Trimont

Financial Planning and Analysis

• Oversee a diversified portfolio of complex commercial real estate debt transactions.
• Understand various types of transactions including whole loans, syndicated loans, and CMBS.
• Manage asset portfolio independently and with a team.
• Perform independent reviews of loan agreements and third-party reports.
• Assist in managing data in loan management and accounting systems.
• Monitor and track certifications and correspondence on behalf of relevant lenders.

Senior Associate – Investment Advisory