Term Lending: Client Service Transaction Coordinator

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

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