Client Service - Transaction Coordinator - Analyst

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Category:
Client Management

Job Schedule:

Full time

Posted Date: T17:42:52+00:00

Job Shift:

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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.