Client Specialist - Commercial Real Estate, Commercial Term Lending

JP Morgan Chase; Seattle (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase in Seattle is seeking a Client Specialist on the Commercial Term Lending team to support one or more Client Managers, serve as a main contact for customers, and facilitate the loan application process.

You will request documentation, discuss products and pricing, lock rates when requested, and coordinate with processing teams to move loans forward while growing relationships with customers and real estate brokers.

Qualifications

• Minimum 2 years in mortgage lending or inside sales/customer service.
• Excellent Excel, PowerPoint and Office suite skills.
• Strong written and verbal communication with a customer-service focus.

Responsibilities

• Facilitate the application process by interfacing with customers and collecting documentation.
• Discuss products, pricing and lock rates at the Client Manager's request.
• Act as liaison between the Client Manager and processing team.
• Review complex files with entity documentation and third-party reports.
• Manage pipeline and update Client Manager on status and borrowers on loan progress.
• Coordinate marketing to customers and brokers and help build client relationships.
• Assist Client Manager to achieve high originations and provide exceptional customer service.

Skills

Mortgage lending experience

Client service

Communication skills

Multitasking

Organizational skills

Self-motivation

Education

College graduate

Tools

Microsoft Excel

PowerPoint

Job description

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so,the Commercial Real Estate Commercial Term Lending team is a great fit!

As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.

Job responsibilities:

• Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers
• Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client
• Act as a liaison between the Client Manager and the processing team
• Review complex files with multi-layered entity documentation and examine third party reports and leases
• Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan
• Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships
• Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.

Requiredqualifications, capabilities and skills:

• Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
• Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
• Enthusiastic and self-motivated.
• Superior written and oral communication.
• Superior customer service skills.
• Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
• Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.

Preferred qualifications, capabilities, and skills:

• College graduate
• Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
• Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
• Superior interpersonal communication skills, as well as strong attention to detail and time management.

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 JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.