Associate Transactions And Processing

Overview

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) 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, Dallas, Kansas City, London, New York, Sydney, Hyderabad and Bengaluru. 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 industrys 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

We are looking for a motivated and detail-oriented Associate Transactions & Processor to join our Indexing which means Financials Documentation Team, with a focus on Document Uploading & Indexing. This mid-level role supports the efficient management of loan and property-related documentation within our commercial mortgage servicing operations, while also contributing to process optimization and team mentorship. Associate is responsible for accurately uploading, naming, and indexing a broad range of complex documents into internal systems, ensuring seamless access, regulatory compliance, and data integrity. This role requires a deeper understanding of document types, servicing workflows, and quality control standards with the ability to work independently and support junior team members.

Responsibilities

• Ensure compliance with regulatory requirements and company policies during the documentation process.
• Upload loan and property-related documents into internal servicing platforms with accuracy and consistency
• Index documents using standardized naming conventions and metadata for easy retrieval and compliance
• Verify document completeness and quality before uploading; flag missing or incorrect files
• Maintain organized digital filing systems in accordance with company policies and regulatory requirements
• Participate in training sessions to understand commercial mortgage structures, document types, and workflow tools
• Support periodic audits and reviews by ensuring documentation is properly stored and accessible
• Uphold Trimont’s core values and professional standards in all tasks and communications
• Contribute to continuous improvement efforts in OSAR Indexing processes and system efficiency
  
  

Required Qualifications

• Bachelor’s degree in finance, Business Administration, or a related field.
• 2+ years of experience in loan processing, loan servicing, or financial operations
• Strong verbal and written communication skills
• Strong attention to detail.
• Demonstrated capacity to achieve results in a fast-paced, high-volume, and dynamic setting.
• Strong work ethics and a sense of urgency.
• Skilled in managing sensitive information while upholding privacy.
• Ability to work both independently and within a team environment.
• Good problem-solving skills and an eye for detail
• Working knowledge of MS Excel, MS Word MS Access
• Flexibility to work on different processes/assignments
• Ability to set priorities, plan and organize work
• Demonstrates/maintains professional conduct under all circumstances
• Ability to communicate well with US counterparts, as required
  
  

Preferred Skills

• Familiarity with loan documentation standards.
• Experience in the commercial mortgage servicing industry.
• Knowledge of onboarding workflows and automation tools.
• Understanding and ability to interpret loan language on loan documents
• 2+ years of experience in loan processing, loan servicing, or financial operations.
  
  

Standard Shift Time

• 7.30 am - 4.30 pm (BLR) & 8.30 am - 5.30 pm (HYD) - Flexible working different shifts as per business requirement.
  
  

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 accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

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