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Transaction Manager – Agency & Institutional Capital - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 11 days ago

No clicks

**Transaction Manager - Agency & Institutional Capital - Associate** Drive multifamily loan transactions at JPMorgan Chase's AIC Lending Group, collaborating with cross-functional teams to deliver seamless, top-tier client experiences. Coordinate due diligence, manage loan packages, and facilitate internal approvals. Analyze reports, conduct research, and ensure compliance with internal and Agency requirements. Exterior stakeholders and internal teams will be your key partners. Proficiency in multifamily underwriting and strong project management skills are essential. Bring 1+ year in commercial real estate or a related field to this fast-paced, collaborative role in Chicago.

Compensation
Not specified

Currency: Not specified

City
Chicago
Country
United States

Full Job Description

Location: Chicago, IL, United States

If you have an interest in Commercial Real Estate and are looking to build a career within a collaborative, high-impact organization, JPMorgan Chases Agency & Institutional Capital (AIC) Lending Group may be the ideal place for you.

As a Transaction Manager in the Agency & Institutional Capital (AIC) Lending Group, you will play a critical role in the execution of multifamily loan transactions, partnering closely with Production, Credit, and Closing teams to deliver a seamless, best-in-class client experience.

 

Job Responsibilities

  • Lead coordination efforts across internal deal team members and external stakeholders to collect, track, and manage all due diligence required for multifamily loan transactions
  • Support the transition of transactions from initial screening through underwriting, including assembling complete loan packages, facilitating internal approvals, and assisting with delivery to closing.
  • Maintain accurate and complete loan files, applicable checklists, and required documentation throughout the lifecycle of each transaction. Complete Agency-specific forms for submission and support Credit Officers with data entry and quality control.
  • Review and analyze third-party reports and documentation to ensure accuracy, completeness, and compliance with internal and Agency requirements.
  • Conduct market, property, and loan-level research to support underwriting and credit decisioning
  • Order, track, and critically review third-party reports, including appraisals, Property Condition Assessments (PCA), Environmental Site Assessments (ESA), zoning reports, and other required materials.
  • Partner closely with Insurance, Legal, Compliance, and Know Your Customer (KYC) teams to ensure all regulatory, Firm, and Government Sponsored Enterprise (GSE) requirements are met, including applicable credit checks.
  • Assist Credit Officers with property inspections and prepare detailed inspection summaries and reports.
  • Participate in additional projects and initiatives as assigned, contributing to process improvements and broader team objectives.

 

Required Qualifications, Capabilities, and Skills

  • Understanding of multifamily property fundamentals and agency lending / underwriting concepts
  • Strong organizational and project management skills, with the ability to manage multiple transactions simultaneously
  • High attention to detail with strong written and verbal communication skills
  • Ability to work effectively both independently and as part of a collaborative team
  • Proficiency or willingness to learn multifamily underwriting systems and tools used by Government Sponsored Enterprises
  • Ability to perform well in a fast-paced, deadline-driven environment while maintaining accuracy and professionalism
  • At least 1 year of experience in commercial real estate, multifamily housing, or a related field

 

Preferred Qualifications, Capabilities, and Skills

 

Promote multifamily loan deals, coordinating with internal teams to ensure smooth execution and an exceptional client experience.

Transaction Manager – Agency & Institutional Capital - Associate

Compensation

Not specified

City: Chicago

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

11 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Transaction Manager - Agency & Institutional Capital - Associate** Drive multifamily loan transactions at JPMorgan Chase's AIC Lending Group, collaborating with cross-functional teams to deliver seamless, top-tier client experiences. Coordinate due diligence, manage loan packages, and facilitate internal approvals. Analyze reports, conduct research, and ensure compliance with internal and Agency requirements. Exterior stakeholders and internal teams will be your key partners. Proficiency in multifamily underwriting and strong project management skills are essential. Bring 1+ year in commercial real estate or a related field to this fast-paced, collaborative role in Chicago.

Full Job Description

Location: Chicago, IL, United States

If you have an interest in Commercial Real Estate and are looking to build a career within a collaborative, high-impact organization, JPMorgan Chases Agency & Institutional Capital (AIC) Lending Group may be the ideal place for you.

As a Transaction Manager in the Agency & Institutional Capital (AIC) Lending Group, you will play a critical role in the execution of multifamily loan transactions, partnering closely with Production, Credit, and Closing teams to deliver a seamless, best-in-class client experience.

 

Job Responsibilities

  • Lead coordination efforts across internal deal team members and external stakeholders to collect, track, and manage all due diligence required for multifamily loan transactions
  • Support the transition of transactions from initial screening through underwriting, including assembling complete loan packages, facilitating internal approvals, and assisting with delivery to closing.
  • Maintain accurate and complete loan files, applicable checklists, and required documentation throughout the lifecycle of each transaction. Complete Agency-specific forms for submission and support Credit Officers with data entry and quality control.
  • Review and analyze third-party reports and documentation to ensure accuracy, completeness, and compliance with internal and Agency requirements.
  • Conduct market, property, and loan-level research to support underwriting and credit decisioning
  • Order, track, and critically review third-party reports, including appraisals, Property Condition Assessments (PCA), Environmental Site Assessments (ESA), zoning reports, and other required materials.
  • Partner closely with Insurance, Legal, Compliance, and Know Your Customer (KYC) teams to ensure all regulatory, Firm, and Government Sponsored Enterprise (GSE) requirements are met, including applicable credit checks.
  • Assist Credit Officers with property inspections and prepare detailed inspection summaries and reports.
  • Participate in additional projects and initiatives as assigned, contributing to process improvements and broader team objectives.

 

Required Qualifications, Capabilities, and Skills

  • Understanding of multifamily property fundamentals and agency lending / underwriting concepts
  • Strong organizational and project management skills, with the ability to manage multiple transactions simultaneously
  • High attention to detail with strong written and verbal communication skills
  • Ability to work effectively both independently and as part of a collaborative team
  • Proficiency or willingness to learn multifamily underwriting systems and tools used by Government Sponsored Enterprises
  • Ability to perform well in a fast-paced, deadline-driven environment while maintaining accuracy and professionalism
  • At least 1 year of experience in commercial real estate, multifamily housing, or a related field

 

Preferred Qualifications, Capabilities, and Skills

 

Promote multifamily loan deals, coordinating with internal teams to ensure smooth execution and an exceptional client experience.