Client Associate - Commercial Real Estate- Commercial Term Lending

JPMorganChase; San Francisco (CA); Vor Ort; USD 80.000 - 120.000; Vollzeit

Benefits dieser Stelle

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Zusammenfassung

A leading financial institution is seeking a Client Associate in San Francisco to enhance Sales and Commercial Real Estate efforts. This role involves developing business relationships, implementing marketing strategies, and analyzing cash flow. The ideal candidate will have at least 2 years of relevant experience and a strong proficiency in Microsoft Office. Competitive compensation and diverse employee benefits are offered, working within a collaborative environment that values innovation and teamwork.

Qualifikationen

• Minimum of 2 years of professional experience within a commercial real estate firm or financial services.
• Strong desire to contribute as a sales team member or independent producer.
• Professional, thorough, organized, and detail-oriented.

Aufgaben

• Develop strong business relationships through proactive calling.
• Create and implement marketing strategies for client engagement.
• Analyze commercial multifamily real estate cash flow and valuation.
• Drive the loan package through the process.

Kenntnisse

Sales/Business Development skills

Verbal communication

Analytical skills

Time management

Proficiency in Microsoft Office

Ausbildung

College degree in related field or commensurate experience

Jobbeschreibung

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.

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 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.