Sales-Driven Client Associate, CRE 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

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.