Client Service - Transaction Coordinator - Analyst

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...