Client Associate – Commercial Real Estate- Commercial Term Lending

JPMorgan Chase & Co.; Uniondale (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Uniondale, NY is seeking a Client Associate for our Commercial Term Lending sales team. This role emphasizes self-starter attitude, client engagement, and developing sales/business development skills to help grow our multifamily lending portfolio.

You will build relationships, contribute to marketing efforts, analyze cash flows, and guide clients from pre-approval to loan funding, leveraging internal partners to close transactions.

Qualifications

• Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services.
• Strong desire to be a contributing member on a sales team or an independent producer.
• Strong understanding of financial concepts with proficiency in Microsoft Office and strong analytical skills.
• Excellent time management, verbal communication and presentation skills.
• Enthusiastic, self-motivated, ambitious, team player.
• Professional, thorough, organized and detail oriented; follow standard operating policies.
• Able to identify new sources of business by researching industry events and publications.

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 implement 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

Skills

Microsoft Office proficiency

Analytical skills

Verbal communication

Presentation skills

Time management

Detail oriented

Self-motivated

Team player

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