Associate-Real Estate Tax

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 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 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:

The Associate, Tax Escrow is tasked with overseeing and maintaining the status of real estate taxes, ensuring that such taxes are paid within the required timeframes. The role includes the preparation of escrow analysis and the generation of quarterly securitization reports. Additionally, the associate will be responsible for creating various ad hoc reports concerning real estate taxes as needed.

Responsibilities:

• Responsible for the initial input of tax records into the servicing platform.
• Conduct thorough document review to collect all relevant details necessary for tracking real estate tax status and ensuring timely payments.
• Coordinate with tax service providers to furnish legal property descriptions and acquire information regarding escrowed loans for a specific portfolio of assets, known as Notice of Trustee Sale (NTS).
• Process requests for tax payment disbursements and record all tax payments accurately.
• Collaborate with the Asset Manager to address any escrow shortfalls that may affect tax payments.
• Create communications pertaining to tax disbursements.
• Determine monthly tax obligations based on received data.
• Conduct an escrow account analysis at a minimum of once per year.
• Ensure follow-up to confirm payment of taxes for loans not covered by an escrow account.
• Prepare and submit quarterly and monthly reports detailing tax information for securitized loans and various investor portfolios.
• Regularly update comments for discussion in monthly Critical Date Meetings.

Required Qualifications:

• Bachelor's degree or equivalent experience in a business environment.
• 2 years of relevant experience in commercial real estate, with a clear understanding of different property types, as well as tax processing and monitoring practices.
• Proficient in Microsoft Excel, Word, Windows, and Outlook.
• Capability to handle multiple projects simultaneously and adhere to strict deadlines.
• Familiarity with real estate lending terminology and concepts.
• Resilience in maintaining productivity despite potential disruptions, while still meeting organizational deadlines.
• Meticulous attention to detail.
• Competency in collaborating and communicating with all levels within the company's structure.
• Robust verbal and written communication, interpersonal, and leadership capabilities.
• Analytical and logical thinking skills.
• Proficiency in organizing and prioritizing work tasks and responsibilities effectively.

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 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.