What are the responsibilities and job description for the Client Service – Transaction Coordinator - Associate position at JPMorgan Chase?
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