CRE Sales: Client Associate in Commercial Term Lending

Testing Site - JPMC; San Francisco (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase, a leader in commercial real estate lending, seeks a Client Associate for its Commercial Term Lending team. You will build strong client relationships, engage in proactive prospecting, and support marketing efforts while refining sales and business development skills.

Responsibilities include analyzing multifamily cash flow, modeling mortgage products, and guiding clients from pre-approval to funding, collaborating with internal partners to close loans.

Qualifications

• Minimum 2 years of experience in commercial real estate or financial services.
• Strong analytical skills and proficiency with MS Office.
• Excellent time management, verbal communication and presentation abilities.
• Self-motivated, enthusiastic team player with professional demeanor.

Responsibilities

• Develop strong business relationships through proactive calling of prospects and networking.
• Assist in creating and executing marketing plans including direct mailings and client events.
• Understand client needs and offer creative real estate financing solutions.
• Analyze cash flow and valuation of commercial multifamily real estate.
• Model financial assumptions to determine best mortgage products.
• Set expectations and manage the loan process from pre-approval to funding.
• Coordinate with internal partners to move the loan package forward.

Skills

Sales experience

Business development

Financial concepts

MS Office proficiency

Communication & presentation

Education

College degree in related field

Tools

Excel

PowerPoint

Outlook

Word

Job description

JPMorgan Chase, a leader in commercial real estate lending, seeks a Client Associate for its Commercial Term Lending team. You will build strong client relationships, engage in proactive prospecting, and support marketing efforts while refining sales and business development skills.

Responsibilities include analyzing multifamily cash flow, modeling mortgage products, and guiding clients from pre-approval to funding, collaborating with internal partners to close loans.