Transaction Manager - Agency & Institutional Capital - Associate
J.P. Morgan
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
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Promote multifamily loan deals, coordinating with internal teams to ensure smooth execution and an exceptional client experience.