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Analyst Transactions & Processing

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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 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:

We are looking for a motivated and detail-oriented Analyst Transactions & Processor to join our OSAR Indexing team. The Document Uploading & Indexing analyst will support the efficient management of loan and property-related documentation within Trimont’s commercial mortgage servicing operations. This entry-level role is responsible for accurately uploading, naming, and indexing documents into internal systems to ensure seamless access, compliance, and data integrity. The position requires strong attention to detail, organizational skills, and a commitment to maintaining high standards in document control. It offers a valuable introduction to commercial mortgage servicing workflows, digital recordkeeping, and cross-functional collaboration in a fast-paced, professional environment.

Responsibilities include (but not limited to):

  • Ensure compliance with regulatory requirements and company policies during the documentation process.
  • Upload Borrower Financials 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 document management processes and system efficiency

Required Qualifications:

  • (BCom) bachelor’s degree in finance, Business Administration, Accounting, or a related field.
  • Strong desire to learn and grow in a professional financial environment.
  • Good communication and interpersonal skills.
  • Attention to detail and ability to follow structured processes.
  • Basic proficiency in Microsoft Office (Excel, Word, Outlook).

Preferred Skills:

  • Problem-solving mindset and eagerness to contribute to team goals.
  • 2-6 months internship or academic project experience in finance or operations (optional but beneficial).

Standard shift time:

  • 7.30 am - 4.30 pm (BLR) & 8.30 am - 5.30 pm (HYD) – Flexibility in shifts may be needed.

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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