Director Transactions & Processing

Trimont LLC

$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 7+ years of Transactions and Processing experience or equivalent
  • Knowledge of commercial real estate transactions
  • Strong analytical skills for client needs interpretation
  • Proven track record of achieving results in dynamic environments
  • Exceptional organizational and administrative abilities
  • Experience managing sensitive information with confidentiality
  • Proficient in Microsoft Excel, Word, and Outlook

Responsibilities

  • Lead or support complex Transactions and Processing initiatives
  • Review and analyze business, operational, and technical issues for process improvement
  • Approve and process complex loan intake and money movement transactions
  • Ensure compliance with regulatory requirements and loan agreements
  • Partner with stakeholders to resolve issues and meet business objectives
  • Lead projects and mentor team members while documenting procedures
  • Monitor audit exceptions to recommend corrective actions

Benefits

  • Opportunities for professional development and training
  • Collaborative team environment that encourages input and innovation
  • Engagement with diverse stakeholders including internal teams and customers
  • Dynamic work setting that values adaptability and results
  • Focus on improving processes and risk mitigation strategies
Full Job Description
Job Summary:

This role leads and supports complex loan servicing initiatives, reviewing, analyzing, and processing loan transactions while ensuring compliance with policies, regulations, and loan agreements. The position requires strong loan servicing expertise, a focus on process improvement and risk mitigation, and the ability to work effectively both independently and in collaboration with stakeholders.

Responsibilities:
  • Lead or support complex Transactions and Processing initiatives, contributing to strategic planning and key deliverables.
  • Review and analyze business, operational, and technical issues, providing recommendations to improve processes and controls.
  • Review, approve, and process complex loan intake and money movement transactions.
  • Ensure compliance with policies, procedures, regulatory requirements, and loan agreements.
  • Partner with stakeholders, internal teams, and customers to resolve issues and achieve business objectives.
  • Lead projects, mentor team members, and support training and procedural documentation efforts.
  • Monitor audit exceptions, identify risks, and recommend corrective actions to strengthen controls.

Required Qualifications:
  • Bachelors degree required
  • 7+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Knowledge of commercial real estate transactions and familiarity with industry
  • Strong analytical abilities, capable of interpreting the needs of both internal and external clients accurately.
  • Demonstrated capacity to achieve results in a dynamic setting.
  • Organizational and administrative skills.
  • Skilled in managing sensitive information while upholding privacy.
  • Ability to work both independently and within a team environment.
  • Skilled in Microsoft Excel usage
  • Capable of managing multiple tasks and meeting strict deadlines
  • Proficient in Microsoft Word and Outlook for professional documentation and communication

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