Senior Associate, Real Estate Tax

Job Summary The Senior Associate, Transaction & Processing, is responsible for monitoring the status of real estate taxes and ensuring timely payment in accordance with established deadlines. Key responsibilities include preparing escrow analyses, generating reports as required, and conducting quality assurance reviews of commercial loans. The Senior Associate identifies opportunities to improve compliance and operational efficiency, and collaborates closely with the India team to execute various processes and ensure seamless workflow integration. Responsibilities Coordinate with the offshore team and borrowers to audit taxes, ensuring compliance with all requirements. Process tax payment disbursement requests and accurately record all tax payments in the system of record. Partner with the Asset Manager to address escrow shortfalls that may impact timely tax payments. Collaborate with third‑party vendors and the offshore team to resolve insurance exceptions, applying advanced quality assurance criteria and regularly reporting metrics and feedback. Responsible for reporting to provide actionable insights on tax compliance. Draft communications related to tax disbursements and establish best practices for document management to ensure timely and accurate record‑keeping. Conduct comprehensive quality assurance reviews of commercial loans, analyzing processes to ensure compliance and identify opportunities for operational improvement and provide recommendations to enhance effectiveness. Perform annual escrow account analyses and ensure follow‑up on tax payments for non‑escrowed loans. Manage, prepare, and process borrower refunds resulting from escrow surpluses or reimbursements. Update collateral information in the system of record as needed. Participate in required training to maintain compliance with regulatory and company standards. Work closely with management to refine work procedures, policies, and methods, providing strategic input to ensure alignment with regulatory requirements and industry best practices. Required Qualifications 3+ years of relevant experience in commercial real estate with a clear understanding of different property types, as well as tax processing and monitoring practices. Demonstrated capacity to achieve results in a dynamic setting. Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands. Skilled in managing sensitive information while upholding privacy. Strong verbal and written communication skills. Handling workload and special projects efficiently. Ability to work both independently and within a team environment. 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. Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr