Trimont

Financial Planning and Analysis

• Oversee a diversified portfolio of complex commercial real estate debt transactions, including whole loans, syndicated loans, and CMBS
• Manage portfolios containing stabilized, construction, and transitional loans
• Underwrite performing and non-performing loans and secondary market portfolio acquisitions
• Underwrite and value office, retail, industrial, multi-family, hospitality, and mixed-use properties
• Prepare Asset Summary Reports
• Collect underwriting documentation and monitor information receipt for transaction closing targets
• Manage third-party report engagement and review appraisals, PCRs, Phase 1, zoning, and seismic reports
• Provide quality control on materials prepared by junior team members
• Analyze macroeconomic trends, real estate investment fundamentals, lending market trends, and real estate market movements
• Independently review notes, loan agreements, yield maintenance, and other legal documents
• Draft internal communications and responses to servicers and appraisers
• Facilitate training as needed
• Review loan modification documentation and audit requests
• Manage data in loan management and accounting systems
• Review, monitor, and provide feedback on servicer performance and correspondence for lenders
• Monitor and track servicer certifications, bank certifications, financials, and USAP documentation

Explore Senior Associate – Investment Advisory at Trimont. Review requirements and application details.

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Senior Associate – Investment Advisory