Client Service - Transaction Coordinator - Associate
Customer Service
Plano, TX, USA
Become part of a team supporting Commercial Term Lending by owning end-to-end document collection and file readiness for complex, time-sensitive post-closing requests, partnering with clients and internal stakeholders to drive timely, high-quality execution!
As a Transaction Coordinator Associate supporting Commercial Term Lending, you will own end-to-end document collection and file readiness for post-closing requests, with a focus on complex, time-sensitive, and higher-risk transactions. You will serve as a primary client contact for documentation requests and follow-ups, while independently driving issue resolution across internal partners (Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing) to ensure timely execution. You will maintain consistent file quality and pipeline hygiene 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 as needed.
- Review and validate complex borrower/entity documentation independently; flag structural/documentation risks early; recommend remediation paths to internal partners.
- Perform second-level quality checks on high-risk/high-priority files to prevent downstream rework and closing delays.
- 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.
- Resolve complex documentation/title/structure issues end-to-end with minimal supervision; escalate with clear options, impacts, and recommended next steps.
- Maintain strong working knowledge of CREOS/Strategy and title software; document progress, track conditions, and support accurate reporting using systems.
Required Qualifications, Skills, and Capabilities:
- Demonstrated ability to handle complex, multi-entity borrower structures and related documentation with strong judgment.
- 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.
- Strong judgment and ability to prioritize across a book of work, balancing client deadlines, credit/control requirements, and resource constraints.
- 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, Skills, and Capabilities:
- Bachelor’s degree preferred.
- Prior experience supporting CRE term lending, multifamily lending, or commercial loan closings.
- Experience driving process improvements (standard work, checklists, cycle-time reduction).
- Deep exposure to complex borrower/guarantor structures and document sets
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/Veterans
J.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.
Join a team that drives seamless loan closings and delivers exceptional client service for Commercial Real Estate transactions.