Associate Credit Portfolio Management (Surveillance) Position Available In Mecklenburg, North Carolina

Associate Credit Portfolio Management (Surveillance)

Job Category:

Credit & Asset Management

Requisition Number:

ASSOC001459

Posting Details

Posted:

April 23, 2025
Full-Time
Hybrid
Locations 1 Charlotte, NC
Charlotte, NC, USA
Job Details
Description

Overview:

Founded in 1988 and headquartered in Atlanta, Trimont (trimont) is a specialized globalmercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration ofmercial real estate secured credit.
We do this with a team of 400+ extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.
Trimont is an innovative firm w visionary professionalse 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 w 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 w ethics and excellence meet to create an experience that matches our capabilities. T are no limits to what we as team members as ananization, can achieve together.

Job Summary:

The Associate is tasked with the critical role of maintaining the Enhanced Surveillance program and maintaining Real Insight data. This position is essential for delivering accurate and updated reporting to internal and external partners based on our contractual obligations under each individual servicing agreement.

Responsibilities:

Support the performance of Enhanced Surveillance Analysis and portfolio management w Trimont is appointed as Special Servicer.
Review monthly CREFC (Commercial Real Estate Finance Council) trustee reporting that is uploaded to Real Insight (RI). Monthly trustee reporting consists of the following files: Periodic, Property, Financial, Bond, and Supplemental.
Track deal flow and maintain integrity of RI database of “active” and “watchlist” assets
Ensure that assets are properly recorded and reported on the servicing system
Process new deals for initial setup in database andplex spreadsheets
Associate will review the reports for accuracy and utilize the reports to identify potential issues on individual loans that require Special Servicer to collaborate with the Asset Manager assigned on the Master Servicing Team to enhance the value of reporting to both internal and external parties.
Conduct thorough assessments of loans and properties through financial analysis and review of operating budgets and statements.
Analyze rent rolls to predict lease rollovers and evaluate Asset Status s.
Assess historicalpliance at the loan level and interpret third-party reports.
Analyze data from Master Servicer Sites and Q+A (Quality and Assurance) Logs.
Review and assessmercial loan Trigger Events to understand their impact and resolution status.
Perform market research and due diligence on underlying collateral.
Enhance the Special Servicer’s capability to identify assets needing extra attention.
Enableprehensive Deal Reviews, Watchlist updates, Consents, and Ad-Hoc ing.
Improve the quality of Watchlistments for greater clarity and insight.
Conduct risk rating assessments to proactively identify potential issues for informed action planning.

Required Qualifications:

Bachelor’s degree in Real Estate, Business, Finance, Accounting, or a related field.
2+ years of experience in Commercial Banking Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
Strong analytical and problem-solving skills, with the ability to interpretplex loan documents and identify critical triggers.
Effectivemunication and collaboration skills to work with internal teams and external partners.
Detail-oriented with the capacity to manage multiple priorities in a fast-paced environment.
Basic understanding ofmercial banking processes and regulatorypliance.
Trimont is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace. If you have a disability and need an amodation or assistance with the application process and/or using our , please contact us. We are proud to maintain a drug-free policy, ensuring that ourmunity is a secure and productive space for all our team members.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.