Client Associate - Commercial Real Estate- Commercial Term Lending

J.P. Morgan; Boston (MA); On-site; USD 70,000 - 105,000; Full time

Job summary

JPMorgan Chase is seeking a Client Associate for its Commercial Term Lending (CTL) team in Boston. You will drive multifamily term-lending sales through client engagement, analytics, and proactive outreach, while delivering a best-in-class client experience.

The role emphasizes developing strong business relationships, understanding client needs, and coordinating with internal partners to move loans from pre-approval to funding. A growth-oriented, team-driven environment awaits.

Qualifications

• Minimum 2 years in commercial real estate or financial services.
• Interest in sales and business development on a team.
• Strong financial acumen and proficiency with MS Office.
• Excellent time management and presentation skills.
• Self-motivated and detail oriented.

Responsibilities

• Develop relationships through proactive calling and networking.
• Help implement marketing plans including events and digital mailings.
• Interact with clients to understand needs and grow portfolios.
• Analyze cash flow and valuation of commercial multifamily real estate.
• Model financial scenarios and select mortgage products.
• Set expectations and manage loan process from pre-approval to funding.
• Drive loan packages through internal processes with partners.

Skills

Sales mindset

Networking

Financial concepts

MS Office proficiency

Time management

Communication skills

Team collaboration

Education

Bachelor's degree in finance/business

Tools

Excel

PowerPoint

Outlook

CRM systems

Job description

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.

As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

Job responsibilities

• Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals

• Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events

• Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio

• Analyze commercial multifamily real estate cash flow and valuation

• Model various financial assumptions to select the best mortgage product for the client

• Set expectations with the client and review process and timeline from pre-approval through the funding of the loan

• Drive the loan package through the process by assessing status and leveraging internal business partners

Required qualifications, capabilities, and skills

• Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)

• Strong desire to be a contributing member on a sales team or an independent producer

• Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills

• Excellent time management, verbal communication and presentation skills

• Enthusiastic, self-motivated, ambitious, team player

• Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures

• Able to identify new sources of business by researching industry and related events, publications, and announcements

Preferred qualifications, capabilities, and skills

• A college degree with a major in a related field or commensurate experience in the financial services industry

• Experience cold calling

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

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.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Client Associate driving multifamily term-lending sales through analytics, outreach, and exceptional client service.