Client Associate - Commercial Real Estate- Commercial Term Lending

JPMorganChase; Chicago (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorganChase in Chicago seeks a Client Associate for the Commercial Term Lending team. You will build relationships, support growth opportunities for clients, and help manage the loan package process from pre-approval to funding.

You will analyze cash flow and appraisal data for commercial multifamily properties, contribute to marketing strategies, and collaborate with internal partners to deliver an exceptional client experience.

Qualifications

• Minimum of 2 years of professional experience in a commercial real estate firm or financial services.
• Strong desire to be a contributing member on a sales team.
• Strong understanding of financial concepts; proficient in MS Office with strong analytical skills.
• Excellent time management, verbal communication and presentation skills.
• Enthusiastic, self-motivated, ambitious, team player.
• Detail oriented; able to follow standard operating policies and procedures.
• Able to identify new sources of business by researching industry events, publications, and announcements.

Responsibilities

• Develop strong business relationships through proactive calling of prospects and existing clients.
• Implement the marketing plan, including direct mailings, thought leadership digital mailings, and proprietary client events.
• Interact with clients to understand their business needs and offer creative ways to grow their real estate portfolio.
• Analyze commercial multifamily real estate cash flow and valuation.
• Model financial scenarios to select the best mortgage product for the client.
• Set expectations with the client and review the loan process from pre-approval through funding.
• Drive the loan package through the process by coordinating with internal partners.

Skills

Sales mindset

Financial concepts

MS Office proficient

Time management

Verbal communication

Presentation skills

Team player

Detail oriented

Business development

Education

Bachelor’s degree in Business/Real Estate/Finance or commensurate experience

Tools

CoStar

Microsoft Excel

PowerPoint

Outlook

Job description

Job Description

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!

As a Client Associate on the Commercial Term Lending team, you will have an internal drive to succeed and recognize that this opportunity provides career advancement by continuously improving upon the client's experience. You will have the opportunity to build strong business relationships, contribute to marketing strategies, and analyze commercial multifamily real estate cash flow and valuation. You will be an integral part of the team, promoting the loan package process and continuously improving the client experience.

This is a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL) Group has a powerful entrepreneurial spirit and offers incredible professional development.

Job Responsibilities

• Develop strong business relationships through proactive calling of prospects and existing clients
• 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
• 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 four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
• Experience cold calling preferred
• Familiarity with CoStar preferred

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. 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

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.

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