Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Associate

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    "ExternalDescriptionStr": "<p>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!</p><p>As a&nbsp;<strong>Transaction Coordinator Associate&nbsp;</strong>supporting&nbsp;<strong>Commercial Term Lending</strong>, 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.</p><p><strong>Job Responsibilities:</strong></p><ul style=\"list-style-type: disc;\"><li>Request required borrower/guarantor/entity documentation; track and follow up on outstanding items; confirm completeness and readability; escalate gaps or inconsistencies as needed.</li><li>Review and validate complex borrower/entity documentation independently; flag structural/documentation risks early; recommend remediation paths to internal partners.</li><li>Perform second-level quality checks on high-risk/high-priority files to prevent downstream rework and closing delays.</li><li>Manage a pipeline of loans across stages (initial CAR → LOI → Final CAR → closing submission); maintain accurate status updates and ensure SLAs are met.</li><li>Coordinate across Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing to enable smooth handoffs, issue resolution, and on-time execution.</li><li>Resolve complex documentation/title/structure issues end-to-end with minimal supervision; escalate with clear options, impacts, and recommended next steps.</li><li>Maintain strong working knowledge of CREOS/Strategy and title software; document progress, track conditions, and support accurate reporting using systems.&nbsp;</li></ul><p><strong>Required Qualifications, Skills, and Capabilities:</strong></p><ul style=\"list-style-type: disc;\"><li>Demonstrated ability to handle&nbsp;<strong>complex, multi-entity borrower structures</strong>&nbsp;and related documentation with strong judgment.</li><li>Strong attention to detail and control mindset; ability to maintain high accuracy in a high-volume environment.</li><li>Strong written and verbal communication skills; able to communicate professionally with clients (for document collection) and internal stakeholders.</li><li>Proven ability to manage multiple priorities, meet deadlines, and work independently with minimal direction.</li><li>Strong analytical and problem-solving skills; ability to resolve complex documentation or process issues.</li><li>Strong judgment and ability to&nbsp;prioritize across a book of work, balancing client deadlines, credit/control requirements, and resource constraints.</li><li>Proficiency in Microsoft Office (Excel, PowerPoint, Outlook).</li><li><strong>Familiarity with CREOS/Strategy and title software</strong>&nbsp;(working knowledge and ability to learn firm process flows quickly).</li><li>Demonstrated ability to handle sensitive/confidential information appropriately.&nbsp;</li></ul><p><strong>Preferred Qualifications, Skills, and Capabilities:</strong></p><ul style=\"list-style-type: disc;\"><li>Bachelor’s degree preferred.</li><li>Prior experience supporting CRE term lending, multifamily lending, or commercial loan closings.</li><li>Experience&nbsp;driving process improvements&nbsp;(standard work, checklists, cycle-time reduction).</li><li>Deep exposure to&nbsp;complex borrower/guarantor structures&nbsp;and document sets&nbsp;</li></ul><p style=\"margin: 0in 0in 0in 0.5in;\">&nbsp;</p>",
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