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!

• 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.

• 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.

• 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 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/Veteran