Agency Multifamily Lending, Senior Transaction Manager - Vice President

Posted 2 Days Ago
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New York, NY
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Senior Transaction Manager will manage multifamily loan submissions, coordinate with borrowers and underwriters, conduct market research, facilitate loan documentation, and oversee the underwriting and closing processes.
Summary Generated by Built In

Job Description
Are you a seasoned professional in Commercial Real Estate with a passion for mortgage-backed securities from Government Sponsored Enterprises? If so, our Agency Multifamily Lending group is the ideal team for you.
As a Senior Transaction Manager on the Agency Lending team, you will play a critical role in ensuring a seamless transaction experience for clients and providing strategic support to underwriters by managing the inflow of new multifamily loan submissions and assisting with preliminary underwriting.
Job Responsibilities:

  • Lead coordination efforts with borrowers, underwriters, and bankers to obtain necessary due diligence required for loan files.
  • Oversee the transition from screening to underwriting, including assembling loan packages and facilitating delivery to closing.
  • Maintain comprehensive loan files, applicable checklists, and all required documents. Complete and/or assist underwriters with applicable agency forms for submission; support underwriters by entering third-party report data (e.g., appraisal, PCA, ESA, Zoning Report).
  • Review and analyze received items to ensure accurate documentation of files.
  • Conduct in-depth market and loan research.
  • Order and critically review third-party reports (e.g., appraisals, PCA, ESA, Zoning Report).
  • Manage all aspects of underwriting and closing transactions by collaborating closely with Insurance, KYC, and Legal teams to ensure completion of all required information, including running necessary credit checks applicable to the Firm and Government Sponsored Enterprises.
  • Conduct property inspections and prepare inspection reports.
  • Lead and participate in other projects and duties as assigned by management.


Required Qualifications, Capabilities, and Skills:

  • Exceptional project management and organizational skills, with the ability to work independently and collaboratively as part of a team.
  • Strong attention to detail and excellent communication skills.
  • In-depth knowledge of multifamily real estate property fundamentals and agency lending/underwriting.
  • Proficiency in multifamily underwriting technology systems and tools specific to Government Sponsored Enterprises.
  • 5 years of experience in multifamily and multifamily affordable housing.
  • Ability to thrive under pressure in a fast-paced environment, prioritizing work to meet deadlines.


Preferred Qualifications, Capabilities, and Skills:

  • Bachelor's degree preferred.
  • 10 years of experience in multifamily and multifamily affordable housing.


About Us
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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