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

JPMorganChase

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. Responsibilities Request required borrower/guarantor/entity documentation; track and follow up on outstanding items; confirm completeness and readability; and 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 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 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. Benefits We offer a competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, 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. Equal Opportunity Employer JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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. #J-18808-Ljbffr JPMorganChase

Vacancy posted 1 day ago
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