Client Service - Transaction Coordinator - Associate

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

JPMorgan

Chase, 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…