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Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Analyst
mid · Corporate Finance
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.