders through mentorship, knowledge sharing, and by fostering a culture of high performance and continuous improvement.

Required Qualifications

  • Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field.
  • 11+ years of experience in Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
  • 7+ years management experience through direct or indirect structures.
  • Experience in reviewing and analyzing commercial real estate loan documents and deal documents.
  • Strong analytical and problem-solving skills, with the ability to interpret complex loan documents and identify critical triggers.
  • Detail-oriented with the capacity to manage priorities efficiently in a dynamic work environment.
  • Strong verbal and written communication skills.
  • 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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