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).


* Fami...