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Senior Director, Credit Portfolio Management (Leasing)

Trimont
Charlotte, NC Full Time
POSTED ON 2/28/2025 CLOSED ON 4/22/2025

What are the responsibilities and job description for the Senior Director, Credit Portfolio Management (Leasing) position at Trimont?

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, Commercial Banking Portfolio Management is responsible for supporting the financial analysis and underwriting of commercial and high net worth customer loan packages. This role involves working within the Commercial Banking Portfolio Management functional area to ensure adherence to business standards and contribute to effective credit decision-making. The Associate collaborates with managers and stakeholders to maintain robust credit portfolios and ensure compliance with industry regulations.

Key Responsibilities:

  • Conduct in-depth research and analysis of complex financial and credit information for commercial business and high net worth customer loan packages.
  • Address basic issues, policies, or procedures efficiently, focusing on low to medium risk tasks and deliverables.
  • Underwrite loans with aggregate credit exposure in accordance with approved credit authority limits.
  • Investigate credit standards and assess the creditworthiness of high net worth loans, ensuring alignment with portfolio objectives.
  • Operate under the guidance of a supervisor, exercising independent judgment while gaining a comprehensive understanding of functions, policies, procedures, and compliance requirements.
  • Collaborate and consult with managers, functional colleagues, and stakeholders, including both internal and external customers, to facilitate effective portfolio management.

Required Qualifications:

  • Bachelor's degree in Real Estate, Business, Finance, Accounting, or a related field.
  • A minimum of 5 years of experience in Commercial Real Estate Portfolio Management, or equivalent experience demonstrated through work experience, training, military service, or education.
  • Strong analytical skills with the ability to interpret complex financial data and credit reports.
  • Familiarity with commercial banking products and processes.
  • Effective communication and collaboration skills to interact with internal teams and external clients.
  • Proficiency in Microsoft Office Suite, particularly Excel, for financial analysis and reporting.
  • Detail-oriented with the ability to manage multiple tasks in a dynamic work environment.
  • Basic understanding of regulatory compliance in the commercial banking sector.

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.

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