Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

JP Morgan Chase

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 a Client Service – Transaction Coordinator supporting Commercial Term Lending originations, 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; 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 preferred.Prior experience supporting CRE term lending, multifamily lending, or commercial loan closings.Experience with complex, multi-entity borrower structures and related documentation. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Full timePosting Date: 2026-06-15

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Analyst in Plano, TX vacancy
  • $70k - $80k

     ...0,000.00/yr - $80,000.00/yr The Real Estate Investment & Market Intelligence Analyst supports investment, development,...  ...across multifamily, residential, and commercial assets, including deals. Develop...  .... Support annual and long‑term strategic planning in collaboration... 
    Commercial
    Full time

    Sobha Realty

    Plano, TX
    4 days ago
  •  ...Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential,...  ...and Green Banks with ethical lending tools—especially in climate finance...  ...exclusive interest rates and terms. 0% Financing for Eligible... 
    Commercial
    Full time
    Temporary work
    Immediate start
    Remote work

    GrabJobs

    Plano, TX
    3 days ago
  •  ...Commercial Lending Assistant The Commercial Lending Assistant...  ...for various customer service, relationship...  ...advocate and advisor to the client. This position serves...  ...and all required terms are accurate Clears...  ...with banking needs by coordinating with other banking departments... 
    Commercial
    Work at office

    American National Bank of Texas

    Parker, TX
    3 days ago
  •  ...in technology and SaaS transactions to join our in-house...  ...strong background in commercial transactions, coupled...  ...Software Licenses, Managed Services Agreements (MSA), and...  ...urgency with long-term liability protection (...  ...Law & HR SupportProvide real-time legal counsel to... 
    Commercial
    Full time
    Work at office
    Remote work

    SAMSUNG SDS

    Plano, TX
    1 day ago
  • Come join us as a Team Lead!As a Client Service Team Lead within the Payments team, you will be responsible for the overall...  ...banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive... 
    Commercial

    JP Morgan Chase

    Plano, TX
    3 days ago
  • As a Client Success Regional Manager, you will have the opportunity...  ...to shape the future of commercial banking and be the reason our...  ...you will lead a team of Client Service Managers dedicated to providing...  ...commercial banking, financial transaction processing and asset... 
    Commercial
    Work experience placement
    Work at office

    JP Morgan Chase

    Plano, TX
    13 hours ago
  •  ...impact in the payments and merchant services industry? JPMorgan Chase invites...  ...a Payments Governance Risk Policy Client Operations Manager III. In this role...  ...consumer and small business banking, commercial banking, financial transaction processing and asset management. We... 
    Commercial

    JP Morgan Chase

    Plano, TX
    13 hours ago
  •  ...expertise to shape innovative client solutions and bridge...  ...capabilities with real-world challenges....  ...solutions, building the commercial case, and quarterbacking...  ...banking, financial transaction processing and asset management...  ..., markets, securities services and payments.... 
    Commercial

    JP Morgan Chase

    Plano, TX
    13 hours ago
  •  ...leading structured client conversions and accelerating commercial adoption and...  ...Manager in Merchant Services Commercial Adoption...  ...structures that enhance coordination in our product...  ...validating solutions with real client use cases...  ..., financial transaction processing and asset... 
    Commercial
    Shift work

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...provide next-level products, services, and opportunities to our customers...  ...quality and longevity of our commercial customers’ relationships with...  ...service, valuing long-term relationships above all else....  ...customersWhat you’ll need:5+ years of lending experienceAbility to... 
    Commercial
    Full time

    Frost Bank

    Plano, TX
    3 days ago
  •  ...Architects, Customer Success Analysts, and Operational/...  ...business (B2B), software as a service (SaaS), or technology...  ...institutional and government clients under the J.P. Morgan and...  ...small business banking, commercial banking, financial transaction processing and asset management... 
    Commercial

    JP Morgan Chase

    Plano, TX
    3 days ago
  •  ...Engineering teams (5–7 direct reports) Develop and execute the commercial strategy for the region, aligned with global goals Build and...  ...partner network, from recruitment to enablement to long-term success Hire top talent and build a team culture based on accountability... 
    Commercial
    Remote work

    GrabJobs

    Plano, TX
    2 days ago
  • Job Description The Real Estate Financial Analyst conducts financial modeling and investment analysis...  ...heads of Acquisitions, Development, Lending, and Third-Party Management to identify...  ...data-driven analytical tools for commercial real estate or investment management... 
    Commercial
    Work at office
    Remote work
    Visa sponsorship
    Flexible hours

    Public Storage

    Frisco, TX
    3 days ago
  • $245.1k - $279.8k

     ...Senior Director, Commercial Risk Review...  ...Commercial Real Estate, Healthcare,...  ..., Leveraged Lending and Special...  ...Reviewing transactional testing to assess...  ...of client selection, quality...  ...Financial Analyst (CFA) OR Certified...  ...and/or long term incentives (...  ...products, services, educational... 
    Commercial
    Full time
    Part time
    Local area

