Senior Associate-Real Estate Tax

Founded in 1988, Trimont ( ) 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 Senior Associate, Transaction & Processing, is responsible for monitoring the status of real estate taxes and ensuring timely payment in accordance with established deadlines. Key responsibilities include preparing escrow analyses, generating quarterly securitization reports, and conducting quality assurance reviews of commercial loans. The Senior Associate identifies opportunities to improve compliance and operational efficiency, and collaborates closely with the India team to execute various processes and ensure seamless workflow integration.

Responsibilities

• Coordinate with the offshore team, borrowers, and insurance agents to audit and verify insurance certificates and policies for new loans, ensuring compliance with all requirements.
• Resolve discrepancies in insurance documentation and enhance communication channels among stakeholders.
• Process tax payment disbursement requests and accurately record all tax payments in the system of record.
• Partner with the Asset Manager to address escrow shortfalls that may impact timely tax payments.
• Collaborate with third-party vendors and the offshore team to resolve insurance exceptions, applying advanced quality assurance criteria and regularly reporting metrics and feedback.
• Responsible for reporting to provide actionable insights on insurance and tax compliance.
• Draft communications related to tax disbursements and establish best practices for document management to ensure timely and accurate record-keeping.
• Conduct comprehensive quality assurance reviews of commercial loans, analyzing processes to ensure compliance and identify opportunities for operational improvement. Provide recommendations to enhance effectiveness.
• Perform annual escrow account analyses and ensure follow-up on tax payments for non-escrowed loans.
• Manage, prepare, and process borrower refunds resulting from escrow surpluses or reimbursements.
• Update collateral information in the system of record as needed.
• Participate in required training to maintain compliance with regulatory and company standards.
• Work closely with management to refine work procedures, policies, and methods, providing strategic input to ensure alignment with regulatory requirements and industry best…