Client Associate - Commercial Real Estate- Commercial Term Lending

Aumni; Boston (MA); Presencial; USD 75.000 - 105.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Descripción de la vacante

JPMorgan Chase & Co. in Boston seeks a Client Associate for the Commercial Term Lending team. You will drive sales through client outreach, nurture relationships, and provide exceptional service to clients with multifamily real estate needs.

You will analyze cash flows, model mortgage options, and coordinate from pre-approval to loan funding. A proven sales mindset, CRE experience, and strong MS Office skills are essential.

Formación

• Minimum 2 years of professional experience in commercial real estate or financial services.
• Strong sales drive and ability to contribute on a team or as an independent producer.
• Proficient in financial concepts with strong analytical skills and MS Office proficiency.
• Excellent time management, verbal and presentation skills.
• Self-motivated, organized, and detail oriented; follows standard policies.

Responsabilidades

• Develop relationships through proactive calling, networking, and referrals.
• Contribute to marketing strategy including direct mailings and client events.
• Understand client needs and propose strategies to grow their real estate portfolios.
• Analyze commercial multifamily real estate cash flow and valuations.
• Model financial assumptions to select mortgage products.
• Set expectations and manage timelines from pre-approval to funding.
• Advance loan packages by coordinating with internal partners.

Conocimientos

Commercial real estate

Sales mindset

MS Office

Communication skills

Time management

Educación

College degree or commensurate experience

Herramientas

MS Office Suite

Descripción del empleo

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.