Director, Data and Insights

Overview

Founded in 1988, Trimont (http://www.trimont.com/ www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

• Learn: We believe 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 and as an organization, can achieve together.

Role Overview

We are seeking a highly analytical and technology-savvy MIS leader who can transform raw business data into actionable insights through automated dashboards, AI-enabled analytics, and modern reporting frameworks.

The ideal candidate should possess strong expertise in Excel, Power BI, SQL, JSON, Python, APIs, and Generative AI platforms such as Claude, ChatGPT, and Copilot. This individual will play a key role in building scalable reporting solutions, automating manual MIS processes, creating executive dashboards, and enabling data-driven decision-making across business functions.

This is not a traditional reporting role. We are looking for someone who can combine business analytics, automation, AI, and dashboard engineering to significantly reduce manual effort and improve reporting speed, quality, and insights.

Key Responsibilities

Enterprise MIS & Dashboarding

• Design and manage enterprise-wide KPI dashboards for leadership teams.

• Build executive-level dashboards covering operations, finance, risk, people, quality, productivity, and business growth metrics.

• Develop automated reporting frameworks eliminating manual spreadsheet-based reporting.

• Create drill-down dashboards enabling business leaders to analyze trends and root causes.

Data Engineering & Automation

• Consolidate data from Excel, CSV, databases, APIs, SharePoint, and business systems.

• Develop reusable data models and reporting pipelines.

• Automate data collection, cleansing, validation, transformation, and visualization workflows.

• Build self-service analytics capability across business functions.

AI & Generative Analytics

• Leverage Claude, ChatGPT, Microsoft Copilot, and similar AI platforms to:

• Generate dashboards faster

• Automate MIS preparation

• Create analytical narratives

• Perform trend analysis

• Generate executive summaries

• Develop natural language reporting solutions

• Build AI-powered reporting assistants and internal analytics agents.

• Utilize JSON, APIs, and prompt engineering techniques to integrate AI tools into reporting workflows.

Advanced Analytics

• Perform trend analysis, forecasting, productivity analysis, capacity planning, and business performance monitoring.

• Develop predictive and scenario-based dashboards.

• Translate business questions into analytical models and actionable insights.

Governance & Data Quality

• Establish reporting governance standards.

• Define KPI ownership and data definitions.

• Drive data accuracy and reporting consistency across functions.

• Monitor reporting quality and dashboard adoption metrics.

Required Skills

Technical Skills (

Must Have)

• Advanced Excel (Power Query, Power Pivot, VBA preferred)

• Power BI

• SQL

• JSON

• Python

• Data visualization best practices

• Data modelling

• API integrations

• ETL concepts

• Dashboard design

• Working knowledge of how AI models such Claude, Microsoft Copilot operate

• Fabric

• Azure Data Services

• Snowflake

• Databricks

• Alteryx

• Tableau

Business Skills

• Strong business acumen

• Ability to interact with senior leadership and executives

• Experience translating business requirements into dashboards

• Strong problem-solving and analytical skills

• Excellent communication and presentation skills

• Ability to simplify complex data into executive insights

Experience Requirements

Candidate should demonstrate experience in:

• Building executive dashboards

• Automating large-scale reporting environments

• Working with structured and unstructured datasets

• AI-led analytics and reporting

• Creating KPI frameworks

• Integrating multiple data sources

• Supporting business reviews and leadership reporting

Preferred experience from:

• Financial Services

• Banking

• Commercial Real Estate

• Mortgage Servicing

• GCCs

• Shared Services

• Analytics COEs

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.