Transaction Manager - Agency & Institutional Capital - Associate

JPMorgan Chase & Co
  • Chicago, IL
    30+ days ago

    Job Description

    If you have an interest in Commercial Real Estate and are looking to build a career within a collaborative, high-impact organization, JPMorgan Chase's 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

    JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

    JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

    Numbers & Facts

    LocationChicago, IL

    Skills

    • Analysis Skillsunmatched
    • Asset Managementunmatched
    • Business Bankingunmatched
    • Commercial Bankingunmatched
    • Commercial Real Estateunmatched
    • Communication Skillsunmatched
    • Compensation and Benefitsunmatched
    • Customer Experienceunmatched
    • Detail Orientedunmatched
    • Diversityunmatched
    • Documentationunmatched
    • Due Diligenceunmatched
    • Environmental Site Assessment (ESA)unmatched
    • Financial Transactionsunmatched
    • Governmentunmatched
    • Government Fundingunmatched
    • Home Inspectionsunmatched
    • Insuranceunmatched
    • Investment Servicesunmatched
    • Know Your Customer (KYC)unmatched
    • Legalunmatched
    • Loansunmatched
    • Mortgage Lendingunmatched
    • Order Deliveryunmatched
    • Organizational Skillsunmatched
    • Presentation/Verbal Skillsunmatched
    • Principal Component Analysis (PCA) unmatched
    • Process Improvementunmatched
    • Project/Program Managementunmatched
    • Property Maintenanceunmatched
    • Regulationsunmatched
    • Small Businessunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Transaction Processing/Managementunmatched
    • Underwritingunmatched
    • Writing Skillsunmatched
    • Zoningunmatched

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