Client Service Transaction Coordinator - Commercial Term Lending, Commercial Real Estate - Analyst
On-site · Plano, Texas, United States
Job Summary
Client Service – Transaction Coordinator for Commercial Term Lending originations coordinating end-to-end document collection and file readiness for post-closing requests, serving as primary client contact for documentation requests, and collaborating with Sales/Client Manager, Credit/Underwriting, KYC, Party Central, Processing, and Closing to enable timely submissions and closings. Responsible for pipeline hygiene across loan stages (initial CAR, LOI, Final CAR, closing submission), ensuring SLAs are met, identifying and coordinating remediation for documentation or title-related issues, and maintaining knowledge of CREOS/Strategy and title software. Requires strong attention to detail, excellent written/verbal communication, ability to handle confidential information, and proficiency with Microsoft Office.
Required Qualifications
- 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 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
Desired Qualifications
- Bachelor’s degree preferred
- Experience in CRE term lending or commercial loan closings
- Strong written and verbal communication
- Excellent attention to detail and ability to manage multiple priorities
- Proficiency with Microsoft Office (Excel, PowerPoint, Outlook)
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