Client Associate – Commercial Real Estate- Commercial Term Lending

Testing Site - JPMC; San Francisco (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase, a leader in commercial real estate lending, seeks a Client Associate for its Commercial Term Lending team. You will build strong client relationships, engage in proactive prospecting, and support marketing efforts while refining sales and business development skills.

Responsibilities include analyzing multifamily cash flow, modeling mortgage products, and guiding clients from pre-approval to funding, collaborating with internal partners to close loans.

Qualifications

• Minimum 2 years of experience in commercial real estate or financial services.
• Strong analytical skills and proficiency with MS Office.
• Excellent time management, verbal communication and presentation abilities.
• Self-motivated, enthusiastic team player with professional demeanor.

Responsibilities

• Develop strong business relationships through proactive calling of prospects and networking.
• Assist in creating and executing marketing plans including direct mailings and client events.
• Understand client needs and offer creative real estate financing solutions.
• Analyze cash flow and valuation of commercial multifamily real estate.
• Model financial assumptions to determine best mortgage products.
• Set expectations and manage the loan process from pre-approval to funding.
• Coordinate with internal partners to move the loan package forward.

Skills

Sales experience

Business development

Financial concepts

MS Office proficiency

Communication & presentation

Education

College degree in related field

Tools

Excel

PowerPoint

Outlook

Word

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

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.