Client Associate - Commercial Real Estate- Commercial Term Lending

J.P. Morgan; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Base salary + commission

Discretionary incentive

Health care coverage

On-site health centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Employee benefits package

Job summary

J.P. Morgan in New York seeks a Client Associate for the Commercial Term Lending (CTL) multifamily lending sales team. This role emphasizes building client relationships, sourcing opportunities, and delivering best-in-class service to borrowers.

You will analyze cash flows, model loan scenarios, coordinate from pre-approval to funding, and collaborate with internal partners to move packages forward. Requires 2+ years CRE/financial services, MS Office proficiency, and strong communication.

Qualifications

• Minimum of 2 years of professional experience within a commercial real estate firm or financial services.
• Strong desire to be a contributing member on a sales team or as an independent producer.
• Proficiency in financial concepts and MS Office with strong analytical skills.
• Excellent time management, verbal communication and presentation skills.
• Enthusiastic, self-motivated, ambitious, team player.
• Professional, thorough, organized; able to follow SOPs.
• Able to identify new sources of business via research of industry/events/announcements.

Responsibilities

• Develop relationships through proactive calling of prospects and referrals.
• Help implement marketing plans including mailings and client events.
• Engage clients by understanding business needs and growing their real estate portfolios.
• Analyze commercial multifamily cash flow and valuation.
• Model financial assumptions to select mortgage products.
• Set expectations and timelines from pre-approval through funding.
• Drive loan packages through the process with internal partners.

Skills

Sales mindset

MS Office

Analytical skills

Verbal communication

Presentation skills

Time management

Detail oriented

Team player

Prospecting

Organized

Education

College degree in related field

Tools

Microsoft 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

Benefits

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.

Equal Opportunity

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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. The team provides best-in-class and cost-effective financing solutions to multifamily operators across the country.