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

Client Service Transaction Coordinator - Commercial Real Estate, Commercial Term Lending - 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 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: 2026-09-03

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Transaction Coordinator - Commercial Real Estate, Commercial Term Lending - Analyst in Plano, TX vacancy
  •  ...passion for Sales and Commercial Real Estate, thriving in competitive...  ...confidently with clients? If so, the Commercial Term Lending team is just what you'...  ...other area of financial services (Investment Management...  ...commercial banking, financial transaction processing and asset... 
    Commercial
    Work at office

    JPMorgan Chase

    Plano, TX
    4 days ago
  •  ...manage complex multifamily loan transactions from quote and underwriting...  ...and facilitate informed lending decisions.Present...  ...Experience6+ years of multifamily commercial real estate underwriting experience, including...  ...program (subject to the terms of the program). As part of... 
    Commercial
    Full time
    Work at office
    Remote work

    Fannie Mae

    Plano, TX
    3 days ago
  •  ...judgment to solve real-world challenges...  ...decisions on multifamily commercial real estate loan requests....  ...risks in each transaction Build and...  ...commercial real estate lending or 5 years of...  ...institutional and government clients under the J.P....  ..., securities services and payments.... 
    Commercial

    Chase

    Plano, TX
    1 day ago
  •  ...Build a career in commercial real estate lending by helping deliver...  ...loan closings for our clients. In this role, you...  ...operations to move transactions forward. You will strengthen...  ...loan lifecycle by coordinating documentation and...  ...in a financial services environment... 
    Commercial

    JPMorgan Chase & Co.

    Plano, TX
    8 days ago
  •  ...The Partner brand is involved in one out of every five US Commercial Real Estate transactions. PVA professionals advise lenders, investors, and...  ...real estate decisions across all major asset classes. Our analysts work directly alongside senior valuation professionals and... 
    Commercial
    Full time
    Work at office
    Local area
    Remote work

    Partner Valuation Advisors (PVA)

    Plano, TX
    1 day ago
  •  ...Solutions Manager supporting the Commercial Real Estate Risk team at JPMorgan Chase...  ...in supporting self-service analytics and governed semantic...  ...and government clients under the J.P. Morgan and Chase...  ...commercial banking, financial transaction processing and asset management... 
    Commercial

    JP Morgan Chase

    Plano, TX
    11 hours ago
  • $28.74 per hour

     ...assisting a local client recruiting for Credit Quality Analyst opportunities in Charlotte...  ...and corporate lending operations. If...  ...pricing, contract terms, funding requirements...  ..., and prepare transactions for closing and booking...  ...in banking, commercial lending, or credit... 
    Commercial
    Hourly pay
    Contract work
    Temporary work
    Local area
    Monday to Friday
    Shift work

    Adecco US, Inc.

    Plano, TX
    5 days ago
  •  ...Job Description: ~ Senior Analyst - AML What Candidates Will be doing:...  ...thorough investigations of suspicious transactions and activities. Conduct full enhanced...  ...Conduct risk ratings of deposit and commercial lending customers upon onboarding. Prepare... 
    Commercial

    TriOptus LLC

    Plano, TX
    1 day ago
  • $68.9k - $131.1k

     ...company that provides advanced systems and services for commercial, military and government customers...  ....Manage workflow to ensure all labor transactions are processed accurately and timely.Audit...  ...dental, vision, life insurance, short-term disability, long-term disability, 401(... 
    Commercial
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Worldwide
    Flexible hours

    Raytheon

    Richardson, TX
    11 hours ago
  •  ...experienced Senior AML Analyst to support Bank...  ...activities within a financial services environment. This...  ...background in banking, auto lending, AML investigations,...  ...into suspicious transactions and customer activity....  ...assessments for deposit and commercial lending customers... 
    Commercial

    PTR Global

    Plano, TX
    4 days ago
  •  ...judgement to solve real-world challenges...  ...class. As a Real Estate Credit Risk Associate in Commercial and Investment...  ...approval for loans and lending-related...  ..., and real estate services clients across a range of...  ...and trading-related transactions, including operating... 
    Commercial
    Bank staff
    Work at office

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...judgement to solve real-world challenges that...  ...Associate on the Commercial and Investment (CIB...  ...credit exposure to a client base consisting of...  ...traditional lending activity and market based transactions.Job Responsibilities...  ...Treasury & Security Services, Legal, Investment... 
    Commercial
    Work experience placement

    JP Morgan Chase

    Plano, TX
    4 days ago
  •  ...shaping the future of our lending services, providing you with a...  ..., ensuring seamless transaction closings. You will...  ...the success of our clients and the firm. You will...  ...allocation and long-term goal setting. Strong...  ...accommodation. J.P. Morgan’s Commercial & Investment Bank is... 
    Commercial

    JP Morgan Chase

    Plano, TX
    3 days ago
  • $62k - $81k

     ...Job DescriptionThis analyst researches and analyzes credit risks...  ...involved in extending credit or lending money.Generate financial...  ...verify financial and credit transactions.Work with LII Legal to advise...  ...agreements and other commercial instruments to secure credit... 
    Commercial
    Work at office
    Remote work
    Monday to Thursday
    Flexible hours

    Lennox

    Richardson, TX
    3 days ago
  •  ...expert judgment to solve real-world challenges that...  ...for the Merchant Services Wholesale Credit portfolio...  ...possible risks a client's business may pose...  ...cash-flow analysis, transaction trend analysis, assessment...  ...risk underwriting, commercial lending, payments risk or... 
    Commercial

