Associate Director Transactions & Processing

Associate Director Transactions & Processing

Job Category
: CMS

Requisition Number
: ASSOC
002031

• Posted :
  December 26, 2025
• Full-Time
• On-site

Showing 1 location

Founded in 1988 and headquartered in Atlanta, Trimont (  ) is a specialized global commercial 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 of commercial real estate secured credit.

We do this with a team of 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, 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 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 as an organization, can achieve together.

Job Summary:

This position is responsible for managing end-to-end process for construction draw requests, including receipt, initial review, documentation verification, and coordination with borrowers, lenders, and consultants to ensure timely and compliant funding. Skilled in reviewing draw packages for completeness and accuracy, ensuring all required documentation (draw request forms, invoices, proof of payment, conditional and unconditional lien waivers) meets contractual and regulatory standards.

Responsibilities:

• To process various loan servicing activities/inquiries/requests adhering to laid down procedures and ensuring that the established service standards are met
• Draw Request Lifecycle Management:
  Proven ability to manage the end-to-end process for construction draw requests, including receipt, initial review, documentation verification, and coordination with borrowers, lenders, and consultants to ensure timely and compliant funding.
• Document Review & Compliance:
  Skilled in reviewing draw packages for completeness and accuracy, ensuring all required documentation (draw request forms, invoices, proof of payment, conditional and unconditional lien waivers) meets contractual and regulatory standards.
• Tracker & Workflow Administration:
  Experience in setting up and maintaining draw trackers, invoice logs, and open items lists to monitor draw status, budget revisions, and outstanding documentation. Proficiency with digital workflow tools and shared drives for document management.
• Budget & Contract Reconciliation:
  Ability to reconcile draw requests against project budgets and contract documents (including AIA forms G702/G703), review and document change orders and ensure all funding aligns with approved project scope.
• Invoice & Payment Verification:
  Expertise in reviewing invoice backup for relevance, timeliness, and accuracy; confirming invoice totals match requested amounts; and ensuring proper documentation for stored materials (bills of sale, insurance certificates, photos).
• Lien Waiver Administration:
  Knowledge of state-specific lien waiver requirements, including collection and verification of signed and notarized waivers from general contractors and subcontractors for each draw cycle.
• Exception & Issue Resolution:
  Strong analytical skills to identify and document exceptions, discrepancies, or missing items in draw…