Client Service Transaction Coordinator - Commercial Real Estate, Commercial Term Lending - Analyst

JPMorgan Chase & Co.; Plano (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase & Co. in Plano seeks a Client Service - Transaction Coordinator to support Commercial Term Lending originations, coordinating end-to-end document collection and file readiness for post-closing requests.

You will be the primary client contact for documentation requests and collaborate with internal partners to drive timely submissions and closings. This role emphasizes pipeline hygiene, milestone management, and proactive remediation to reduce operational risk and shorten

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; able 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 (learning firm processes quickly).
• Demonstrated ability to handle sensitive/confidential information appropriately.

Responsibilities

• Request required borrower/guarantor/entity documentation; track and follow up on outstanding items; confirm completeness and readability; escalate gaps or inconsistencies as needed.
• Review original loan files for complete and accurate information; ensure forms are current and properly executed to reduce risk and rework.
• Manage a pipeline of loans across stages; 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 and on-time execution.
• Identify potential issues early and coordinate remediation plans with minimal supervision.
• Maintain strong working knowledge of CREOS/Strategy and title software; document progress and support reporting.

Skills

Commercial lending operations

Loan coordination

Attention to detail

Written and verbal communication

Multitasking

Problem solving

Microsoft Office

Familiarity with CREOS/Strategy

Handling confidential information

Education

Bachelor's degree

Tools

Microsoft Office (Excel, PowerPoint, Outlook)

CREOS/Strategy

title software

Job description

Become part of a client-facing team supporting Commercial Term Lending originations by coordinating end-to-end document collection and file readiness for post-closing requests, partnering with key internal stakeholders to drive timely, accurate submissions and reduce operational risk!

As aClient Service - Transaction CoordinatorsupportingCommercial Term Lendingoriginations, you will manage end-to-end document collection and file readiness for post-closing requests (e.g., equity interest changes, title transfers, SNDAs, and maturity extensions). You will serve as the primary client contact for documentation requests and follow-ups, while partnering closely with internal stakeholders (Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing) to drive timely, accurate submissions and closings. You will own pipeline hygiene and coordinate key milestones to reduce operational and credit risk and improve time-to-close.

Job Responsibilities:

• Request required borrower/guarantor/entity documentation; track and follow up on outstanding items; confirm completeness and readability; escal…? Wait is "escalate 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.
• Maintain strong working knowledge of CREOS/Strategy and title software; document progress, track conditions, and support accurate reporting using systems.

Required Qualifications, Capabilities, and Skills:

• 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; able to communicate professionally with clients (for document collection) 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(working knowledge and ability to learn firm process flows quickly).
• Demonstrated ability to handle sensitive/confidential information appropriately.

Preferred Qualifications, Capabilities, and Skills:

• Bachelor's degree
• Prior experience supporting CRE term lending, multifamily lending, or commercial loan closings.
• Experience with complex, multi‑entity borrower structures and related documentation.