    JP Morgan Chase

    Plano, TX
    2 days ago
  • Guaranty Bank & Trust is seeking a Full-Time Senior Credit Analyst to support commercial lending by performing high-level analyses on loans and preparing presentations for the Loan Committee. You will assess creditworthiness using financial statements, reports, and market... 
    Commercial
    Full time

    Foothills Bank

    Addison, TX
    1 day ago
  • $80k - $124k

     ...expectations while making a real impact on local...  ...delivering superior customer service across our Contact...  ...Service, Sales, Claims, Commercial, and Recreational product...  ...Senior Data Insights Analysts to provide world-class...  ...insights to support short-term and long-term workforce... 
    Commercial
    Full time
    Temporary work
    Local area

    GEICO

    Richardson, TX
    11 hours ago
  •  ...property, mortgage and commercial lender...  ...Senior Financial Data Analyst to help grow our...  ...modeling for investor transactions and due diligence...  ...flow agreements, servicing transfers,...  ...audit transparency Coordinate investor, stakeholder...  ...evaluations, lending decisions, transaction... 
    Commercial
    Work at office

    The Cavco Family of Companies

    Plano, TX
    1 day ago
  •  ...family is Toyota Financial Services (TFS), the finance and...  ...for highly motivated Analysts for various open...  ...Money Laundering & Fair Lending data support. Using...  ...to management Coordinate with stakeholders to help...  ...Compliance, Finance, Treasury, Commercial Lending, etc.... 
    Commercial
    Work experience placement
    H1b
    Relocation package
    2 days per week
    3 days per week

    Toyota

    Plano, TX
    5 days ago
  • $81k - $106.05k

     ...provides our residential and commercial customers with industry-leading...  ..., sustainable products and services. Our culture guides us and creates...  .... As the Sr. Benefits Analyst , you'll help shape the benefits...  ...01(k) retirement plan; short-term disability insurance; 8 weeks... 
    Commercial
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Lennox

    Richardson, TX
    16 hours ago
  •  ...overall success of the Technology Risk & Services team and ensure compliance with...  ..., institutional and government clients under the J.P. Morgan and Chase brands...  ...and small business banking, commercial banking, financial transaction processing and asset management. We... 
    Commercial
    Local area

    JP Morgan Chase

    Plano, TX
    3 days ago
  •  ...Commercial Loan Assistant Under...  ...commercial lending. Has a...  ...with calendar coordination and scheduling...  ...and real estate loans Coordinates...  ...customer service on approved...  ...with clients, and provides...  ...conformity with terms...  ...request for loan transactions Coordinate... 
    Commercial
    Full time
    Work at office
    Monday to Friday

    Prosperity Bank

    Plano, TX
    2 days ago
  •  ...judgement to solve real-world challenges that...  ...across diverse client portfolios. You partner...  ...Financial Analyst or Financial Risk Manager...  ...business banking, commercial banking, financial transaction processing and asset...  ...markets, securities services and payments. Corporations... 
    Commercial

    JP Morgan Chase

    Plano, TX
    3 days ago
  • $54k - $79.2k

     ...member of NLG Capital’s Commercial Real Estate team, this role...  ...National Life Group. The Analyst will contribute to...  ...operating statements Coordinate with legal, appraisal...  ...smarter, serve more clients, and keep our...  ...in New York. Equity Services, Inc., Member FINRA/SIPC... 
    Commercial
    Hourly pay
    Full time
    Work at office
    Flexible hours

    National Life Insurance Company

    Addison, TX
    2 days ago
  •  ...delivery.As a Lead Solutions Analyst in CORPORATE SECTOR -...  ...quality and professionalism in service delivery.Job...  ...institutional and government clients under the J.P. Morgan and...  ...small business banking, commercial banking, financial transaction processing and asset management... 
    Commercial
    Work at office

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...class execution, controls, and client service.As an Investor Reporting...  ...Associates focused on multifamily, commercial, affordable, and structured...  ...requirements, key contract terms, and internal control...  ...commercial banking, financial transaction processing and asset management... 
    Commercial
    Contract work
    Work experience placement
    Work at office

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...Growth and delivering for our clients, teammates, communities and...  ...- whether shaped by military service, community college education,...  ...responsible for moderately complex transaction and fulfillment processing,...  ...Management, retirement, lending, or investment productsInternal... 
    Full time
    Work at office
    Work from home
    Flexible hours
    Day shift

    Bank of America

    Addison, TX
    3 days ago
  • $91k - $119.7k

     ...provides our residential and commercial customers with industry-leading...  ..., sustainable products and services. Our culture guides us and creates...  ...The Operations Research Analyst is responsible for applying advanced...  ...bonus in accordance with the terms of the Company's applicable... 
    Commercial
    Full time
    Temporary work
    Work at office

    Lennox

    Richardson, TX
    3 days ago
  •  ...solutions.Governance Support: Coordinate Policy Committee meetings...  ...and government clients under the J.P. Morgan and...  ...small business banking, commercial banking, financial transaction processing and asset management...  ...banking, markets, securities services and payments.... 
    Commercial
    Immediate start

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...the fraud risk ranking of particular transactions and/or applications for new products....  ...Experience in designing models for a commercial purpose using some ( at least 3) of the...  ...About Us Chase is a leading financial services firm, helping nearly half of America’s... 
    Commercial

    JPMorgan Chase & Co.

    Plano, TX
    12 days ago

Do you want to receive more vacancies?

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