Client Manager - Multifamily Commercial Real Estate Term Lending - Executive Director

J.P. Morgan; Pasadena (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a Relationship Manager specialized in commercial real estate. This role requires expertise in originating loans for multi-family properties, managing client relationships, and leading sales efforts. Candidates should have a strong background in business development, excellent communication skills, and a proven track record in the commercial lending space.

Qualifications

• Seven plus years of multi-family real estate lending experience.
• Strong marketing and business development background.
• An existing book of clients is preferred.

Responsibilities

• Lead the sales team and manage transactions from pre-approval to funding.
• Communicate advantages of Chase loan programs to clients.
• Develop and grow portfolio through proactive prospecting.

Skills

Commercial real estate market knowledge

Relationship management

Client communication

Business development

Financial analysis

Education

Four-year college degree

Job description

You are customer focused, enjoy building relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you.

As an MFL Client Manager, Executive Director in Commercial Real Estate, you will be responsible for all aspects of originating term loans on stabilized multi-family properties. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a strong initiative, has proven success in working independently, and is motivated by strong financial incentives. You will effectively communicate the advantages of Chase loan programs to clients, manage and execute transactions, lead the sales team, and develop and grow portfolio through proactive prospecting and client relationship management.

Job responsibilities:

• Communicate the advantages of Chase loan programs to clients.
• Manage and execute transactions by navigating the client from pre-approval to the funding of a loan
• Lead the sales team (Client Associate and Client Specialist) in loan production within credit standards and maintain portfolio
• Leverage personal real estate network of clients and brokers to drive new business
• Develop and grow portfolio through strong prospecting and client relationship management using extensive real estate knowledge and technical expertise
• Screen opportunities by analyzing market data, property and clients financials
• Engage with Marketing to develop a business plan to attract new customers and increase brand awareness
• Promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis and risk management
• Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms
• Originate DUS (Fannie Mae and Freddie Mac) transactions

Required qualifications, capabilities, and skills

• Seven plus years proven commercial multi-family real estate income property lending experience
• Strong marketing and business development experience with a proven track record of originating term loans on commercial multi-family real estate properties
• Local commercial real estate market knowledge required
• Excellent written and verbal communication skills with the ability to interact effectively with people
• Strong commitment and track record to providing high quality service levels to both external and internal customers
• Ideal candidate will have an existing book of clients and direct customer relationships
• Ability to quickly adapt to new technological systems and business processes

Preferred qualifications, capabilities, and skills

• A four-year college degree preferred