    Capital One

    Plano, TX
    2 days ago
  •  ...solutions to our clients and prospects...  ..., and strong transaction execution...  ...for the long term. Seek opportunities...  ...DUTIESSolicit commercial clients; aggressively...  ...and real estate loans. Closing...  ...years direct lending or credit support...  ...products and services including working... 
    Commercial
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Richardson, TX
    4 days ago
  •  ...SBIC is a full-service financial...  ...portfolio of lending solutions as...  ...business and term loans, Trade...  ...SBIC. Acquires clients and builds relationships...  ...for SBIC Commercial Bank clie...  ...with credit analysts to submit credit...  ...lending transactions. Coordinates with different... 
    Commercial
    Work at office

    State Bank of India (California)

    Frisco, TX
    4 days ago
  •  ...Interest: Commercial Credit Underwriter...  ...Analyst; Commercial...  ...personalized services to growth-...  ...financial transactions in...  ...investment real estate, owner-occupied...  ...expertise to the client by...  ...that impact lending division...  ...the long term careers of...  ...recruiting_coordinators@bokf.com with... 
    Commercial

    Bank of Oklahoma

    Plano, TX
    4 days ago
  • $152k - $209k

     ...significant revenue growth for Splunk Commercial accounts. You will establish...  ...meet license, support, and service revenue targets, and directly...  ...experience by enabling high transactional velocity and delivering...  ...parental leave, short and long-term disability coverage, and... 
    Commercial
    Full time
    Temporary work
    Local area
    Remote work
    Flexible hours

    CISCO Systems

    Plano, TX
    2 days ago
  •  ...leading teams that protect clients and the firm by...  .... You’ll help ensure commercial lending commitments are monitored...  ...Wholesale Lending Services - Credit Monitoring...  ...commercial credit agreement terms across a defined...  ...banking, financial transaction processing and asset... 
    Commercial
    Work at office

    JP Morgan Chase

    Plano, TX
    13 hours ago
  •  ...Vice President, Commercial Lending About the Company A community bank focused on relationship...  ...loans, and trusted customer service. Industry Banking Type Privately...  ...required, and a background in commercial real estate is a plus. The role demands a... 
    Commercial
    Work experience placement

    Confidential

    Richardson, TX
    3 days ago
  •  ...judgement to solve real-world...  ...for a diverse client portfolio within...  ...clients, transactions, and industry...  ...documentation to ensure terms are...  ...and developing analysts, and work...  ...requiredMinimum 7 years of commercial/investment banking lending experience...  ..., securities services and payments.... 
    Commercial
    Work at office

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...together with us by becoming a Client Sales ExecutiveAt CompuGroup...  ...for providing high quality services, based on the customers’ individual...  ...with existing customers’ transactional business, creating and...  ...opportunities and numerous long-term perspectives.Security: We offer... 
    Full time
    Remote work
    Flexible hours

    CompuGroup Medical

    Richardson, TX
    3 days ago
  •  ...leader in financial services with operations...  ...small businesses, commercial banking, financial transaction processing, and asset...  ...helping build long term strategy, including...  ...Working Capital or Lending businesses preferredAdditional...  ...and government clients under the J.P.... 
    Commercial
    Worldwide
    Visa sponsorship

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...grown alongside its clients, establishing itself...  ...personalized, and responsive services, along with...  ...believe in the long‑term potential of our people...  ...account servicing transactions while coordinating with custodians and...  ...understanding of BOKF’s commercial products and... 
    Commercial

    Bank of Oklahoma

    Plano, TX
    13 hours ago
  • $10 per hour

     ...financial advice to your clients, then a role as a...  ...ways to cultivate long-term primary banking relationships...  ...suite of products and services. Leverage service team...  ...or related business lending experience Strong...  ...underwriting with commercial credit training. Uses... 
    Commercial
    Work experience placement
    Work at office

    Chase

    Richardson, TX
    1 day ago
  •  ...Credit Monitoring Analyst Wholesale Lending Services (WLS) supports...  ...Banking, Commercial Bank, Global Wealth...  ...credit agreement terms. In this role,...  ...Based Lending, Real Estate Banking and...  ...and government clients under the J.P....  ...banking, financial transaction processing and... 
    Commercial

    Chase

    Plano, TX
    3 days ago
  •  ...and delivering for our clients, teammates,...  ...whether shaped by military service, community college education...  ...to complex Global Commercial Banking clients and prospects...  ...in Commercial Lending or Investment Banking....  ...and closing profitable transactions.Professional proven sales... 
    Commercial
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Frisco, TX
    3 days ago
  •  ...senior-level Corporate Transaction Paralegal with at least...  ...mergers and acquisitions, commercial lending, and commercial real estate matters. This position reports...  ...Support attorneys and clients through all phases of...  ...and licensing approvals Coordinate with title companies,... 
    Commercial
    Work at office
    Monday to Friday

    Beacon Hill

    Addison, TX
    4 days ago
  •  ...exceptional customer experience and revenue retention. Reporting to the Chief Commercial Officer, you will partner with Sales, Marketing, and Product Development to align offerings with market needs while maintaining high service standards and strong #J-18808-Ljbffr... 
    Commercial

    Leadsonline

    Plano, TX
    4 days ago
  •  ...finance.We’re a next-generation financial services company and national bank using...  ...experienced Senior Manager, Secured Commercial Real Estate Lending to help lead SoFi Bank’s secured...  ...administration, portfolio management, servicing coordination, and ongoing portfolio monitoring.... 
    Commercial
    Remote work

    SoFi

    Frisco, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Analyst. Be the first to apply!