Client Specialist - CRE Commercial Term Lending

Testing Site - JPMC; Jersey City (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

Testing Site - JPMC is seeking a Client Specialist for Commercial Term Lending in Jersey City. You will support Client Managers, facilitate applications, gather documentation, discuss products and pricing, and work with the Treasury Management Officer to understand treasury services.

The role focuses on handling loans for commercial real estate—industrial, retail, office, mixed-use and multifamily—by aligning client needs with pricing and terms through cross-department collaboration.

Qualifications

• 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.
• College graduate preferred.
• 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.

Responsibilities

• Facilitate the application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
• Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
• Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
• Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
• Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
• Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
• Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
• Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
• 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.

Job description

Testing Site - JPMC is seeking a Client Specialist for Commercial Term Lending in Jersey City. You will support Client Managers, facilitate applications, gather documentation, discuss products and pricing, and work with the Treasury Management Officer to understand treasury services.

The role focuses on handling loans for commercial real estate—industrial, retail, office, mixed-use and multifamily—by aligning client needs with pricing and terms through cross-department collaboration.