Client Associate – Commercial Real Estate- Commercial Term Lending

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading financial services firm is hiring a Client Associate for its multifamily lending sales team in San Francisco. This role involves developing client relationships, implementing marketing strategies, and providing tailored solutions for commercial real estate clients. Candidates should have a minimum of 2 years in commercial real estate or financial services, along with strong financial acumen and proficiency in Microsoft Office. This is a dynamic role that emphasizes sales skills and client engagement.

Qualifications

• Minimum of 2 years in a commercial real estate firm or financial services.
• Highly proficient in Microsoft Office applications.
• Able to identify new business sources.

Responsibilities

• Develop strong business relationships through proactive calling.
• Create and implement marketing strategy.
• Understand clients' business needs and provide solutions.
• Analyze commercial multifamily cash flow and valuation.
• Model financial assumptions for mortgage products.
• Set expectations with clients regarding the loan process.
• Drive loan package through the funding process.

Skills

Strong desire to be a contributing member on a sales team

Strong understanding of financial concepts

Excellent time management

Verbal communication skills

Presentation skills

Self-motivated

Detail oriented

Education

A college degree in related field or commensurate experience

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

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.