Client-Service Coordinator for Commercial Term Lending

Next Frontier Capital; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service – Transaction Coordinator for Commercial Term Lending originations.

The role coordinates end-to-end document collection, ensures file readiness for post-closing requests, and collaborates with Sales, Credit, KYC, and Processing to drive timely closings. The ideal candidate has CRE lending operations experience, strong attention to detail, excellent communication, and the ability to manage multiple priorities in a high-volume

Qualifications

• Experience in commercial lending / CRE lending operations, loan coordination, processing, or related client service operations (analyst-level).
• Strong attention to detail and control mindset; ability to maintain high accuracy in a high-volume environment.
• Strong written and verbal communication skills; ability to communicate professionally with clients and internal stakeholders.
• Proven ability to manage multiple priorities, meet deadlines, and work independently with minimal direction.
• Strong analytical and problem-solving skills; ability to resolve complex documentation or process issues.
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook).
• Familiarity with CREOS/Strategy and title software.

Responsibilities

• Request required borrower/guarantor/entity documentation; track and follow up on outstanding items; confirm completeness and readability; elevate gaps or inconsistencies to internal partners as needed.
• Review original loan files for complete and accurate information (e.g., entity documents, third-party reports, leases, appraisals, title reports, and closing-related documents); ensure forms are current and properly executed to reduce risk and rework.
• Manage a pipeline of loans across stages (initial CAR → LOI → Final CAR → closing submission); maintain accurate status updates and ensure SLAs are met.
• Coordinate across Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing to enable smooth handoffs, issue resolution, and on-time execution.
• Identify potential issues early (e.g., entity structure complexity, documentation deficiencies, title-related items) and coordinate remediation plans with minimal supervision.

Skills

Commercial lending/CRE operations

Loan coordination

Attention to detail

Communication skills

Multitasking

Analytical thinking

Education

Bachelor’s degree

Tools

Microsoft Office (Excel/PowerPoint/Outlook)

CREOS/Strategy familiarity

Title software knowledge

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Client Service – Transaction Coordinator for Commercial Term Lending originations.

The role coordinates end-to-end document collection, ensures file readiness for post-closing requests, and collaborates with Sales, Credit, KYC, and Processing to drive timely closings. The ideal candidate has CRE lending operations experience, strong attention to detail, excellent communication, and the ability to manage multiple priorities in a high-volume