Commercial Banking - Transaction Processing Specialist - Wholesale Lending Services - Fort Worth, TX

Job description

Chase Commercial Term Lending (CTL) offers targeted multi-family and commercial mortgage lending. Our typical clients are owners and investors needing $1,000,000 or more in term financing on commercial real estate properties which include stabilized apartment, office, industrial and retail buildings in 15+ markets nationwide.

CTL Portfolio Management (PM) is responsible for identifying and managing the overall risk of the CTL seasoned loan portfolio. The PM Business Management team performs various functions including document solicitation and intake, client communication, vendor management, spreading and spread approval, appraisal and inspection coordination, and loan review support.

Primary Responsibilities

The Transaction Processing Specialist will be responsible for document intake and inbound/outbound client contact. A successful candidate will perform core processes including responding to vendor clarifications, explaining reporting requirements (i.e. Operating Statements, Rent Rolls, and Financial Documents) to clients as outlined in the deed of trust, and working in tandem with PM business partners to collect outstanding documentation and/or respond to client inquiries in an effort to effectively serve CTL clients.

The Transaction Processing Specialist will also assist the Customer Care and Collections department as needed for both inbound/outbound calls and other job functions as outlined by management.

Desired profile

• Strong customer service skills (2-3 years experience preferred).
• Previous commercial real estate and/or commercial banking experience are preferred (not required).
• Knowledge of basic loan documentation (Deed of Trust, Security/Mortgage Agreement)
• Excellent written and verbal communication skills
• Proficient in Microsoft Office Suite and able to quickly acclimate to proprietary systems
• Ability to work independently with minimal level of supervision.
• Set priorities, establish, and meet strict deadlines.
• Flexibility to adapt quickly to changing priorities.
• Self-starter who works well in a fast-paced environment with multiple active deliverables
• High School Diploma or equivalent required (some college preferred)