Client Associate – Commercial Real Estate- Commercial Term Lending

Testing Site - JPMC; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Testing Site - JPMC’s Commercial Term Lending team seeks a Client Associate in New York to drive growth on the multifamily lending sales desk. Build relationships, qualify opportunities, and coordinate loan processes from pre-approval to funding.

The role emphasizes competitive sales, exceptional client service, and collaboration with internal partners to tailor mortgage solutions for real estate portfolios.

Qualifications

• 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
• Proficient in financial concepts and MS Office with strong analytical skills
• Excellent time management, verbal communication and presentation skills
• Enthusiastic, self-motivated, ambitious, team player
• 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

Responsibilities

• Develop strong business relationships through proactive calling of prospects and referrals
• Help implement marketing plans including direct mailings, thought leadership digital mailings, and client events
• Interact with clients to understand their business needs and offer mortgage solutions for real estate portfolios
• Analyze commercial multifamily real estate cash flow and valuation
• Model financial assumptions to select mortgage products
• Set expectations with clients and review timelines from pre-approval to funding
• Drive loan packages through the process by coordinating with internal partners

Skills

Sales skills

Networking

Financial concepts

Time management

Verbal communication

Presentation skills

Detail oriented

Industry research

Education

Bachelor's degree or commensurate experience

Tools

MS Office

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